Investment Principal
Role Title: Investment Principal - Client CIO Team
Location: San Francsico, CA
Overview
Looking for a seasoned investment professional to join the team as a Senior Investment Strategist. This individual will be responsible for managing complex, multi-asset portfolios tailored to individual client needs. The ideal candidate thrives in a dynamic, team-oriented environment and brings a strategic mindset to portfolio construction and client engagement.
Core Responsibilities
As the CIO for assigned clients, the Investment Principal will have end-to-end responsibility for managing the investment process. Key responsibilities include
Portfolio Oversight & Strategy Execution
- Lead the design and implementation of customized investment strategies across asset classes, incorporating insights from internal research and market analysis.
- Align portfolio construction with client-specific parameters such as risk tolerance, liquidity requirements, and long-term financial goals.
Client Relationship Management
- Serve as the primary investment advisor for assigned clients, maintaining consistent communication and providing strategic guidance.
- Address client inquiries related to investment opportunities, philanthropic planning, and wealth structuring.
Meeting Facilitation & Reporting
- Prepare and lead client meetings, presenting performance updates, market commentary, and strategic recommendations.
- Develop tailored materials that support client understanding and decision-making.
Team Collaboration & Mentorship
- Supervise and mentor junior team members, fostering their development and ensuring high-quality support across client engagements.
Additional Contributions
Beyond portfolio management, the strategist will contribute to broader organizational initiatives, which may include:
- Talent development and recruitment
- Participation in internal committees and cross-functional projects
- Support for strategic growth and business development efforts
Responsibilities may evolve based on organizational priorities. Flexibility to work extended hours may be required.
Governance & Compliance
- Uphold data privacy standards and cybersecurity protocols, escalating concerns as needed
- Ensure compliance with relevant regulatory frameworks and internal policies
Candidate Profile
- Strong passion for financial markets and investment strategy
- Minimum of 8 years' experience in a relevant professional setting (e.g., consulting, investment management, private wealth advisory)
- Bachelor's degree required; advanced credentials such as an MBA, CFA, or CAIA are advantageous
- Proficiency in Microsoft Office Suite
- Exceptional analytical, communication, and interpersonal skills
- Demonstrated ability to lead and develop junior professionals
- Collaborative mindset with a proactive approach to problem-solving
FAQs
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