Job Description:
The Chief Investment Office (CIO) is the centralized resource to access the latest insights and solutions across the enterprise. The CIO helps Advisors establish a disciplined investment process and offer goals-based strategies that are grounded in the best thinking of the Firm. The Chief Investment Office p
The ideal candidate will possess:
- Strong General Partner (GP) network to source high quality fund investments.
- Strong understanding and experience investing in illiquid private market strategies including Buyout, Venture Capital, Real-Estate, Infrastructure and Private Credit.
- Company specific modelling and valuation skills necessary to assess underlying private company investments.
- Strong analytical skills and the ability to synthesize information through both a quantitative and qualitative lens.
- Job requires strong written and communication skills in order to present findings to committees, advisors and clients in a clear and articulate way.
- Strong presentation skills are a plus.
- Must be comfortable dealing with senior executives at private market firms.
- Team player comfortable working across Investment Solutions Group (ISG) and Business lines
- Travel (approximately 25% is involved to meet fund managers and attend annual meetings.
Qualifications/Desired Skills:
- Bachelor’s degree required. Master’s degree preferred. Advanced designation (CFA, CAIA, CPA) preferred.
- Minimum of 15+ years of investment experience with a strong focus on private market investments, ideally in private credit,Buyout, Venture Capital, Real-Estate, or Infrastructure.
- Additional skills include proficiency with Excel, Thompson One, Preqin and Cambridge data for modeling purposes.
- Series 7 and 66 licenses or ability to obtain within 120 days of hire required.
1st shift (United States of America)