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Chief Investment Officer
1 month ago
Chief Investment Officer | Indianapolis, Indiana
Reference Number: HRJ6809
Location: Detroit, Michigan
Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a
Chief Investment Officer . The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in establishing the firm’s long-term investment vision and strategies.
This role will have hands on responsibility for sourcing and vetting private equity funds, co-investments, and direct investments. The ideal candidate also has CIO experience at a sizable firm serving similar clients. Candidates should have strong technical skills, leadership experience, and extensive client/prospect facing experience.
Responsibilities:
Leads the Investment Management Group and participates in various senior level committees.
Participates in private equity fund/investment due diligence.
Manages all investment related projects and initiatives.
Participates in client/prospect meetings on an as needed basis.
Active in investment areas including research and publishing original written material.
Requirements:
CFA highly preferred.
Experience as a CIO highly preferred and experience managing a team of CFAs.
Excellent project management skills.
Exceptional written and verbal communication skills and presentation abilities.
Compensation:
Attractive compensation package with base salary and bonus. Future equity potential.
Judson Group1059 Wealthy Street SE, Suite 201 Grand Rapids, MI 49506
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