Chief Investment Strategist

2 weeks ago


Austin, Texas, United States augmentjobs Full time
Job Overview

Position Title: Director of Investment Strategy

Role Summary: The Director of Investment Strategy plays a crucial role in shaping and directing the investment approach of the organization, aimed at optimizing returns and fulfilling long-term financial objectives. This position entails evaluating market dynamics, crafting investment methodologies, and overseeing the investment portfolio to ensure alignment with the organization's goals and risk appetite.

Key Responsibilities:

  • Formulate and execute the investment strategy for the organization, encompassing asset distribution, investment choices, and portfolio oversight.
  • Perform comprehensive evaluations of market conditions, economic factors, and investment prospects to guide strategic choices.
  • Develop and sustain financial models and forecasts to assess potential investments and measure performance.
  • Engage with senior leadership and investment committees to establish investment targets and devise strategies to achieve these objectives.
  • Supervise the management and performance of the investment portfolio, including investment monitoring, performance analysis, and necessary adjustments.
  • Ensure compliance of investment strategies with regulatory standards and internal guidelines.
  • Compile and deliver investment reports, featuring performance indicators and strategic insights, to senior management and the board.
  • Foster relationships with external investment managers, advisors, and other key stakeholders, ensuring effective communication and collaboration.
  • Remain updated on industry trends, emerging developments, and best practices to refine investment strategies and enhance portfolio performance.
  • Lead and mentor the investment strategy team, offering guidance and support for their professional growth.

Required Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related discipline; a Master's degree or MBA is preferred.
  • Significant experience in investment management, particularly in strategic planning and portfolio oversight.
  • Deep understanding of investment principles, asset allocation, financial markets, and risk management.
  • Demonstrated ability to devise and implement effective investment strategies and manage intricate investment portfolios.
  • Exceptional analytical, problem-solving, and decision-making capabilities.
  • Strong leadership and team management skills.
  • Proficient communication and presentation abilities for engaging with senior management, the board, and external stakeholders.
  • Relevant certifications (e.g., Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA)) are advantageous.


  • Austin, Texas, United States Augment Jobs Full time

    About the RoleAt Augment Jobs, we are seeking a highly skilled and experienced Chief Investment Strategist to join our team. As a key member of our investment team, you will be responsible for developing and implementing investment strategies to achieve optimal returns and meet financial goals.Key ResponsibilitiesDevelop and implement investment strategies...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment StrategistIn the role of Lead Investment Strategist, you will be pivotal in overseeing and enhancing investment portfolios, performing thorough market analysis, and crafting advanced investment methodologies. Your collaboration with portfolio managers and clients will be essential in achieving investment...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment StrategistPosition Summary: The Lead Investment Strategist will play a pivotal role in executing thorough investment evaluations, formulating investment methodologies, and delivering strategic insights to enhance the organization's investment portfolio. This position entails scrutinizing market dynamics, financial...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment StrategistPosition Summary: The Lead Investment Strategist will spearhead and direct the organization's investment initiatives and strategies, concentrating on significant investment prospects and portfolio management. This senior-level position entails crafting and implementing intricate investment plans,...


  • Austin, Texas, United States Vaco Full time

    Chief Financial StrategistVaco is in search of a Chief Financial Strategist to join a dynamic multi-site healthcare organization. This pivotal role is focused on enhancing business performance by pinpointing opportunities and collaborating with operational leadership. The position is hybrid, requiring the successful candidate to be present in the office...


  • Austin, Texas, United States Vaco Full time

    Chief Financial StrategistVaco is in search of a Chief Financial Strategist to lead financial operations within a dynamic multi-site healthcare organization. This pivotal role is designed to enhance business performance by pinpointing opportunities and collaborating with operational leadership. The position allows for a hybrid work environment, requiring the...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Investment Portfolio StrategistPosition Summary: The Lead Investment Portfolio Strategist is tasked with overseeing a substantial investment portfolio, with an emphasis on enhancing returns while effectively managing risks in accordance with the organization's strategic objectives. This position requires the formulation and...


  • Austin, Texas, United States BOK Financial Full time

    Position Overview:The Lead Investment Strategist is responsible for overseeing intricate investment portfolios for a diverse range of significant fiduciary accounts and investment agency relationships, exercising broad strategic authority within established investment policy frameworks.Key Responsibilities:1. Engage with both new and existing clients,...


  • Austin, Texas, United States HHS Full time

    Are you driven by a commitment to operational excellence in the healthcare sector?As the Chief Operations Strategist, you will be instrumental in transforming our healthcare facilities.Your mission: To inspire, guide, and empower on-site management teams to achieve the highest standards in healthcare food service and support operations. You will establish...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Senior Investment ManagerRole Summary: The Senior Investment Manager plays a crucial role in directing and supervising investment portfolios to maximize returns and fulfill financial objectives. This position entails formulating investment tactics, performing market evaluations, and executing high-level investment choices to...


  • Austin, Texas, United States augmentjobs Full time

    Job DescriptionJob Title: Portfolio ManagerOverview: The Portfolio Manager is tasked with overseeing and enhancing investment portfolios to meet clients' financial aspirations and optimize returns. This position requires the formulation of investment strategies, performing market analysis, and executing well-informed investment choices. The ideal candidate...


  • Austin, Texas, United States augmentjobs Full time

    Job DescriptionJob Title: Portfolio ManagerPosition Overview: The Portfolio Manager is tasked with overseeing and enhancing investment portfolios to meet clients' financial aspirations and optimize returns. This position requires the formulation of investment strategies, execution of market analysis, and making well-informed investment choices. The...


  • Austin, Texas, United States BOK Financial Full time

    Req ID: 74047 Location: Various Locations Areas of Interest: Investment Management Pay Transparency Salary Range: Not Available BOK Financial, a prominent financial services holding company, has a rich history of over a century in the industry. With a strong presence across multiple states, we have diversified our operations into various sectors,...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition Title: Lead Corporate Finance StrategistPosition Summary: The Lead Corporate Finance Strategist will be responsible for directing and managing the corporate finance operations, which encompass strategic financial planning, comprehensive analysis, and detailed reporting. This pivotal role requires overseeing intricate financial...


  • Austin, Texas, United States augmentjobs Full time

    Job OverviewPosition: Financial Services Product StrategistThe Financial Services Product Strategist will be responsible for the creation, management, and enhancement of financial offerings and solutions. This position requires collaboration with various teams to develop innovative financial products, assess market demands, and ensure that product outcomes...


  • Austin, Texas, United States augmentjobs Full time

    Job DescriptionPosition Title: Venture Capital Innovation StrategistOverview:Act as a pivotal asset within a venture capital organization, utilizing entrepreneurial insights to pinpoint investment prospects, assist portfolio entities, and cultivate new business initiatives. Partner with investment teams to assess startups, offer strategic counsel, and...


  • Austin, Texas, United States Gateway Recruiting, INC. Full time

    Position OverviewRole Summary:The Lead Financial Strategist will report directly to the Director of Financial Planning and Analysis for North America. This position is pivotal in conducting financial evaluations and crafting comprehensive long-term financial projections and associated budgets. The objective is to lay the groundwork for effective planning,...


  • Austin, Texas, United States Gateway Recruiting Full time

    Position Overview: As a pivotal member of the Financial Planning and Analysis team, the Lead Financial Strategist will collaborate closely with the FP&A Manager for North America. This role is designed for individuals who are not only proficient in financial analysis but also eager to engage in the development of comprehensive financial forecasts and...


  • Austin, Texas, United States Rithum Full time

    Rithum is a globally recognized commerce network that fosters collaboration among brands, suppliers, and retailers to create seamless e-commerce experiences. Our innovative platform empowers brands and retailers to drive growth, streamline operations, expand product offerings, and improve profit margins.With a robust network of over 40,000 companies...


  • Austin, Texas, United States Rithum Full time

    Rithum is a globally recognized commerce network that fosters collaboration among brands, suppliers, and retailers to create seamless e-commerce experiences. Our innovative platform empowers brands and retailers to drive growth, streamline operations, expand product offerings, and improve profit margins.With a robust network of over 40,000 companies...