Chief Investment Director
2 days ago
Allocator Jobs is a community bank providing financial solutions to individuals, families, and businesses.
SUMMARY
This position directs and oversees the organization's investment portfolio and strategies. The Chief Investment Director establishes long-range goals, strategies, plans, and policies for investments. This role manages the investment team and is responsible for advising the Board of Directors on changes to investment strategy and policy.
Responsibilities:
- Develop and implement the organization's investment strategy, providing advice and recommendations to the Board of Directors.
- Direct the development, implementation, and communication of approved investment policies for the Trust Department.
- Manage the organization's investment portfolio, including sourcing, monitoring, and reviewing investments.
- Identify and mitigate financial risks by establishing strategies that reduce and manage investment-related risks.
- Conduct research on investment opportunities and market trends.
- Making investment recommendations and providing support to explain their benefits.
- Compile and present reports on investment performance compared to benchmarks.
BENEFITS
This role offers a competitive salary estimated at $140,000 per year, based on industry standards and location.
QUALIFICATIONS
To be successful in this role, an individual must have a Bachelor's degree in business administration, accounting, economics, finance, or a related field. A Master of Business Administration or similar graduate degree is desirable.
The ideal candidate will possess at least seven years of experience in institutional portfolio management and overseeing investments risk management and/or compliance functions.
KEY SKILLS
The following skills are essential for this role:
- Pension portfolio management experience
- Chartered Financial Analyst (CFA) designation
- Knowledge of investment concepts, terminology, styles, models, and strategies
- Ability to analyze and evaluate risk and performance of investment managers
WORK ENVIRONMENT
This role may require occasional overnight travel and working before or after normal business hours to attend meetings and meet with clients.
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