Chief Investment Officer, Funds and Portfolios

2 weeks ago


Dublin, Ohio, United States Meeder Investment Management, Inc. Full time
About the Role

Meeder Investment Management, Inc. is seeking a seasoned investment professional to lead our portfolio management team as Chief Investment Officer, Funds and Portfolios. This is a critical role that requires a deep understanding of investment strategies, portfolio management, and leadership skills.

Key Responsibilities
  • Investment Leadership
    • Oversee the development and implementation of investment strategies for our proprietary and non-proprietary mutual funds and portfolios.
    • Manage individual stock selections for mutual funds and SMID portfolios.
    • Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios.
  • Portfolio Management
    • Oversee the development, enhancement, and review of all quantitative models and factor-related decisions.
    • Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios.
  • Client Communication
    • Participate in the firm's client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis.
  • Team Leadership
    • Lead and develop a team of investment professionals, including Director of Research, Portfolio Managers, and Analysts.
Requirements
  • Education
    • Bachelor's degree in Finance, Economics, Statistics, or other technical degree. Master's degree preferred.
  • Experience
    • Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience.
  • Skills
    • Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.
Critical Success Factors
  • Strong experience leading and developing a team of investment professionals.
  • Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation.
  • In-depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures.
  • Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form.
  • Strong organization and time management skills with ability to multi-task.
  • Excellent problem-solving skills and ability to find 'outside the box' solutions.


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