Chief Investment Officer

4 hours ago


Oklahoma City, Oklahoma, United States Agreus Full time
Chief Investment Officer

Agreus is seeking a seasoned Chief Investment Officer to lead the development of our Family Office's investment strategy and oversee the management of our assets.

The ideal candidate will have extensive experience in global investments, with a strong background in traditional and alternative investments. They will be responsible for creating and implementing a comprehensive family financial strategy, including asset allocation and manager selection.

The Family Office is at an early stage of development, and the successful candidate will play a key role in shaping its investment approach and building a high-performing investment team.

Key Responsibilities:
  • Develop and implement a comprehensive family financial strategy and Investment Policy Statement (IPS)
  • Initiate primary investment decisions to fulfill family investment objectives
  • Organize and implement an asset allocation strategy based on principles and benchmarks agreed upon by the CEO/Principal
  • Manager Selection - Research and identify top-performing money managers worldwide to implement applicable allocation towards each specific asset class
  • Source, select, diversify, and monitor money managers who carry out actual investing of various aspects of the portfolio, including cash management, bonds, equities
  • Due Diligence - Source reputable investigative firms to perform comprehensive background checks on potential partners

Remuneration will be commensurate with the duties and demands of the role and the experience of the candidate.

If you are a seasoned investment professional looking for a new challenge, please submit your latest CV to us.



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