Chief Investment Officer
EisnerAmper
full-time
Posted on:
Location Type: Hybrid
Location: Minneapolis • Maryland • Minnesota • United States
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Job Level
About the role
- chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld
- define and evolve the firm’s long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy
- oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements
- lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments
- establish and monitor risk limits, stress testing, and performance attribution processes
- manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent
- present investment strategy and performance to internal advisors and clients; support business development efforts
- represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education
- partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives
- maintain investment governance standards and ensure adherence to regulatory requirements
Requirements
- Bachelor’s degree in Finance, Economics, or related field
- 15+ years of progressive investment management experience, including leadership of investment teams
- demonstrated experience in portfolio construction, manager selection, and risk management
- strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques
- excellent communication skills with experience presenting to senior executives, advisors, and clients
- Chartered Financial Analyst (CFA) designation
- prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role
- experience managing multi-asset and alternative strategies within an RIA or wealth management environment
- familiarity with portfolio management systems, performance attribution tools, and trading platforms
Benefits
- flexibility to manage your days in support of our commitment to work/life balance
- culture that has received multiple top “Places to Work” awards
- embracing differences to create new solutions
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
investment managementportfolio constructionmanager selectionrisk managementtax-aware portfolio constructionperformance attributiondiscretionary strategiesETFsmutual fundsalternative investments
Soft skills
leadershipcommunicationmentoringteam managementpresentation skillsbusiness developmentthought leadershipclient relationsstrategic thinkingcollaboration
Certifications
Chartered Financial Analyst (CFA)