Chief Investment Officer
EisnerAmper
full-time
Posted on:
Location Type: Office
Location: New York City • New Jersey • New York • 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
- You will have the flexibility to manage your days in support of our commitment to work/life balance
- You will join a culture that has received multiple top “Places to Work” awards
- We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions
- We understand that embracing our differences is what unites us as a team and strengthens our foundation
- Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
investment managementportfolio constructionmanager selectionrisk managementtax-aware portfolio constructiontax-efficient implementationperformance attributiondiscretionary strategiesdue diligencealternative investments
Soft Skills
leadershipcommunicationmentoringteam managementpresentation skillsbusiness developmentclient relationsstrategic thinkinggovernancethought leadership
Certifications
Chartered Financial Analyst (CFA)