Chief Investment Officer

We are conducting a confidential search for an exceptional Chief Investment Officer to lead the investment strategy, investment platform, product innovation and capital markets activities of a rapidly growing investment business.

This is not a traditional portfolio management role.

The successful candidate will combine institutional investment expertise with commercial leadership, with the ability to develop investment products, originate opportunities, raise institutional capital and build scalable investment platforms serving sovereign wealth funds, institutional investors, family offices and UHNW clients.

The CIO will work closely with Executive Management and the Board to shape the firm's investment strategy and growth.

Key Responsibilities

Investment Strategy & Portfolio Leadership

• Develop investment strategy across public and private markets.
• Lead asset allocation and portfolio construction.
• Advise Executive Management, Investment Committee and Board.
• Establish investment policies, governance and risk frameworks.
• Monitor global markets and investment opportunities.

Investment Platform & Product Development

• Lead development, structuring and launch of institutional investment products.
• Oversee listed funds, private/alternative funds, SMAs, co-investments, structured products and bespoke mandates.
• Work with Legal, Compliance, Operations, Finance and Distribution to commercialize solutions.
• Develop propositions for institutional investors, SWFs, pension funds, insurers, family offices and UHNW clients.
• Support fundraising and investor engagement.

Investment Origination & Transaction Execution

• Lead sourcing and execution of opportunities across multiple asset classes.
• Oversee modelling, valuation, due diligence, Investment Committee papers, structuring, negotiations and execution.
• Coordinate banks, legal counsel, consultants and placement agents.

Institutional Capital & Commercial Leadership

Develop relationships with:

• Sovereign Wealth Funds
• Pension Funds
• Insurance Companies
• Family Offices
• Institutional Asset Managers
• Banks
• Development Finance Institutions
• Strategic Partners
• Support capital raising and institutional engagement.
• Identify strategic partnerships and new business opportunities.
• Represent the firm with investors, regulators and industry stakeholders.

Leadership

• Build and lead a high-performing investment organization.
• Develop talent across investment, product and execution functions.
• Promote disciplined investment decision-making, innovation and commercial excellence.
• Serve as principal investment adviser to Executive Management and Board.

Candidate Profile

Investment Leadership

• Multi-asset investment strategies
• Asset allocation and portfolio construction
• Investment Committee leadership
• Investment governance and risk management

Listed Funds

• Experience managing, overseeing or launching listed investment funds or publicly traded investment vehicles.

Investment Product Development

• Experience designing, structuring and launching institutional funds, alternative vehicles, SMAs, structured products or bespoke mandates.

Asset Class Experience

Strong experience across several of:

• Public Equities
• Fixed Income
• Private Equity
• Private Credit
• Infrastructure
• Real Estate
• Venture Capital
• Structured Products
• Hedge Funds
• Alternatives
• Multi-Asset Portfolios

Sector Experience

Experience across multiple sectors including Financial Services, Infrastructure, Energy, Industrials, Technology, Healthcare, Consumer, Real Estate, Aviation, Logistics and Telecommunications.

Commercial Capability

• Investment origination
• Product commercialization
• Institutional fundraising
• Client engagement
• Strategic partnerships
• Business development

Buy-side candidates should demonstrate the ability to lead a commercially focused platform with strong institutional engagement and product development responsibilities.

Qualifications

• Bachelor's degree in Finance, Economics, Business or related field.
• MBA/Master's preferred; CFA, CAIA or equivalent highly desirable.
• 15+ years of relevant investment experience.
• Experience in institutional investment management, investment banking, capital markets, private markets or alternatives.
• Board and Investment Committee presentation experience.
• Strong institutional investor network.

Critical Competencies

• Multi-Asset Investment Strategy
• Investment Product Innovation
• Listed & Private Fund Management
• Capital Markets & Investment Banking
• Institutional Capital Raising
• Investment Origination
• Portfolio Construction
• Financial Modelling & Transaction Structuring
• Investment Governance
• Commercial Leadership
• Institutional Relationship Management
• Team Leadership

What We Will Be Looking For

Candidates will be expected to demonstrate:

• Experience managing or overseeing listed investment funds.
• Proven experience designing and launching investment products.
• Broad multi-asset and cross-sector investment expertise.
• Ability to translate investment expertise into a commercially driven platform focused on institutional clients, product innovation and capital formation.