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Confidential

Chief Investment Officer

Pay: $250,000–$350,000/yr

Posted: 6 weeks ago

Location: Melville, NY (Onsite)

Last Updated: 2 weeks ago

Hours: Full-Time

Expires: 9/28/2026

Career Insights for Investment / Portfolio Analyst

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What they do

An Investment or Portfolio Analyst advises individuals and companies about investments. Typically works with a collection of investments called a portfolio, though can also advise clients about individual investments. Studies trends that impact investments and writes reports regarding economic and business changes and activities that affect the value of investments. Can also be involved in the selling of investments, such as stocks. Works mainly in investment firms, though can also be employed in lending institutions, corporate finance departments, banks or insurance companies.

$97,573 / year median in New York

-3% projected decline

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Job Description

JOB DESCRIPTION

Company is an independent, boutique firm that provides a full range of wealth management services. The Chief Investment Officer will join a high performance, dynamic team of advisors and professionals responsible for providing high net worth individuals with comprehensive wealth management solutions to help them achieve their financial goals. This is a key position in a rapidly growing firm, seeking a person willing to accept a high degree of responsibility and autonomy. The ideal candidate will have the required skills and education along with our shared dedication and values.

Roles Responsibilities:

Manage asset allocation, portfolio construction, and risk management strategies. Conduct ongoing performance analysis and make necessary recommendations for adjustments. Provide market commentary and thought leadership for internal and external communications. Conduct due diligence on investment opportunities and fund managers Management and professional development of the Investment and trading team members.

Requirements:

CFA required 10+ years of experience in investment management and portfolio construction Strong knowledge of fiduciary investment principles, asset allocation, and risk management Proficiency in investment research tools and portfolio management software 5-year track record of successful management of an Investment and Trading Team Strong Leader with excellent communication and collaboration skills Willing and capable of increasing the investment knowledge of both employees and clients.

About Our Culture:

Our mission is to build authentic relationships with our clients, as well as our team. Joining our team means joining a supportive and collaborative work environment where your contributions are valued.

Pay:

$250,000.00 - $350,000.00 per year

Benefits:

401(k) Dental insurance Flexible spending account Health insurance Life insurance Paid time off Vision insurance

License/Certification:

Chartered Financial Analyst (Required) Ability to

Commute:

Melville, NY 11747 (Required)

Work Location:

In person