Chief Investment Officer Resume Samples

A Chief Investment Officer is hired to manage the organization’s investment portfolios. The job description entails overseeing the team of professionals who are responsible for monitoring and managing the investment activity and maintain good investor relations. Other specific duties are listed on the Chief Investment Officer Resume as – establish well-organized and effective investment processes, organize regular investment reviews and reports, attend annual meetings, and review financial statements, lead the investment strategy unit; perform regular administrative duties, and manage/uphold client relationships.

Hiring employers prefer to hire those with the following skills and abilities – experience and familiarity with the overall financial needs of the company, a keen understanding of financial markets; and strong experience in leading, supervising, and motivating a team of investment professionals. A master’s qualification preferably in fields such as finance or economics is required, work experience is as well needed.

Chief Investment Officer Resume example

Chief Investment Officer Resume

Objective : Senior Financial Professional with extensive experience in the Real Estate Development and Banking Industries. Successful track record of initiating, sourcing, structuring, and managing complex transactions and building/operating private and public companies. Decisive leader and problem solver with a demonstrated history of value creation and the ability to lead a transaction from inception to completion.

Skills : Portfolio Manager, New Business Development.

Description :

    1. Managed the investment operations of the $17 billion pension system to ensure compliance with Board policies.
    2. Regularly provided updates and recommend modifications to this Policy to the Board.
    3. Annually presented recommended strategic asset allocation targets and ranges for Board approval.
    4. Monitored the management of $5.5 billion internally managed fixed income and equity portfolios.
    5. Made recommendations to the Investment Committee to hire and terminate external managers, advisors, and consultants.
    6. Implemented agreements with selected Investment Managers at prudent and approved commitment levels.
    7. Maintained a consultative relationship and open dialogue with the Executive Director and Board on investment-related matters including asset allocation decisions and the structure of the investment program with respect to external managers, advisors, consultants, as well as short- and long-term investment strategy.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
BA In Economics


Chief Investment Officer Resume

Headline : Dynamic and highly productive skilled professional with proven success in areas of healthcare, information technology, operations, retail, manufacturing, and financial industries. Proficient in analyzing business needs and creating effective solutions that result in maximized efficiency and decreased risk.

Skills : MS Office, Financial Analysis, Financial Modeling, Investing, Excel.

Description :

    1. Led investment initiatives for the firm, with a focus on commodity space and real estate in the alternative investment world (hedge funds, private equity funds), including identifying opportunities, developing transactions, and managing the full lifecycle of investments.
    2. Oversaw fundraising activities.
    3. Performed comprehensive due diligence to ensure solvency and sustainability of all transactions.
    4. Provided key advice for clients on investment activities and opportunities.
    5. Successfully built and maintained strong relationships with clients.
    6. Turned around private investment and sold to NASDAQ Company in 2012, $58m.
    7. Leveraged network to develop opportunities and drive successful investment outcomes.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
BS In Marketing And Communications


Chief Investment Officer Resume

Headline : International expertise in investment management. Master asset allocation, all traditional and alternative instruments, derivatives, structured products, and risk management. Setup investment processes and teams. Manage assets on an absolute or relative return basis. Chair of investment committees. Reengineering and development of investment value propositions.

Skills : ArcGIS, Investigating Skills.

Description :

    1. Researched publicly traded companies by reading 10Ks (annual reports), 10Qs and proxy statements.
    2. Determined the competitive position of the company within its industry as well as the quality of management and board of directors.
    3. Analyzed financial statements and free cash flow trends to determine the valuation of the company.
    4. Read research reports on company and industry.
    5. Spoke with analysts and company management or investor relations.
    6. Led investment management and administration of five retirement systems and 10 asset pools.
    7. Responsible for investment decisions on $200 mil of client assets while also drafting investment commentary for circulation among clients.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS In Business/Finance

Chief Investment Officer Resume

Summary : Creative professional with proven financial management, leadership, and marketing skills. Excellent writing and presentation skills.

Skills : Investment Management, Private Markets, Communication, Problem Solving, Public Speaking, Strategic Thinking, Financial Analysis Science.

Description :

    1. Responsible for leading the investment process for a boutique broker-dealer/RIA that has invested +$85 million in alternative investments over the past three years.
    2. Researched, analyzed, evaluated, and performed due diligence on private investment opportunities including oil and gas, cell towers, diverse real estate (i.e.: assisted living facilities), and absolute return strategies.
    3. Developed a relationship with one of the largest private oil producers.
    4. Attained access to their exclusive investment platform.
    5. Invested +$4 mm targeting single-family residential rental properties.
    6. Sourced deal flow, performed due diligence, and structured the deal terms.
    7. Oversaw acquisitions across 5 different U.S.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Finance

Chief Investment Officer Resume

Summary : Seeks to obtain a position utilizing excellent communication skills, team philosophy, and financial background. Combining strong interpersonal and communication skills, and committed to continual performance development in the workplace.

Skills : Microsoft Office, Fast Learner, Detail-Oriented, Organized, Communication, Multilingual, Team Player.

Description :

    1. Responsible for the analysis and origination of new real estate investment and development opportunities as well as managing existing real estate investments.
    2. Day to day activities included due diligence, prepare pro formas & cash flow projections; acquisitions; capital structuring; negotiate JV and purchase & sale agreements; oversee entitlements, design, construction, and leasing; asset & property management; budget monitoring and investment reporting; handling investor and bank relations; oversee the controller and the accounting department.
    3. Guided the company skillfully and soundly through the Great Recession.
    4. Secured $1.3 billion of debt and equity financing for the acquisition, development, and refinancing of more than 4.9 million sqft of Class A & B ground-up and value-add retail, office, multifamily, and mixed-use investments.
    5. Acquisition, development, and management of 1,918 multi-family residential units (303 affordable).
    6. Retail experienced includes the development, leasing and management of 1.9 million sqft of Class A neighborhood and open-air lifestyle centers.
    7. Structured complex public-private partnerships with government agencies and tax credit intermediaries resulting in $183 million worth of subsidized financing for redevelopment and affordable housing.
    8. Applied for, and awarded a $20 million New Market Tax Credit allocation.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MBA

Chief Investment Officer Resume

Summary : Highly qualified Chief Investment Officer with experience in the industry. Enjoy creative problem solving and getting exposure to multiple projects, and would excel in the collaborative environment on which your company prides itself.

Skills : Microsoft Office, Graphic Design.

Description :

    1. Directed the research, evaluation, and selection of investments and asset allocation models using complex quantitative and qualitative methods, as well as make decisions to align the investment selections with client goals and risk tolerance.
    2. Created and managed several programs and technology solutions utilizing a comprehensive (investment, operational, and compliance) due diligence process and investment consulting capabilities.
    3. Covered external separate account managers, exchange-traded funds, hedge funds, fund of funds, multi-disciplinary portfolios, overlay management, and mutual funds.
    4. Created individual and consolidated performance measurement reports, manager profiles, automated investment portfolio analytics, marketing literature, client agreements, manager contracts, and other material for the program.
    5. Negotiated contracts with third-party managers and vendors.
    6. Created and delivered sales presentations and demonstrations to prospective institutional clients, including larger financial institutions.
    7. Hired, trained, and supervised department; projected asset flows and program growth rates; created and negotiated legal documents and contracts.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
BA In Management

Chief Investment Officer Resume

Headline : Responsible for Managing expenses, policies, and procedures of the department; facilitated coordination of related services and vendors, such as operations setup using APL and Axys portfolio accounting systems and other technology solutions.

Skills : Estate, Tax, Investment, Retirement Planning, Trading, And Investment Mgmt.

Description :

    1. Led a six-person investment committee on investment policy and allocation strategies for all client portfolios.
    2. Responsible for CRM, trading platform operations, and investment analytics.
    3. Supervised four client relationship managers on career and sales development goals.
    4. Conducted extensive client satisfaction surveys and develop compensation incentives for retention of assets, growth of AUM, and financial planning revenue.
    5. Coordinated client appreciation events in all markets.
    6. Developed bonus compensation incentives for CPA Partners' referral of existing tax clients to the wealth management group.
    7. Served as primary estate and trust insurance and investment planning executive for all Managing Partners in five branches representing 500 employees.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
BS in Finance & Accounting Management

Chief Investment Officer Resume

Headline : Seasoned professional looking to grow and succeed in a dynamic environment. A proven track record of exceeding departmental goals while initiating operational enhancements to improve quality and reduce costs.

Skills : Planning, Managing, Strong Leadership, Team Player.

Description :

    1. Prepared detailed budgets and financial reports for 14 commercial retail properties.
    2. Marketed vacant space to prospective tenants through leasing agents, advertising, and other methods.
    3. Reviewed rents to ensure that they are in line with rental markets upon lease expirations/renewals for over 40 leases in 2015.
    4. Negotiated with government leaders, businesses, special interest representatives, and utility companies to gain support for new projects and to eliminate potential obstacles.
    5. Contracted with an architectural firm to draw up detailed plans for new structures, as well as tenant improvements within most of our 14 properties.
    6. Negotiated short- and long-term loans to finance construction and ownership of 8 properties in a two-year time span.
    7. Directed and coordinated the activities of four staff and evaluate their performance.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
BBM

Chief Investment Officer Resume

Headline : Dynamic and accomplished financial services professional with experience working with individual and institutional investors both on the buy-side and sell-side. Expertise in equity analysis, portfolio management, trading, marketing, report writing, communications, public speaking, and mentoring. Adept in building, maintaining, and deepening client relationships, effectively explaining complex capital market concepts to investors of all levels of sophistication, and motivating colleagues and clients to action.

Skills : Organization, Inventory Management, Coordinating.

Description :

    1. Directed all investment operations of this wealth management firm while generating new business, leading the Investment Policy Committee, and publishing regular capital markets commentary.
    2. Total compensation rose 70% in seven years Grew firm AUM from $80 million to over $300 million.
    3. Directly managed over 120 client portfolios and maintained client retention well above industry standard (97%).
    4. Created a transparent system allowing advisors to construct unique individual equity portfolios for clients.
    5. Used proprietary stock screens and fundamental analysis to populate the firm's, Buy List.
    6. Established systematic process for mutual fund and manager selection.
    7. Conducted weekly Investment Policy Committee meetings; managed and mentored 6 other committee members.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
MBA In Finance

Chief Investment Officer Resume

Summary : Seeks to obtain a permanent career that provides challenging assignments as well as growth opportunities that will motivate to contribute to the productivity of the company and further develop skills.

Skills : Computer literacy, Windows proficient, Microsoft Word, PowerPoint, and Excel.

Description :

    1. Managed all aspects of the Investment Division: hired and trained investment/research staff of 10.
    2. Designed the strategic framework for a comprehensive array of 20 plan investment fund options representing 30 external management firms.
    3. Restructured $2 billion stable value portfolio using innovative insurance contract concepts.
    4. Conceptualized and managed in-house market research capability.
    5. Conceived, staffed, managed first in-house counsel function; re-organized and upgraded RFP database content used by business acquisition group.
    6. Participated in marketing and product pricing, as part of an executive management team.
    7. Authored RC's first disclosure document to comply with SEC requirements.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
M.B.A. In Finance