The Chief Investment Office serves as a central hub for firmwide coordination, investment process stewardship, and macroeconomic insight
Job Summary
The Chief Investment Office serves as a central hub for firmwide coordination, investment process stewardship, and macroeconomic insight.
The Associate will analyze portfolio company performance, drive strategic prioritization of operational resources, and deploy advanced AI for data strategy.
Compensation includes a base salary range of $125,000 - $175,000 plus comprehensive health benefits, 401(k), and discretionary bonuses.
Matching Summary
The Chief Investment Office serves as a central hub for firmwide coordination, investment process stewardship, and macroeconomic insight.
Salary
Base: $125,000 - $175,000; Bonus/Equity: Discretionary bonuses and potential equity; Benefits: Medical, dental, vision, FSA, life insurance, 401(k)
Skills & Requirements
Must-have
4+ years financial services experience
Advanced data analysis skills
Strong written communication abilities
Investment concepts knowledge
Process improvement drive
Nice-to-have
AI-driven insights strategy
Proprietary survey development
Cross-enterprise collaboration
Intellectual curiosity
Can-do attitude in evolving landscape
Key Requirements
4+ years experience in financial services or asset management
Foundational knowledge of investing concepts and metrics