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 an expected annual base salary range of $125,000 - $175,000 plus discretionary bonuses and comprehensive benefits.
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: Comprehensive health, 401(k), PTO, life insurance
Skills & Requirements
Must-have
4+ years financial services experience
Advanced data analysis capabilities
AI-driven portfolio strategy
Cross-functional stakeholder coordination
Nice-to-have
Intellectual curiosity and novel analysis
High-quality written communication skills
Adaptable solutions-oriented mindset
Strong attention to detail under tight timelines
Key Requirements
4+ years experience in financial services or asset management
Foundational knowledge of investing concepts and metrics