Chief Investment Officer

WHAT DOES A CHIEF INVESTMENT OFFICER DO?

Published:
May 28, 2025 - The Chief Investment Officer is responsible for directing the company's investment strategy, overseeing a team of managers and analysts, and ensuring compliance, efficiency, and alignment with regulatory standards. This position leads the sourcing, evaluation, and execution of late-stage private investment opportunities, while guiding transaction processes and presenting proposals to the Investment Committee. This role monitors portfolio performance, interprets financial data, and delivers strategic recommendations to enhance fund returns and support business growth.

• Investment Oversight:
  Oversee and be responsible for the dedicated investment function of the company
• Team Management:
  Manage and navigate a team of Investment Managers, analysts, and external providers
• Cross-Functional:
  Partner with the investment operations, share sourcing, marketing, and sales teams to support the growth of the company’s AUM, operational efficiency, compliance, and financial reporting
• Performance Monitoring:
  Monitor the performance of the various portfolios, and ensure that all investment activities adhere to financial industry regulations, conducting audits to prevent fraud and avoid risks
• Business Development:
  Business development with the objective to build a strong pipeline of potential investment opportunities in late-stage private companies
• Deal Leadership:
  Provide leadership, source and execute investment opportunities, lead due diligence, direct transaction team and coordinate transaction execution and closing in partnership with other functional teams
• Proposal Presentation:
  Oversee creation, then present investment proposals to the Investment Committee
• Financial Assessment:
  Assess and interpret complex financial information, making recommendations based on experience, risk assessment, and ensure execution
• Briefing Review:
  Critically review financial briefings (often written by investment analysts) and make improvement suggestions for accessibility, marketing, and assessment purposes
• Fund Management:
  Make informed financial recommendations, monitor the performance of the Investment Fund, analyze, report and make adjustment recommendations

• Program Direction:
  Directs the firm’s investment programs
• Project Management:
  Manages all investment-related projects and initiatives
• Account Oversight:
  Oversees the trading and rebalancing of client accounts
• Security Research:
  Researches and evaluates a wide range of investment securities, including equities, fixed income, private equity, and private placements
• Portfolio Management:
  Creates and manages in-house model portfolios
• Client Engagement:
  Participates in client/prospect meetings on a regular basis
• Plan Development:
  Develop the customized and comprehensive personal investment plans
• Financial Planning:
  Works with clients to develop customized financial plans and service them
• Team Consultation:
  Consult with the team on complex investment planning scenarios
• Business Development:
  Active in investment areas including research and acquisition of new business

• Vision Leadership:
  Establish a clear vision and strategic pathway for the stabilization and growth of the State YMCA of Michigan
• Relationship Building:
  Demonstrate maturity, empathy, and understanding to cultivate genuine relationships with a diverse range of staff and participants who come from all over the world, long-time funders, and board members
• Culture Development:
  Leverage the enthusiasm and passion for the organization’s history, mission, and services that result in the development of a culture of mutual respect and cross-program collaboration
• Spokesperson Role:
  Serve as an effective and visible spokesperson for the State YMCA of Michigan, effectively articulating the organization’s history, mission, and programs
• Community Engagement:
  Foster and strengthen relationships with alumni, campers and Youth in Government participants, camper families, community neighbors, and partners
• Staff Leadership:
  Provide…