Deputy Chief Investment Officer, Single Family Office, Palm

A single family office in Palm Beach is hiring a Deputy CIO to partner with the CIO in managing family investment portfolios across public and private, traditional and alternative asset classes. A senior, hands-on mandate covering strategy, due diligence, risk management, investment committee leadership and direct advisory to the family Principal. Requires 20+ years of investment experience.

The Position:
Partner with the CIO to understand the family's investment goals, objectives, policies and priorities, and manage portfolio assets across multiple asset classes.

Key Responsibilities
- Develop and implement portfolio strategy with tax optimization
- Proactively manage risk across the portfolio to optimize returns while minimizing downside
- Assess public and private equity opportunities using fundamental analysis
- Participate in the investment committee and quarterly portfolio reviews
- Lead due diligence on new partnerships and investments
- Lead, recruit and manage the performance of the investment team
- Serve as a strategic advisor to the family Principal

Ideal Candidate
- Entrepreneurial and style-agnostic investment approach; 20+ years of relevant investment experience across asset classes
- Undergraduate degree required; MBA and/or CFA strongly preferred; FINRA licenses preferred
- Broad knowledge across all global public and private traditional and alternative asset classes
- Strong quantitative skills and investment due-diligence expertise
- Family office or ultra-high-net-worth client experience preferred
- Excellent communication skills; able to synthesize and communicate complex concepts
- Leadership and mentoring experience

Compensation &

Location:

Industry-competitive package with comprehensive benefits;
Palm Beach, FL.