Chief Investment Officer
Company | FNBO |
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Location | Minneapolis, MN, USA, Denver, CO, USA, Overland Park, KS, USA |
Salary | $225000 – $350000 |
Type | Full-Time |
Degrees | Bachelor’s, MBA |
Experience Level | Senior, Expert or higher |
Requirements
- Bachelor’s degree in Business Administration, Finance, Economics, or a related field (MBA preferred).
- CFA (Chartered Financial Analyst) designation required.
- 20+ years of experience in investment management, including 10+ years in a leadership role.
- Extensive expertise in portfolio management, asset allocation, and investment risk.
- Strong business acumen, communication skills, and executive leadership experience.
- Proven track record in developing and executing high-impact investment strategies.
Responsibilities
- Develop and execute FNBO’s investment strategy, balancing risk and return objectives to maximize portfolio performance.
- Oversee asset allocation, investment risk management, and research initiatives to ensure best-in-class investment practices.
- Lead investment committees, including Asset Allocation, Mutual Fund, Investment Committees and participate in additional committees as appropriate.
- Provide investment guidance to institutional, high-net-worth, and individual clients.
- Monitor macroeconomic trends and market cycles to adjust FNBO’s investment policies proactively.
- Ensure robust risk management frameworks are in place, aligning investment strategies with FNBO’s financial stability.
- Collaborate with key partners to identify trends and implement data driven mitigation strategies.
- Establish and track performance metrics, financial modeling, and reporting to drive informed decision-making.
- Lead a high-performing investment team, fostering a culture of accountability, innovation, and strategic thinking.
- Attract, develop, and retain top investment talent while ensuring strong succession planning.
- Set clear performance expectations, provide ongoing feedback, and drive a results-oriented investment culture.
- Serve as a visionary leader and strategic collaborator cultivating cross functional partnerships.
- Act as FNBO’s public-facing investment expert, providing thought leadership through market insights, media commentary, and client presentations.
- Represent FNBO at industry events, client meetings, and community forums to strengthen relationships and drive business growth.
- Develop strategic partnerships with institutional investors, financial institutions, and asset managers to enhance FNBO’s investment offerings.
- Ensure all investment policies align with regulatory and fiduciary requirements, including OCC, SEC, and other governing bodies.
- Lead investment policy development and oversee adherence to FNBO’s corporate governance and compliance frameworks.
- Work cross-functionally with legal, compliance, and risk teams to uphold FNBO’s integrity and regulatory commitments.
Preferred Qualifications
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No preferred qualifications provided.