Chief Investment Officer

Chief Investment Officer

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

No preferred qualifications provided.