Chief Investment Officer | Remote

Senior Investment Lead

Role Overview

Engage as a Senior Investment Lead to provide expert investment judgment, guide analytical approaches, and ensure high-standard recommendations for institutional investment projects.

$150 per hour | 10-40 hrs/week | Remote

Key Responsibilities

• Provide senior investment judgment across both public securities and private-company work.
• Establish the investment framework and analytical approach used by the broader project team.
• Review valuations, portfolio analysis, asset-allocation recommendations, and investment-policy considerations.
• Challenge assumptions, identify material risks, and ensure conclusions are supported by evidence.
• Guide the development of recommendations and ensure proposed actions are commercially sound.
• Review and provide structured feedback on financial models and investment analyses.
• Communicate investment conclusions clearly to senior stakeholders.
• Incorporate reviewer feedback and iterate quickly on analyses and recommendations.

Core Requirements

• Have strong relevant experience in the domain with approximately 12 of professional investment experience.
• Senior experience within a Multi-Family Office, Private Equity firm, Hedge Fund, investment office, or investment bank.
• Experience in senior roles such as Chief Investment Officer, Managing Director, or Senior Portfolio Manager.
• Strong understanding of both public markets and private-company investing.
• Experience evaluating diversified portfolios across multiple asset classes and industries.
• Demonstrated expertise in portfolio construction, investment analysis, valuation, asset allocation, and risk management.

Additional Strengths

• Strong analytical approach to reviewing and improving professional content.
• High level of consistency when assessing technical and transactional accuracy.
• Comfortable managing deliverables with minimal supervision.

Application Process

• Apply through the Easy Apply button to submit your application.
• Applications will be carefully reviewed in line with the role requirements.
• Eligible applicants will be contacted via email with instructions for the next stage.
• Follow the instructions in the email to complete the remaining application requirements.