Chief Investment Officer | Indianapolis, Indiana

Reference Number: HRJ6809
Location: Indianapolis, Indiana

Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in establishing the firm’s long-term investment vision and strategies.

This role will have hands on responsibility for sourcing and vetting private equity funds, co-investments, and direct investments. The ideal candidate also has CIO experience at a sizable firm serving similar clients. Candidates should have strong technical skills, leadership experience, and extensive client/prospect facing experience.

Responsibilities:

  • Leads the Investment Management Group and participates in various senior level committees.
  • Participates in private equity fund/investment due diligence.
  • Manages all investment related projects and initiatives.
  • Participates in client/prospect meetings on an as needed basis.
  • Active in investment areas including research and publishing original written material.

Requirements:

  • CFA highly preferred.
  • Experience as a CIO highly preferred and experience managing a team of CFAs.
  • Excellent project management skills.
  • Exceptional written and verbal communication skills and presentation abilities.

Compensation: Attractive compensation package with base salary and bonus. Future equity potential.

Location: Indianapolis, Indiana

Reference Number: HRJ6809

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