Chief Investment Officer at First Excelsia

• The Chief Investment Officer(CIO) will be responsible for setting and executing the investment strategy of the asset management company.
• The ideal role holder will lead portfolio management, research, and trading functions to drive superior investment performance across all asset classes. The role requires balancing long-term investment strategy with short-term performance targets while managing risk and ensuring compliance.

Job Responsibilities:

• Develop and implementthe company’s overallinvestment philosophy and strategy.
• Set asset allocation models and risk parameters in line with client objectives and market conditions.
• Advise the Board and Executive Management on market trends, investment opportunities, andrisks.
• Oversee the management and performance of all investment portfolios.
• Monitor and adjustportfolios to achievetargeted returns and risk metrics.
• Ensure consistency in the investment approach across all asset classes.
• Lead and mentorthe investment and research teams,including portfolio managers, analysts, and traders.
• Build a high-performance culture that fosterscollaboration, accountability, and innovation.
• Supervise trading activities and ensure alignmentwith portfolio strategyand market conditions.
• Ensuretrades are executed efficiently, ethically, and in compliance with relevant regulations.
• Support    client    relationship   teams     with    performance    reporting    and    investment communication.
• Participate in clientmeetings and presentations as needed to explain strategyand results.
• Ensure investment activities comply with internalpolicies, regulatory guidelines, and fiduciary standards.
• Work closely with compliance and risk management teams to monitor portfolio and market risks.

Person Specification

• A Bachelor’s degreein Finance, Economics, Accounting, or a related field(required).
• MBA, CFA or other advancedinvestment qualifications (stronglypreferred).
• Relevant regulatory certifications/licensing (as applicable in your jurisdiction).
• Minimum of 10–15years’ experience in asset or investment management.
• Proven track record of leading investment teams and managing portfolios across multiple asset classes.
• Experience in developing and executing investment strategies and assetallocation models.
• Strong understanding of financial markets,instruments, and portfoliorisk management.
• Ability to set and articulate long-term investment strategies.
• Proven ability to lead and inspire investment teams.
• Deep analytical skillsand ability to interpret complexdata sets.
• Strong verbal and written communication skills; ability to explain complexinvestment concepts clearly.
• High level of professionalism and a strongorientation to client needs.
• Strong integrity, judgment,and commitment to regulatory and fiduciary responsibilities.