Chief Investment Officer at First Excelsia

Our client is seeking a highly competent and result-driven Chief Investment Officer to join its dynamic team.

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 implement the company’s overall investment 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, and risks.
• Oversee the management and performance of all investment portfolios.
• Monitor and adjust portfolios to achieve targeted returns and risk metrics.
• Ensure consistency in the investment approach across all asset classes.
• Lead and mentor the investment and research teams, including portfolio managers, analysts, and traders.
• Build a high-performance culture that fosters collaboration, accountability, and innovation.
• Supervise trading activities and ensure alignment with portfolio strategy and market conditions.
• Ensure trades are executed efficiently, ethically, and in compliance with relevant regulations.
• Support client relationship teams with performance reporting and investment communication.
• Participate in client meetings and presentations as needed to explain strategy and results.
• Ensure investment activities comply with internal policies, regulatory guidelines, and fiduciary standards.
• Work closely with compliance and risk management teams to monitor portfolio and market risks.

Person Specification

• A Bachelor’s degree in Finance, Economics, Accounting, or a related field (required).
• MBA, CFA or other advanced investment qualifications (strongly preferred).
• Relevant regulatory certifications/licensing (as applicable in your jurisdiction).
• Minimum of 10–15 years’ 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 asset allocation models.
• Strong understanding of financial markets, instruments, and portfolio risk management.
•  Ability to set and articulate long-term investment strategies.
• Proven ability to lead and inspire investment teams.
• Deep analytical skills and ability to interpret complex data sets.
• Strong verbal and written communication skills; ability to explain complex investment concepts clearly.
• High level of professionalism and a strong orientation to client needs.
• Strong integrity, judgment, and commitment to regulatory and fiduciary responsibilities.