Deputy Chief Investment Officer

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs CPAs and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40 locations across the country we are here to serve our clients beyond what is expected.

The Deputy Chief Investment Officer (Deputy CIO) plays a critical leadership role within the investment team of an organization supporting the Chief Investment Officer in managing and overseeing the companys investment strategies portfolios and operations. The Deputy CIOwill ensure theeffective execution of investment policies fosters innovation and provides strategic direction to achieveChoreosfinancialobjectives including internal and external messagingto advisors and Deputy CIOwillreport to the Chief Investment Officer and may act as their delegate in their absence. This role collaborates closely with the investment teamandsenior management.

Primary Responsibilities:

• Assist the CIO in developing and implementing the organizations investment vision strategy and policies.
• Oversee and monitorthe performance of investment portfolios and solutions ensuring alignment with the organizationsobjectives. Participate in assetallocationdecisions rebalancing and risk management processes.
• Enhance research efforts to identifynew investment opportunitiesmonitormarket trends and evaluate macroeconomic factors andprovideactionable insights for investment decision-making.
• Mentor and supervise investment staff fostering a culture of collaboration professional growth and high performance. Delegate responsibilities and coordinate cross-functional teams as needed.
• Communicate effectively with internal and external stakeholders including senior management board members clients and partners.
• Ensure adherence to regulatory requirements company policies and high ethical standards. Identifyand mitigate potential risks in investment strategies and operations.
• Support the CIO in overseeing day-to-day investment operations.
• Drive initiatives to improve investment processes systems and tools. Encourage adoption of new technologies and methodologies to enhance efficiency and performance.

Basic Qualifications:

• Bachelors degree in Finance Economics Business Administration or a related field
• Masters degree or professional certifications (e.g. CFA CAIA) preferred
• Minimum of 10 years of progressive investment management experience including leadership roles within institutional or asset management organizations
• Strong analytical strategic thinking and decision-making skills
• Excellent communication interpersonal and leadership abilities
• Deep understanding of investment markets asset classes and risk management techniques
• Strong writing capabilities as well as presentation skills are essential
• Familiarity with investment analytics platforms financial modeling and portfolio management software
• Willingness to travel 10-25% of working time for internal and client meetings as well as events

Employee Benefits

At Choreo we provide a holistic total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health happiness and financial security. Here is what we offer:

• Competitive salary and bonus plan
• Competitive medical dental and vision plans
• Basic life and disability coverage
• 401(k) matching program
• Financial support for approved designations and courses
• Technical leadership sales training opportunities
• Unlimited discretionary time off
• Paid parental leave

Choreo is an equal opportunity employer. We are committed to fostering cultivating and preserving a culture of diversity equity and inclusion.