Chief Investment & Equity Officer

Cerity Partners; Norfolk (VA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Flexible PTO

Parental Leave

Education assistance

Community service

Commuter benefits

Job summary

Cerit y Partners in Norfolk, VA seeks a Chief Investment Officer & Equity Manager to lead the investment function for roughly $4 billion in assets under management. You will own a quantitative equity model with a fundamental overlay and guide a skilled investment team.

You will coordinate strategy with the Investment Committee, communicate with senior professionals and clients, and ensure tax-sensitive implementation across thousands of client accounts.

Qualifications

• Seven+ years of equity portfolio management with a quantitative overlay.
• Experience scaling investment strategies across large client accounts.
• Tax-sensitive portfolio management including cost basis and tax-loss harvesting.
• Experience mentoring investment teams.
• Coordinate investment strategy with an Investment Committee or similar governing body.
• Bachelor’s degree in finance/economics/business; CFA designation; advanced degree preferred.
• Excellent communication and presentation across stakeholders.

Responsibilities

• Oversee and direct all investment management processes for the Norfolk practice's approximately $4 billion in assets under management.
• Manage, develop, and mentor the investment team.
• Coordinate and align the practice's investment strategies with the firm's Investment Committee.
• Maintain active management and ongoing refinement of a quantitative equity model with a fundamental overlay.
• Direct implementation of the equity model across several thousand client accounts.
• Evaluate and apply custom adjustments to model implementation to address client-specific circumstances.
• Apply tax-sensitive judgment to model implementation, including consideration of cost basis, tax-loss harvesting, and account-specific constraints.
• Communicate investment strategy, positioning, and performance to senior investment professionals within the firm.
• Partner with the advisor community across the firm to translate investment strategy into client-facing guidance.
• Present investment updates, strategy, and portfolio positioning to colleagues within the practice.
• Engage directly with clients to communicate investment strategy, performance, and portfolio changes.
• Monitor markets, model performance, and portfolio risk on an ongoing basis.
• Assist with various other projects as needed.
• Follow firm policies and procedures, including all compliance policies as outlined by the company.

Skills

Equity portfolio management

Quantitative equity models

Team leadership

Tax-sensitive portfolio management

Communication skills

Excel

PowerPoint

Education

Bachelor's degree in finance/economics/business

CFA designation

Advanced degree preferred

Tools

Excel

PowerPoint

Job description

Cerity Partners' Norfolk wealth management practice oversees approximately $4 billion in client assets, and we're looking for a Chief Investment Officer & Equity Manager to lead the investment function that sits at the heart of it. This is a highly visible, senior leadership role for an experienced equity portfolio manager who wants to run their own quantitative model, build and mentor a talented investment team, and be the trusted voice on strategy for advisors, colleagues, and clients across the practice.

Why This Role

• Lead investment strategy for a $4 billion practice, with direct ownership of a quantitative equity model and the team that runs it.
• Serve as the primary link between the Norfolk practice and the firm's Investment Committee, with a seat at the table on firmwide strategy.
• Build meaningful, direct relationships with senior investment professionals, advisors, colleagues, and clients — shaping how investment strategy is understood and acted on across the practice.

As Chief Investment Officer & Equity Manager, you'll direct the investment management function for the Norfolk practice's approximately $4 billion in assets under management. You'll lead the practice's investment team, maintain active management of a quantitative equity model with a fundamental overlay, and oversee its implementation across several thousand client accounts — including custom adjustments and tax-sensitive considerations. You'll also serve as the primary point of coordination between the Norfolk practice and the firm's Investment Committee, and communicate investment strategy and portfolio positioning across a broad range of constituents, including senior investment professionals within the firm, the advisor community, colleagues within the practice, and clients.

Primary Responsibilities

• Oversee and direct all investment management processes for the Norfolk practice's approximately $4 billion in assets under management.
• Manage, develop, and mentor the practice's investment team.
• Coordinate and align the practice's investment strategies with the firm's Investment Committee.
• Maintain active management and ongoing refinement of a quantitative equity model with a fundamental overlay.
• Direct implementation of the equity model across several thousand client accounts.
• Evaluate and apply custom adjustments to model implementation to address client-specific circumstances and objectives.
• Apply tax-sensitive judgment to model implementation, including consideration of cost basis, tax-loss harvesting, and account-specific constraints.
• Communicate investment strategy, positioning, and performance to senior investment professionals within the firm.
• Partner with the advisor community across the firm to translate investment strategy into client-facing guidance.
• Present investment updates, strategy, and portfolio positioning to colleagues within the practice.
• Engage directly with clients to communicate investment strategy, performance, and portfolio changes.
• Monitor markets, model performance, and portfolio risk on an ongoing basis.
• Assist with various other projects as needed.
• Follow firm policies and procedures, including all compliance policies as outlined by the company.

Qualifications

• A minimum of seven years of experience managing equity portfolios, with experience running quantitative equity models with a fundamental overlay.
• Experience implementing investment strategies across a large book of client accounts, with the ability to apply custom, client-specific adjustments.
• A strong understanding of tax-sensitive portfolio management, including cost basis and tax-loss harvesting considerations.
• Experience managing or mentoring an investment team.
• A demonstrated ability to coordinate investment strategy with an investment committee or similar governing body.
• Bachelor's degree in finance, economics, business, or a related field; CFA designation required. Advanced degree preferred.
• Excellent communication and presentation skills across varied constituents, including senior investment professionals, advisors, colleagues, and clients.
• Strong analytical, quantitative, and problem-solving skills.
• Advanced knowledge of Excel and PowerPoint.
• Meets the attributes and expectations of a Principal or Senior Principal as defined in the CP Colleague Titles & Expectations framework.

Physical Requirements:

• Prolonged periods sitting at a desk and working on a computer
• Must be able to lift up to 15 pounds at times.

Compensation Range:

• $150,000 - $200,000

Why Cerity Partners:

Our people drive our success by working together to deliver exceptional service to our clients. Below is a glimpse of the key elements of our total rewards package:

• Health, dental, and vision insurance – day 1!
• 401(k) savings and investment plan options with 4% match
• Flexible PTO policy
• Parental Leave
• Financial assistance for advanced education and professional designations
• Opportunity to give back time to local communities
• Commuter benefits

Cerity Partners is committed to providing an environment where all individuals can be their authentic selves. We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues. We are dedicated to building an inclusive and diverse workforce and will not discriminate based on race, religion, national origin, sex, sexual orientation, age, veteran status, disability status, or any other applicable characteristics protected by law.

Cerity Partners is committed to working with and providing accommodations to applicants with disabilities or special needs. For those needing accommodations, please reach out to [e-mail]. Applicants must be authorized to work for any employer in the U.S.