CIO & Equity Strategy Lead

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

Benefits offered by this job

Health, dental, and vision insurance –

401(k) with 4% match

Flexible PTO policy

Parental Leave

Educational assistance for designates

Community involvement opportunities

Commuter benefits

Job summary

Cerity Partners’ Norfolk wealth management practice seeks a Chief Investment Officer & Equity Manager to lead the investment function for roughly $4 billion in assets under management. You will direct the investment team, maintain a quantitative equity model with a fundamental overlay, and tailor implementations for thousands of client accounts.

You will serve as the primary liaison to the Investment Committee and communicate strategy to peers, advisors, and clients, shaping regional and

Qualifications

• At least 7 years of equity portfolio management experience.
• Experience running quantitative equity models with a fundamental overlay.
• Experience across a large book of client accounts and applying client-specific adjustments.
• Strong understanding of tax-sensitive portfolio management (cost basis, tax-loss harvesting).
• Experience mentoring investment teams and coordinating with an investment committee.

Responsibilities

• Oversee and direct all investment management processes for the Norfolk practice’s approximately $4 billion AUM.
• Lead and mentor the investment team.
• Coordinate investment strategies with the firm’s Investment Committee.
• Maintain active management of a quantitative equity model with a fundamental overlay.
• Direct implementation of the equity model across thousands of client accounts.
• Apply client-specific and tax-sensitive adjustments during model implementation.
• Communicate strategy, positioning, and performance to senior professionals and advisors.
• Partner with the advisor community to translate strategy into client guidance.
• Engage with clients to discuss strategy and portfolio changes.
• Monitor markets, model performance, and portfolio risk regularly.

Skills

Equity portfolio mgmt

Quantitative models

Mentoring a team

Tax-sensitive mgmt

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 seeks a Chief Investment Officer & Equity Manager to lead the investment function for roughly $4 billion in assets under management. You will direct the investment team, maintain a quantitative equity model with a fundamental overlay, and tailor implementations for thousands of client accounts.

You will serve as the primary liaison to the Investment Committee and communicate strategy to peers, advisors, and clients, shaping regional and