Chief Investment Officer Resume Sample

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Donald Ferry
87674 Cole Cliff,  San Francisco, CA
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Work Experience

Chief Investment Officer
06/2015 - PRESENT
Boston, MA
  • Good knowledge of risk assessment
  • Experience in working in investment banks and private banks
  • Superior understanding and proficiency of fixed income and equity investments
  • Develop and maintain professional relationships
  • Fund management experience
  • Strong track record in equity portfolio performance and leadership experience
  • Flexible mindset and business acumen
Chief Investment Officer
10/2010 - 05/2015
Chicago, IL
  • Contributing to the development of the firm’s strategic goals and objectives as well as the overall management of the organization
  • Guiding all aspects of the University’s investment objectives, policies, and processes as established by the Investment Committee
  • Sourcing, evaluating and executing all investment strategies, including selection and monitoring of external investment managers, and oversight of all investment activities
  • Conducting thorough due diligence on the most compelling prospective opportunities including qualitative and quantitative analysis of investment strategy, risk, process, organization, portfolio positions and performance
  • Managing risk within the portfolio within boundaries agreed upon with the Investment Committee; managing operating protocols and procedures that provide adequate controls, and overseeing management reporting
  • Monitoring performance, portfolio positions, current events, and organizational changes of the invested fund managers and completing analytical reviews to evaluate the relative performance of each fund manager on a regular basis
  • Evaluating and negotiating management fees and investment guidelines with fund managers


Frederick Taylor University
2006 - 2010
Mba's Degree in Management

Professional Skills

  • Be able to carefully and thoughtfully analyze large and small scale real estate investment/development opportunities and provide detailed reports and recommendations to the investment committee and CEO
  • Be proficient in various forms of raising capital from ICOs, to traditional real estate funds, REITS and crowdfunding models and apply best methods and networks to achieve the fundraising goals of the company
  • Stellar Communication and people skills required
  • Experience in project management or administrative management, preferably in transit but not required
  • Proven ability as a trusted adviser
  • Proven ability to coordinate teams to deliver complex tasks on time
  • Help the VP/GM manage, deliver, and prioritize administrative tasks

How to write Chief Investment Officer Resume

Chief Investment Officer role is responsible for finance, travel, reporting, equities, credit, leadership, coaching, pipeline, accounting, contracts.
To write great resume for chief investment officer job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Chief Investment Officer Resume

The section contact information is important in your chief investment officer resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Chief Investment Officer Resume

The section work experience is an essential part of your chief investment officer resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous chief investment officer responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular chief investment officer position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Chief Investment Officer resume experience can include:

  • Skills and experience in investment portfolio activities, investment policy statements, asset allocations, and on-going portfolio monitoring
  • Strategic and consultative skills, including the ability to analyze problems and present effective solutions
  • Previous track record of successfully sourcing, closing and executing on real estate transactions required
  • Finance understanding including analysis of investment performance
  • Track and update RTA policies, standard operating procedures, and Board Reports
  • A broad understanding of macroeconomics, portfolio theory, asset allocation, risks analytics, and portfolio construction

Education on a Chief Investment Officer Resume

Make sure to make education a priority on your chief investment officer resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your chief investment officer experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Chief Investment Officer Resume

When listing skills on your chief investment officer resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical chief investment officer skills:

  • Oversight and effective management of investment risks, maintaining compliance with Group Risk Policy standards wherever applicable
  • Oversight of the effective maintenance and implementation of credit risk policy
  • Act as primary asset manager overseeing the existing M1 Portfolio and the new assets and projects
  • Business development – Be able to source new opportunities by leveraging existing personal and company networks
  • Maintain high-performing systems for investing the RTA’s assets
  • Ownership and management of asset liability matching for all unit linked investments, and the growing balance sheet portfolios

List of Typical Skills For a Chief Investment Officer Resume


Skills For Chief Investment Officer Resume

  • Be able to secure debt and equity financing for investments and projects
  • Hire, train and manage any team members required to execute on business plan, including analysts and asset management professionals
  • Act as the primary liaison with investors, lenders, professionals & partners
  • Work with the CEO, Controller & Property Accountants to optimize existing assets and implement institutional systems for reporting to institutions, high net worth individuals, lenders and partners
  • Demonstrated leadership skills managing investment staff with an emphasis on team building, development, motivation, retention and commitment to diversity and inclusion
  • Highly collaborative and team-oriented with a strong EQ and interpersonal skills

Skills For Chief Investment Officer Resume

  • Access an independent network for manager evaluation and reference checking purposes
  • A demonstrated ability to work effectively with all constituencies, including Investment Committee members, sophisticated investment professionals, and a broad array of other University leadership, as well as alumni and those with an interest in advancing the mission of the University
  • Delegate activities to assigned subordinated and work in teams including the ability to train, supervise, and evaluate assigned personnel
  • Financial underwriting mastery required
  • Highest standards of personal and professional ethics and integrity

Skills For Chief Investment Officer Resume

  • Progressively responsible for investment and finance management
  • Extremely tech savvy and up to date on current trends in real estate and technology
  • Mastery of excel and the Microsoft office suite
  • Continue to develop in-house investment management capabilities to broaden the capacity of the investment team
  • Monitor investments and ensure they serve the best interests of the agency and that they comply with applicable laws, policies, and regulations

Skills For Chief Investment Officer Resume

  • Serve as a trusted adviser to the senior management team. Develop, plan, and deliver initiatives that continuously improve transit services in New Orleans
  • Coordinate with and manage other Transdev employees as needed
  • Lead a diverse team within the Finance function, setting objectives, reviewing performance, coaching and developing employees and building a talent pipeline with strong successors. Ensure all employees have the necessary skills and knowledge to deliver the business objectives
  • Determination of unit pricing policies and processes to deliver an effective service in line with customer expectations, regulatory and business requirements while minimising operational and financial risks
  • Management of investment operations and maintenance and publication of fund data
  • Contribute towards management of business cash position in order to deliver annual target for cash remittance to Group
  • Own, shape and monitor the control framework with regards to the governance of all funds under management including monitoring, reporting, and managing fund manager performance

Skills For Chief Investment Officer Resume

  • To review, improve and embed internal controls within own remit, liaising with the Head of Risk and Controls
  • Contribute to the development and execution of Finance functional strategy
  • Oversee and manage fulfilment and oversight of third party contracts including for all aspects of investment management, custodian and administration services in line with agreed contracts and service level standards
  • Own, develop and implement approval processes associated with securing new fund managers and new assets, in line with all applicable regulatory requirements and Board approved risk appetite
  • Positively influence BU financial metrics through maximising rebate income on unit linked assets and minimising investment expenses on balance sheet and unit linked assets
  • Contribute to the development of the Middle East investment strategy; including external asset manager due diligence, initial funding requirements, and providing ongoing management and reporting for these assets
  • Accounting background important

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