CapitexAI
Chief Investment Officer | Remote
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Senior Investment Lead
Role Overview
Engage as a Senior Investment Lead to provide expert investment judgment, guide analytical approaches, and ensure high-standard recommendations for institutional investment projects.
$150 per hour | 10-40 hrs/week | Remote
Key Responsibilities
- Provide senior investment judgment across both public securities and private-company work.
- Establish the investment framework and analytical approach used by the broader project team.
- Review valuations, portfolio analysis, asset-allocation recommendations, and investment-policy considerations.
- Challenge assumptions, identify material risks, and ensure conclusions are supported by evidence.
- Guide the development of recommendations and ensure proposed actions are commercially sound.
- Review and provide structured feedback on financial models and investment analyses.
- Communicate investment conclusions clearly to senior stakeholders.
- Incorporate reviewer feedback and iterate quickly on analyses and recommendations.
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Core Requirements
- Have strong relevant experience in the domain with approximately 12 years of professional investment experience.
- Senior experience within a Multi-Family Office, Private Equity firm, Hedge Fund, investment office, or investment bank.
- Experience in senior roles such as Chief Investment Officer, Managing Director, or Senior Portfolio Manager.
- Strong understanding of both public markets and private-company investing.
- Experience evaluating diversified portfolios across multiple asset classes and industries.
- Demonstrated expertise in portfolio construction, investment analysis, valuation, asset allocation, and risk management.
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Additional Strengths
- Strong analytical approach to reviewing and improving professional content.
- High level of consistency when assessing technical and transactional accuracy.
- Comfortable managing deliverables with minimal supervision.
Application Process
- Apply through the Easy Apply button to submit your application.
- Applications will be carefully reviewed in line with the role requirements.
- Eligible applicants will be contacted via email with instructions for the next stage.
- Follow the instructions in the email to complete the remaining application requirements.
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