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# Chief Investment Officer (CIO) with a Family Office – Greenwich, CT


Role Overview for Chief Investment Officer (CIO) with a Family Office – Greenwich, CT
JRG Partners is proud to conduct an exclusive and confidential search for a highly accomplished Chief Investment Officer (CIO) on behalf of a prominent, multi-generational single-family office based in Greenwich, Connecticut. This is a rare opportunity to serve as a key steward of significant family wealth, shaping its legacy for generations to come. The family office operates with a long-term investment horizon, a commitment to prudent growth, and a deeply ingrained set of values that guide all its endeavors.
The Chief Investment Officer will be the principal architect and executor of the family’s comprehensive investment strategy. This executive will have full oversight of a large, complex, and globally diversified portfolio spanning all major public and private asset classes. Reporting directly to the family principals and a dedicated investment committee, the CIO will act as a trusted advisor, bringing strategic vision, intellectual rigor, and unimpeachable integrity to the role.
This position requires not only exceptional investment acumen but also a profound understanding of the unique dynamics, goals, and responsibilities inherent in managing wealth for a private family. The successful candidate will be responsible for preserving and growing the family’s capital base, ensuring it can support current and future philanthropic, business, and personal objectives. This role is more than a portfolio manager; it is a strategic partner to the family, responsible for navigating the complexities of global markets while upholding a legacy of excellence and responsible stewardship.
Key Responsibilities of Chief Investment Officer (CIO) with a Family Office – Greenwich, CT
The CIO will be entrusted with a broad range of critical responsibilities, including but not limited to:
Investment Strategy & Policy Development
Continuously develop, refine, and implement the Investment Policy Statement (IPS) in collaboration with the family. Translate the family’s risk tolerance, return objectives, and liquidity needs into a cohesive and dynamic investment strategy.
Asset Allocation Leadership
Lead the strategic asset allocation process across all asset classes, including public equities, fixed income, hedge funds, private equity, venture capital, real estate, and direct investments. Make tactical adjustments based on evolving market conditions and macroeconomic analysis.
Manager Sourcing and Due Diligence
Source, evaluate, and select best-in-class external investment managers globally. Conduct rigorous quantitative and qualitative due diligence, including deep dives into investment strategy, team, performance, and operational infrastructure.
Portfolio & Risk Management
Actively manage the overall portfolio construction to ensure diversification and alignment with the IPS. Implement and oversee a sophisticated risk management framework to identify, monitor, and mitigate market, credit, liquidity, and operational risks.
Direct Investment Analysis
Where applicable, source and lead the evaluation of direct investment opportunities, including co-investments alongside trusted partners. This involves detailed financial modeling, valuation analysis, and industry research.
Performance Monitoring and Reporting
Establish robust systems for monitoring portfolio performance and attribution. Prepare and present clear, comprehensive, and insightful reports to the family principals and investment committee on a regular basis.
Macroeconomic Research
Stay at the forefront of global economic trends, geopolitical events, and market shifts. Synthesize complex information to inform investment decisions and anticipate potential impacts on the portfolio.
Capital Markets & Operations
Oversee all capital markets activities, including manager subscriptions and redemptions, capital calls, and distributions. Ensure the investment operations, including custody and administration, are efficient and secure.
Stakeholder Collaboration
Work seamlessly with the family’s external advisors, including legal counsel, tax professionals, and estate planners, to ensure the investment strategy is fully integrated with the family’s broader wealth management and legacy planning objectives.
Team Leadership
Manage and mentor a small, dedicated team of investment professionals, fostering a culture of collaboration, intellectual curiosity, and continuous improvement.
Requirements for the Chief Investment Officer (CIO) with a Family Office – Greenwich, CT
The ideal candidate will be a seasoned investment professional with a distinguished track record and the personal qualities necessary to thrive in a private family office environment. Specific qualifications include:
Experience
A minimum of 15-20 years of progressive experience in institutional investment management. Direct experience working within a sophisticated single-family office, multi-family office, endowment, or foundation is strongly preferred.
Proven Track Record
Demonstrable success in managing large, multi-asset class portfolios through various market cycles, with a history of delivering strong, risk-adjusted returns.
Asset Class Expertise
Deep knowledge and hands-on experience across a wide spectrum of traditional and alternative investments. A strong network within the private equity, venture capital, and hedge fund communities is essential.
Educational & Professional Credentials
An advanced degree in Finance, Economics, or a related field (MBA/MS) is required. A CFA (Chartered Financial Analyst) charter is highly desirable.
Analytical Skills
Superior quantitative, analytical, and financial modeling skills. The ability to distill complex financial data into actionable insights is paramount.
Communication Skills
Exceptional written and verbal communication skills. Must be able to articulate complex investment concepts clearly and concisely to a sophisticated, non-financial audience.
Interpersonal Skills
High emotional intelligence, with the ability to build and maintain strong, trust-based relationships with the family principals and other stakeholders. A collegial and collaborative demeanor is critical.
Integrity and Discretion
Unquestionable personal integrity, ethics, and a demonstrated commitment to confidentiality. Must exhibit sound judgment and a steady hand under pressure.
Leadership
Proven ability to lead and develop a high-performing investment team.
Benefits & Perks Offered
The family office is committed to attracting and retaining a world-class leader and offers a highly competitive and comprehensive compensation and benefits package, including:
Executive Compensation
A substantial base salary complemented by a significant performance-based annual bonus and potential for long-term incentive participation (e.g., carried interest).
Comprehensive Health & Wellness
Premium medical, dental, and vision insurance plans for you and your eligible dependents.
Retirement Planning
A generous 401(k) retirement plan with a strong employer matching contribution.
Work-Life Balance
A significant amount of paid time off (PTO), including vacation, sick leave, and paid holidays, to ensure a healthy work-life integration.
Professional Growth
A commitment to your ongoing professional development, with support for conferences, seminars, and continuing education.
Impact & Autonomy
A unique opportunity to have a direct and lasting impact on a family’s legacy, with a high degree of autonomy and strategic influence in a stable, long-term focused environment.
How to Apply
This search is being conducted with the utmost confidentiality. Due to the sensitive nature of this position, all inquiries and applications will be handled with the strictest discretion. If you meet the rigorous qualifications outlined above and are interested in exploring this exceptional leadership opportunity, we encourage you to submit your resume and a detailed cover letter outlining your suitability for the role.
JRG Partners specializes in placing top-tier talent within the financial services sector. To learn more about our expertise in this field, please visit our Asset & Wealth Management practice page. We look forward to hearing from qualified candidates who are ready to take on this challenging and rewarding role.