EisnerAmper · 1 day ago
Chief Investment Officer
Owings Mills
Full-time
Onsite
Director/Executive
15+ years expEisnerAmper is a leading accounting, tax, and business advisory firm, and they are seeking a Chief Investment Officer to lead the firm’s strategic investment direction. The CIO will oversee the Investment Committee, manage a high-performing investment team, and ensure that investment strategies align with organizational goals and client needs.
AccountingAdviceConsultingFinanceFinancial ServicesOutsourcing
Responsibilities
Investment Committee Leadership: Chair and oversee the Investment Committee; set agendas, lead deliberations, document decisions, and ensure governance standards are upheld
Strategic Investment Direction: Define and evolve the firm’s long‑term investment roadmap, ensuring alignment with client needs, market conditions, and firm strategy
Portfolio Oversight: Oversee model portfolios and discretionary strategies; ensure consistency with investment philosophy, client objectives and regulatory requirements
Research and Selection: Lead due diligence, selection, and monitoring of external managers, ETFs, mutual funds, and alternative investments
Risk Management: Establish and monitor risk limits, stress testing, and performance attribution processes
Team Leadership: Manage, mentor, and evaluate a team of six investment professionals, including three portfolio managers; recruit and retain top talent. Prior integration and project management experience a plus
Client and Advisor Engagement: Present investment strategy and performance to internal advisors and clients; support business development efforts
Public Speaking and Thought Leadership: Represent the firm at conferences, client events, and industry panels; develop thought leadership content to support business development and advisor education
Cross‑Functional Collaboration: Partner with operations, trading, planning, and executive leadership to ensure seamless implementation and support firmwide initiatives
Governance and Compliance: Maintain investment governance standards and ensure adherence to regulatory requirements
Qualification
Required
Bachelor's degree in Finance, Economics, or related field
15+ years of progressive investment management experience, including leadership of investment teams
Preferred
Demonstrated experience in portfolio construction, manager selection, and risk management
Strong knowledge of tax-aware portfolio construction and tax-efficient implementation techniques
Excellent communication skills with experience presenting to senior executives, advisors, and clients
Chartered Financial Analyst (CFA) designation
Prior experience as a Director of Investments, Head of Investments, or equivalent senior investment leadership role
Experience managing multi-asset and alternative strategies within an RIA or wealth management environment
Familiarity with portfolio management systems, performance attribution tools, and trading platforms
Company
EisnerAmper
EisnerAmper is a full-service advisory and accounting firm that offers audit, accounting, advisory, consulting, and tax services.
1001-5000 employees
H1B Sponsorship
EisnerAmper has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2022 (2)
2021 (5)
2020 (1)
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
TowerBrook Capital PartnersDeutsche Bank Securities
2021-08-02Private Equity
2021-08-02Debt Financing
Leadership Team
S
Sanjay Desai
Partner and Chief Technology Officer
Jennifer Cuello
Partner
Recent News
2026-01-05
Company data provided by crunchbase