JOB SUMMARY
The Investment Officer (IO) will be responsible for overseeing the investment strategies and portfolios of Koss Olinger's clients. The IO leads a team of investment professionals, develops the firm's overall investment philosophy, and ensures that the investment processes and strategies meet client objectives, risk profiles, and regulatory standards. This role requires strategic insight, investment knowledge, and an understanding of client needs, coupled with a commitment to delivering strong investment performance.
JOB FUNCTIONS
Exemplifies the core values of Koss Olinger
Maintains the highest standard of professionalism, integrity, and confidentiality
Maintains strong communication and working relationships with team members
Provides clear and efficient communication to leadership team and partners
Maintains a unified voice with the leadership team
Demonstrates a deep understanding of financial markets with the ability to provide tailored investment solutions
Oversees and manages client portfolios to ensure they are diversified and aligned with our clients' financial objectives, adjusting investments based on market conditions and client preferences
Leads bi-monthly Investment Advisory Committee (IAC) meetings to provide regular commentary of portfolio performance, market trends, and investment recommendations
Conducts in-depth research and analysis on market trends, economic conditions, and potential investment opportunities to inform decision-making
Identifies and mitigates risks associated with client portfolios, ensuring compliance with regulatory requirements, and managing exposure to various asset classes
Actively participates and oversees the development, implementation and execution of investment department and leadership projects/initiatives
Participate in the vetting, onboarding, training and monitoring of investment team talent
Work effectively with compliance and regulatory agencies to maintain records, fulfill information requests and satisfy business needs
QUALIFICATIONS
Education
Bachelor's Degree in Finance, Accounting, Economics, Business Administration
Master's in Business Administration (preferred)
Maintain CFA designation
Work Experience
7+ years of similar or related experience
Knowledge, Skills, and Abilities
Possesses a blend of technical expertise, leadership abilities, and interpersonal skills
Strong ethical standards, with an unwavering commitment to acting in the best interests of clients and adhering to fiduciary duties
In-depth understanding of investment strategies, including risk management, portfolio diversification, and asset allocation across different asset classes
Familiarity with sophisticated financial instruments
Comprehensive knowledge of global financial markets, economic indicators, and market drivers that influence asset prices
Deep understanding of macroeconomic and microeconomic factors, geopolitical events, and their impacts on investments
Understanding of regulatory environments, compliance rules, and fiduciary duties
Expertise in identifying, assessing, and mitigating various types of investment risks, including market risk, credit risk, liquidity risk, and operational risk
Knowledge of financial reporting standards, portfolio performance metrics, benchmarks, and valuation techniques
Strong analytical skills to interpret complex financial data and market trends
Ability to develop and execute comprehensive, long-term investment strategies based on client objectives and market conditions
Ability to make critical investment decisions quickly
Strong judgment to balance short-term challenges with long-term strategic goals
Capacity to adjust strategies and investment approaches based on new information, feedback, or evolving market dynamics
Skilled at prioritizing client needs, team responsibilities, and firm-wide objectives to maximize impact
Ability to lead, motivate, and mentor a team of investment professionals, providing guidance, setting expectations, and fostering collaboration
Ability to manage multiple complex tasks and projects simultaneously, ensuring deadlines are met without compromising quality
Strong delegation skills, knowing when to entrust tasks to team members and when to step in for higher-level decision-making
Excellent communication skills
Strong presentation skills for delivering investment proposals and portfolio updates to advisory team and clients, as needed
Proficiency with financial modeling and portfolio management software (e.g., Tamarac, Morningstar, etc.)
Ability to leverage technology for research, performance tracking, reporting, and client communication