Chief Investment Officer by lanyuehua


									First Foundation Advisors is currently searching for a Chief Investment
Officer to join our team.
The Chief Investment Officer’s job requirements are as follows:

        Oversees the investment strategy and decisions of the portfolio and maintain client relations working side by side
        with the Firm’s other advisors in the wealth management team and bank.
        Analyze client’s objectives, calculate performance, and determine appropriate asset allocation in conjunction with
        objectives and risk tolerance.
        Works closely with Senior PM who will lead the idea generation and play a central role in determining the firm’s
        investments as well as being a part of the investment committee and having a client-facing role.
        Maintain a continuous study of financial news, reports, digests, and financial services to keep informed of
        economic and financial conditions affecting markets.
        Will be the primary contact and oversee the investment consulting firm (CTC) relationship in developing the asset
        allocations of the model portfolios, implementing the model portfolios to client accounts, manager selection,
        manager research and reporting.

    Minimum Qualifications:
       Requires15-20 years experience in portfolio management, strong interpersonal, communication and writing skills
       and experience in successfully attracting and servicing clients.
       Must be a self starter, thrive in a collaborative environment, strong experience working with external consulting
       firms and public equity managers and skilled in mentoring/developing staff.
       Strong sales and relationship management/client services experience with the ability to work independently.
       Advanced knowledge of investment management, finance, economics and general business.
       Educational requirements include a 4-year degree in a related field and prior experience at a Trust Company or
       Money Management Firm.
       An M.B.A. degree and/or C.F.A are preferred.

        First Foundation Advisors, offers a competitive salary and benefits package. For further information on
        First Foundation Advisors, please visit us at

       We are an Equal Opportunity Employer.

Contact Information

18101 Von Karman 7th
                            Phone : 949-202-4168

Irvine, CA 92612

                            Email :

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