Chief Investment Officer
The Chief Investment Officer (CIO) is an integral role that will oversee all investment-related activities of the Price SMIF. The CIO will directly oversee a team of 5 Portfolio Managers and set investment strategy for a portfolio of over $3,000,000. This individual will work closely with the Advisory Committee composed of faculty members and finance professionals. The ideal candidate should possess strong leadership skills, be effective at communicating, demonstrate strong financial acumen, and have knowledge and/or experience with equity investments.
Requirements
Student Requirements
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Be a current Bachelor of Commerce student in the Asper School of Business.
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Register for courses as a full time or part time student during the Fall 2025, Winter 2026, and Fall 2026 semesters.
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Have a minimum of 60 credit hours completed at the time of application.
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Have a minimum GPA of 3.50.
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Have completed the following courses with a minimum grade of B+:
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FIN 2010 – Introduction to Finance + completed the Bloomberg Market Concepts (BMC) Course
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One additional finance course of your choosing
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Enroll and successfully complete FIN 4230 in the Winter 2025 semester.
Skills Required
Experience working with Microsoft PowerPoint and Excel
Responsibilities
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Working alongside the Executive Committee to ensure the execution of the strategic vision and success of the PSMIF.
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Developing the overall investment strategy of the portfolio.
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Ensuring the PSMIF’s investment portfolio is in accordance with the Investment Policy Statement.
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Creating and maintaining effective processes for making investment decisions.
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Reviewing, analyzing, and providing feedback on investment proposals.
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Allocating and deploying capital to sector groups.
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Monitor sector performance relative to their respective benchmarks.
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Staying informed on relevant macroeconomic events and sector-related news.
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Conducting the recruitment and interview process for all Portfolio Manager, Equity Analyst and Junior Equity Analyst positions with the Executive Committee and Faculty Advisor.
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Ensuring all Portfolio Managers and Equity Analysts are adequately trained and able to make informed investment decisions.
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Holding sector teams accountable for meeting deadlines and fulfilling deliverables.
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Organizing and approving quarterly financial reports.
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Presenting fund performance at quarterly Board meetings.
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Additional duties as they arise.
