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 6 Portfolio Managers and set investment strategy for a portfolio of over $5,000,000. 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.
*Serves as a 4th year or higher student. One student per position.
Requirements
Student Requirements
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Be a current Bachelor of Commerce student at the Asper School of Business.
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Register for courses as a full-time or part-time student during the Fall 2027 and Winter 2028 semesters.
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Have a minimum of 48 credit hours completed at the time of application.
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Have a minimum cumulative GPA of 3.25 at the time of application. Students with a GPA of 3.50 or higher will receive preference.
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Have completed FIN 2010 Introduction to Finance with a minimum grade of B+, and the Bloomberg Market Concepts (BMC) course.
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Have been a PSMIF member for at least one prior full term as a Junior Equity Analyst, Equity Analyst, or Portfolio Manager.
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Have completed, or be enrolled in, the following with a minimum grade of B+:
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FIN 3002 Applied Asset Management (or the former FIN 4230). If not yet completed, you must be enrolled in Winter 2027.
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FIN 2420 Financial Risk Management, or any 3000 or 4000 level FIN course (excluding FIN 3002). If not yet completed, you must be enrolled in Fall 2026 or Winter 2027.
Skills Required
Experience working with Microsoft PowerPoint and Excel
Work Terms
Executives cannot take part in internships or the co-op program during their Fall or Winter term. Summer internships are welcomed and encouraged.
Conditions of Offer
If you are enrolled in FIN 3002 in Winter 2027, or in FIN 2420 or another eligible FIN course in Fall 2026 or Winter 2027, your offer is conditional on earning a minimum grade of B+ in each course in progress. The offer will be withdrawn if either requirement is not met.
Additional Interviews
If a position opens after recruitment closes, additional interviews may be held. Candidates must meet all requirements. Those still completing FIN 3002 or the additional finance course may be considered, with offers conditional on a final grade of B+ or higher.
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.