CHIEF INVESTMENT OFFICER JOB DESCRIPTION

Regulatory capital requirements, credit risk frameworks, and the ever-shifting yield environment have made disciplined portfolio governance a strategic imperative for asset managers, insurance carriers, and fund complexes alike. A Chief Investment Officer operating in this context sets the investment philosophy that governs how billions in assets are allocated across fixed income, equity, and alternative strategies, answering directly to a board or investment committee with fiduciary accountability. The role owns both the analytical rigors of portfolio construction and the institutional relationships that bring allocators, general partners, and counterparties to the table. Not every senior investment leader commands that dual mandate.

The mandate of the Chief Investment Officer is to direct the full investment program of a financial institution, translating strategic capital objectives into portfolio decisions that optimize risk-adjusted returns across asset classes, regulatory regimes, and market cycles. Working alongside the CEO, CFO, and board-level investment committee, this officer leads a multi-disciplinary team of portfolio managers, analysts, and risk professionals and is the final decision authority on asset allocation, manager selection, and investment policy governance.

Career Impact: Executives who hold a CIO seat at an institutional asset manager or fund complex build the kind of documented track record in portfolio construction and investment committee leadership that defines a career for decades.

Business Impact: Capital allocation decisions made in this role determine whether an institution meets its return targets, satisfies regulatory capital standards, and generates the yield necessary to fund policyholder obligations or investor distributions.

Growth Opportunity: Mastery of multi-asset class management, cross-border regulatory regimes, and GP/LP relationship structures substantially expands the markets, fund sizes, and board mandates accessible at the next career level.

• Define investment policy, asset allocation targets, and risk parameters governing multi-asset portfolios across fixed income, equity, and alternative strategies.
• Lead the investment committee process, including presentation of proposals, scenario analyses, and recommendations for approval or modification of significant transactions.
• Oversee portfolio compliance monitoring against management guidelines, escalating breaches and directing remediation with relevant control functions.
• Monitor internal and external asset manager performance, conducting periodic reviews and identifying opportunities to improve mandate execution or fee efficiency.
• Develop macro allocation views and portfolio strategies through ongoing qualitative and quantitative research in partnership with risk, economics, and product teams.
• Conduct due diligence, financial modeling, and risk assessment for potential acquisitions, co-investments, and new product structures across deal lifecycles.
• Partner with business segment leaders to provide new business pricing support, liability modeling input, and capital allocation guidance aligned to strategic objectives.
• Build and develop a high-performing investment team, coaching portfolio managers and analysts while establishing clear accountability frameworks and succession depth.

• Bachelor's degree in Finance, Economics, or Accounting, or equivalent work experience.
• 10 or more years of investment management or portfolio management experience, with a demonstrated track record in multi-asset class environments.
• Deep knowledge of fixed income instruments, equity securities, and alternative asset structures, including their behavior under differing regulatory capital regimes.
• Proven ability to lead investment committee processes and communicate complex portfolio strategies to board-level and non-financial stakeholders.
• Strong proficiency in quantitative financial analysis, portfolio optimization, and risk-adjusted return modeling, including hedging strategy design.
• Experience managing and developing investment teams across portfolio managers, analysts, and risk specialists in a matrixed organization.
• Solid understanding of asset-liability management principles and the regulatory reporting frameworks applicable to institutional portfolios.
• Exceptional written and oral communication skills, with the ability to produce investment committee materials, diligence reports, and market research to a professional standard.

• CFA charterholder or advanced degree (MBA, Master's in Finance) from an accredited institution.
• Hands-on experience with insurance balance sheet management, including liability modeling assumptions and regulatory solvency regimes.
• Demonstrated track record originating and closing M&A or co-investment transactions from deal sourcing through to closing documentation.
• Exposure to alternative investment structures such as tax equity, blended finance facilities, or private credit instruments in an institutional context.

• Portfolio return versus benchmark, measured against the investment policy statement mandate on a rolling 12-month basis.
• Risk-adjusted return (Sharpe or Information Ratio), tracking whether outperformance is generated efficiently relative to active risk budget consumed.
• Asset manager hit rate, reflecting the percentage of externally managed mandates meeting or exceeding their respective benchmarks over the evaluation period.
• Investment committee approval rate, measuring the proportion of presented proposals approved without material revision on first submission.
• Regulatory capital compliance rate, capturing zero tolerance for guideline breaches across monitored portfolio positions.
• Deal pipeline conversion ratio, measuring qualified opportunities progressed to closed transactions against total sourced in the period.
• Typical tools: portfolio analytics platforms (commonly Bloomberg, FactSet); financial modeling (commonly Excel, Argus, or proprietary systems)

• Base Salary Range: $350,000 to $600,000 annually, depending on AUM scale and institution type
• Bonus: Annual performance bonus of 50% to 150% of base, tied to portfolio and firm results
• Equity: Carry participation or long-term incentive plan common at fund and asset management firms
• Health Benefits: Comprehensive medical, dental, and vision coverage for employee and dependents
• PTO: 20 to 25 days annually plus standard federal holidays
• Common Perks: Executive financial planning services, professional dues, conference travel budget

Figures are estimates based on general US market benchmarks and may be outdated. Adjust based on location, company size, and seniority level.

Work authorization in the United States is required for this position. Employment is contingent upon successful completion of a background check, which may include a review of financial history given the fiduciary nature of this role. Reasonable accommodations will be provided to qualified individuals with disabilities throughout the application and employment process upon request. All applicants are evaluated without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, gender identity, or any other characteristic protected by applicable federal, state, or local law.

The Chief Investment Officer owns the enterprise-wide asset-liability management strategy and portfolio oversight function, translating macro allocation decisions and external asset manager monitoring into outcomes that support business segment goals. Working across executive leadership and investment management teams, this role shapes the investment portfolio objectives and guidelines that underpin insurance financial performance.

Key Responsibilities

• Participate on the executive leadership team and partner across business functions to help achieve segment, legal entity, and enterprise goals.
• Drive portfolio analysis and develop solutions related to asset-liability management strategy and tactics and asset allocation to support business goals.
• Support business segments by providing new business pricing guidance and product development support.
• Establish investment portfolio objectives and guidelines.
• Actively participate in local, regional, and enterprise governance processes.
• Monitor the performance of internal and external asset managers and be alert to improvement opportunities.
• Develop macro allocations, portfolio strategies, or other initiatives, often in partnership with investment management teams.
• Approve or modify specific transactions or other portfolio activity as required by management guidelines.
• Oversee portfolio compliance monitoring with management guidelines and leverage robust reporting structures.

Required Qualifications

• 15+ years of industry and related asset management experience.
• Experience managing insurance portfolios across multiple return and priority financial metrics.
• Strong understanding of insurance industry balance sheets, financial analysis, and regulatory regimes.
• Strong quantitative and technical expertise, including professional knowledge of portfolio optimization, portfolio construction, and hedging strategies for insurance portfolios.
• Strong understanding of insurance products, liability modeling, and assumptions.
• Strong understanding of fixed income and equity investments and their role within insurance portfolios under multiple regulatory regimes.
• Strategic investment perspective with the ability to research and formulate opinions and conclusions leading to the development of strategies and tactics.
• Strong people management, team building, and organizational skills, including proven success in partnering with diverse teams of professionals in a complex, matrixed environment.
• Excellent written and oral communication skills.

Embedded within the Senior Executive Team and Investment Committee, the Chief Investment Officer leads project financing, tax equity structuring, and M&A execution to advance the company's full renewable energy project lifecycle. Working closely with development, legal, and finance teams, this role builds and refines investment processes and transaction frameworks that drive portfolio growth and capital deployment at scale.

Core Functions

• Lead project financing, debt sourcing, and tax equity initiatives.
• Function as the key stakeholder in the management of portfolio and corporate-level debt facilities.
• Support development, project finance, offtake, and legal teams in the analysis and negotiation of key financing arrangements, including sponsor equity, debt, tax equity, joint ventures, and joint development agreements.
• Build on existing investment processes to support the full project lifecycle.
• Develop annual investment goals and targets that complement the strategic direction of the company.
• Design program and investment guidelines that consider the needs and interests of capital providers and contractors.
• Identify and source solar and storage project opportunities for co-development, acquisition, and ownership.
• Structure and negotiate master joint development and purchase-and-sale frameworks, and refine and maintain all transaction document templates.
• Evaluate new projects, portfolios, and corporate acquisitions, define terms for potential acquisitions, collaborate across teams to evaluate project development risks and valuation assumptions, and lead preparation of Investment Committee presentations and materials.
• Lead and manage the negotiation and closing of project acquisitions and investments, and manage and oversee all related transaction due diligence.
• Evaluate the competitive landscape and research market transaction activity to obtain relevant insights.

Qualifications & Experience

• Bachelor's degree in Finance or Economics (MBA highly preferred).
• 15+ years of corporate and finance experience, with 3-5 years at an executive level.
• Finance, M&A, and investment experience in the renewable energy industry.
• Considerable experience in transaction origination and execution, including a proven successful track record of initiating, managing, negotiating, and closing complex transactions with demonstrated progress toward volume and scale.
• Strong knowledge of forecasting, financial modeling, and investment structures related to renewable energy projects.
• Experience leading and taking full accountability for corporate finance, project finance, and project debt and equity.
• Advanced Microsoft Office skills (Word, PowerPoint, and Excel).
• Strong leadership, interpersonal, communication, and presentation skills, including excellent written and oral communication abilities.
• Ability to explain and present financial information to non-financial stakeholders at all levels.
• Critical thinking on complex business issues, with the ability to articulate viewpoints across management and implement change while executing business initiatives.
• Highly organized, flexible, and efficient, with the ability to multitask and meet tight deadlines on a routine basis.
• Knowledge of and commitment to financial, social, and environmental analysis and valuation.
• Strong traditional financial analysis and synthesis skills.

Reporting to senior executive leadership, the Chief Investment Officer leads the strategic direction of investment banking, treasury, and private banking functions, overseeing multiple departments to deliver Sharia-compliant products and grow a national, regional, and international client base. Partnering with business unit heads and direct reports across the organization, this role builds motivated professional teams and establishes risk management systems that ensure regulatory compliance and financial performance.

Primary Duties

• Develop a vision and strategy for providing world-class services and an environment to shareholders, clients, and employees in line with overall business objectives.
• Advise the management team on key planning issues and make recommendations on important business decisions.
• Plan, develop, and implement key pipelines for investment teams.
• Build Treasury-related relationships to increase network and reach.
• Build and influence the firm's clientele base and satisfaction through various private banking and wealth management options.
• Prepare investment banking strategies and business plans.
• Develop motivated professional teams in each business.
• Develop a range of products and services that are fully Sharia-compliant and distinguish the company.
• Build key client relationships nationally, regionally, and worldwide to develop new business.
• Establish procedures to support effective and efficient processing of business transactions.
• Ensure that banking investments meet the highest ethical standards and that local and international laws and regulations are fully met.
• Achieve a financial result equal to or better than agreed through the budget process.
• Continually strive to improve efficiency and lower the costs of providing services while achieving the highest level of service standards.
• Develop and monitor departmental annual budgets to ensure compliance, and incorporate cost-saving measures into all departmental activities.
• Interact with other departments to identify and address their reporting requirements.

Skills & Qualifications

• Master's degree or equivalent in a business-related field.
• Minimum of 10-15 years of executive responsibility in investment banking.
• Proven track record in banking investment management.
• Experience in managing high-performing, multi-disciplinary teams, including large, highly skilled and experienced teams of investment bankers.
• Experience managing investment departments and private banking teams.
• Knowledge of Sharia-compliant investments.
• Knowledge of Treasury products.
• Exposure to real estate and alternative investments.

Sitting at the intersection of private equity evaluation and market research, the Chief Investment Officer leads investment decisions by producing written assessments, diligence reports, and qualitative and quantitative analyses across private equity organizations, investment strategy, and portfolio company performance. Operating across investor relationships, general partner meetings, and proactive deal origination, this role builds business development opportunities and delivers thought leadership that informs the organization's long-term financial objectives.

Duties

• Provide investment advice to help the organization meet its long-term financial objectives.
• Evaluate the performance of the organization's current assets and identify areas for improvement.
• Serve as a key resource in developing house opinions on investment products, opportunities, and markets through ongoing qualitative and quantitative research and analysis.
• Utilize common analytical frameworks and develop analyses to assess private equity in terms of organization, investment strategy, performance, terms, current portfolio companies, and other key attributes.
• Lead meetings with general partners, management teams, and other relevant professionals to assess and evaluate investment products and their operations.
• Lead reference calls regarding investment opportunities and market views with industry participants.
• Produce written assessments and recommendations to support investment decisions, including detailed diligence reports backed by meetings, factual analyses, and references, as well as periodic research reports on current topics of interest.
• Monitor market trends and contribute to thought leadership in investment products.
• Serve as a resource to colleagues and clients seeking current information on investment opportunities and markets, including data, analysis, and opinion.
• Conduct market studies, proactive sourcing, and deal origination.
• Develop business to build strong relationships with investors and industry experts.

Requirements

• MBA or other advanced degree (CFA certification is an advantage).
• 10+ years of relevant investment experience with a proven track record.
• Minimum 5 years of experience in arrangement and investment banking.
• Previous experience working with venture-backed start-ups is a plus.
• Understanding of investment principles, regulations, and policies.
• Significant experience performing complex financial analysis and modeling, and ideally some experience with partnership agreements.
• Financial acumen, including the capacity to demonstrate knowledge of and insight into financial principles and processes and identify inconsistencies in data.
• Ability to plan and prioritize effectively, with outstanding analysis skills and strong project and process management skills.
• Ability to assign priorities to multiple requests for information while ensuring integrity, accuracy, completeness, and timeliness of data.
• Excellent verbal and written communication skills in both English and Arabic.

A key member of the investment and operations leadership structure, the Chief Investment Officer leads portfolio allocation processes, investment program development, and the selection of external evaluators to deliver sound investment and portfolio management across the Fund's companies and third-party managers. Collaborating across investment partners, portfolio companies, and banking institutions domestically and abroad, this role builds partnership relationships that promote the long-term growth and sustainability of the investment portfolios.

Functions

• Drive the development of a decision framework for investments to support efficient and sound execution of the investment strategy adopted by the Fund.
• Manage portfolio allocation processes, ensuring the necessary resources for the successful development of the investment program at both the portfolio level and the level of individual investments.
• Coordinate the selection process of external evaluators preparing legal, financial, and technical evaluations in the review of potential and portfolio companies.
• Provide investment advice to portfolio companies.
• Work collaboratively with investment and operations teams, all portfolio companies, and third-party managers to ensure sound investment and portfolio management practices and promote the long-term growth and sustainability of the investment portfolios.
• Work with investment partners to achieve an effective monitoring model for existing investments, analyze potential outcomes to maximize performance, minimize risk, and enable high-quality investment execution.
• Prepare the long-term investment program of the Fund.
• Work to improve the business positioning of companies in the general portfolio of the Fund.
• Build partnership relationships with representatives of venture capital and banking institutions domestically and abroad.
• Support the creation and updating of internal rules, procedures, instructions, and regulations for the proper management and control of investments.

Experience & Qualifications

• Minimum 5 years of professional experience in a credit or financial institution, a company operating in the field of entrepreneurship, investment, innovation, and trade, or in the management of companies with a similar subject of activity.
• Strong financial modeling and business analysis skills.
• Strong communication skills, including high proficiency in English and demonstrated ability to collaborate in partnership with multiple stakeholders.
• Great people management skills, including the ability to create and maintain a collaborative environment of mutual respect.
• Demonstrated ability to build and lead an investment team.
• Strong sense of creativity and initiative, balanced with discipline and accountability.
• Demonstrated interest, passion, and commitment to impact.
• Strategic thinking and proficient decision-making.
• Confidence, humility, and a clear drive to deliver results independently and as part of a team.

Sustained portfolio growth depends on the Chief Investment Officer, who leads M&A activities, long-term investment strategy, and full-cycle acquisition execution from deal sourcing through close, conducting financial modeling and preparing business cases with development plans for new investment proposals. Based within a corporate investment environment and working alongside external advisors, legal teams, and a directly managed acquisitions team, this role controls and reviews established growth strategy with a strong focus on monitoring implementation and effectiveness.

Accountabilities

• Lead preparation of M&A activities and long-term investment strategy.
• Identify potential investment opportunities using own network and knowledge base.
• Coordinate and execute acquisitions with holistic responsibility for the full process.
• Conduct financial modeling to assess cash requirements for key milestones within potential investments and current portfolio companies.
• Prepare business cases with development plans for new investment proposals and future execution.
• Lead due diligence and M&A processes with potential investments.
• Control and review established growth strategy with a strong focus on monitoring implementation and effectiveness.

Technical Qualifications

• 10-12 years of corporate finance and transaction services experience.
• Advisory background with experience in an investment department in a PE fund or an internal M&A and strategy department.
• Solid knowledge and expertise across mixed sectors.
• Proven track record of cooperation with PE firms, investment banks, and similar institutions.
• Proven track record in complex management and M&A transactions, including negotiations, valuations, working with external advisors and consultancies, negotiating sales and purchase agreements, closing deals, and developing investment plans.
• Outstanding communication and presentation skills.
• Hands-on approach, with the ability to work independently within a matrix organization at both strategic and operational levels.
• Outstanding leadership skills, with the ability to drive, control, execute, and inspire the team.
• Fluency in both English and Polish.

As the Chief Investment Officer, this role leads macro- and micro-level global economic research, investment strategy development, and due diligence across direct investments, new energy industries, and diversified financial products, including equity, fixed income, structured products, and funds. The investment function relies on this work to maintain oversight of portfolio management, trading activities, and operational partnerships with external counterparties and financial institutions that resolve processing issues and sustain portfolio performance.

Areas of Ownership

• Conduct research and follow the global economy at both macro and micro levels, develop investment strategy and plans, and search for potential investment targets.
• For direct investment opportunities, conduct due diligence, risk assessment, investment proposals, and business negotiation.
• Research new energy and related industries and provide reports every month.
• Oversee portfolio management and trading activities across equity, fixed income, structured products, and funds, including oversight of trade processing, monitoring of investments, and regular reporting.
• Conduct sourcing, research, due diligence, analysis, and screening on various financial products.
• Partner with external counterparties, financial institutions, and service providers to resolve operational issues.

Background & Experience

• At least 5 years of experience in managing a portfolio of investments at a private bank, investment management firm, family office, or publicly listed company, with outstanding historical performance.
• At least 5 years of experience in new energy-related industries.
• Experience as part of a project team for investment deals of US$10B or above, including due diligence and M&A considerations.
• Knowledge of financial accounting, including proficiency in structuring transactions and negotiating documentation, with an understanding of key tax, disclosure, and legal considerations.
• Proficiency in Bloomberg, Liquidnet, and MarketAxess.
• Strong communication skills, with the ability to establish and maintain positive and effective working relationships.
• Strong ownership and problem-solving skills, with the ability to lead projects for internal process and operational improvements.

Chief Investment Officer leads the sourcing, underwriting, and evaluation of U.S. real estate acquisition opportunities, building and managing a first-rate acquisitions team to continuously generate new deal flow for the firm and its investors. The work directly supports capital-raising efforts in the high-net-worth and institutional markets and requires close coordination with marketing, asset management, development, and accounting to ensure asset and business plans are properly executed.

Key Deliverables

• Source and identify deal opportunities throughout the U.S. that offer excellent short-term and long-term upside for the firm and investors.
• Recruit, manage, and lead a first-rate acquisitions team to explore and continually generate new business opportunities.
• Work with analysts to analyze, structure, underwrite, and evaluate potential transactions.
• Support the executive team with capital-raising efforts in the high-net-worth and institutional markets.
• Assist in formulating sound investment strategies while implementing proper internal protocols.
• Liaise with marketing, asset management, development, and accounting to ensure asset and business plans are properly executed.

Education & Experience

• Bachelor's and Master's degree in Finance, Business, or Economics from a highly accredited educational institution.
• At least 10+ years of real estate acquisitions experience, having independently led deals from inception to close.
• Strategic planning skills, along with exceptional fiscal and numerical proficiency.
• Strong organizational, analytical, and leadership skills, including proven capability to build best-in-class teams within an entrepreneurial environment.
• Expert familiarity with industry-related software and ability to develop new standard operating procedures.
• Excellent interpersonal and communication skills at all levels of the organization.
• First-class attention to detail and a proactive, can-do mentality with a willingness to take initiative.

The Chief Investment Officer produces the financial strategy and capital structure decisions that determine how company funds are invested across debt, equity, and internal financing, with direct accountability for fundraising, business development, and maximizing profit. Working alongside the executive team and reporting to senior leadership, this role shapes the approach to acquisition processes, IPO preparedness, and growth beyond the group's current core businesses.

Strategic Responsibilities

• Be responsible for the present financial condition of the company and determine how to invest company funds, taking into consideration risk and liquidity.
• Engage with existing and new investors to drive fundraising activities.
• Oversee and address issues of capital structure, determining the best mix of debt, equity, and internal financing.
• Identify and report on the most efficient areas of the company and determine how to capitalize on this information.
• Devise a solid financial strategy to maximize profit.
• Oversee business development and strategy to grow outside the current core businesses of the group.

Position Requirements

• At least 20 years of experience in investment banking, M&A, and corporate strategy.
• Experience as a principal investor is preferred.
• Experience with initial public offerings and international work experience is advantageous.
• Well-experienced and highly knowledgeable in acquisition processes, from legal to financial aspects.
• Broad business acumen and analysis skills.
• Ability to set and drive an agenda and actions, and influence outcomes.
• Excellent interpersonal, communication, and written skills, with the ability to liaise with people at all levels.

Embedded within the senior investment leadership structure, the Chief Investment Officer | Deputy Chief Investment Officer develops overall investment goals and oversees portfolio construction for equity and fixed income funds, applying top-down and bottom-up approaches informed by macroeconomic analysis and fundamental research. Working closely with fund managers and portfolio managers, this role monitors performance, manages risk across all funds, and produces actionable economic forecasting that informs the organization's stock market outlook.

Ownership Areas

• Work with the CEO and the senior management team to set objectives and develop overall investment goals for equity and fixed income portfolios.
• Review and monitor the portfolio holdings of all funds to ensure they are constructed based on top-down and bottom-up approaches, taking into consideration macroeconomic factors and fundamental analysis.
• Monitor the performance of fund managers and conduct periodic reviews of their performance.
• Closely review, manage, and mitigate the various risks of all funds.
• Review and evaluate economic indicators with a view to forecasting economic trends and conditions that influence the stock market outlook.

Knowledge Skills & Abilities

• Degree in Accounting, Finance, Investment, or Economics.
• Minimum 18-20 years of experience in portfolio management and the financial markets.
• Exposure to regional and foreign markets.
• Proven experience and track record in fund performance.
• Intellectual curiosity, advanced analytical skills.
• Creative problem-solving skills that result in actionable recommendations.
• Strong leadership skills alongside the ability to coach and mentor a team of portfolio managers.

Reporting to the Project Director, the Chief Investment Officer oversees the execution of the middle office function, producing and substantiating P&L and risk reporting to management while providing supervisory oversight of daily reconciliations, corporate treasury feeds, and market and credit risk controls. Partnering with portfolio managers, financial controllers, market risk, credit risk, technology, and regional middle office teams, this role drives strategic re-engineering projects and delivers tactical and strategic process improvements across front and back-end systems.

Job Functions

• Produce and substantiate P&L and risk reporting to management.
• Provide supervisory oversight of the daily P&L and risk process and regional and global management reporting.
• Provide oversight of daily system-to-system reconciliations.
• Oversee and monitor various corporate feeds relating to treasury functions.
• Monitor market risk-related controls, including updating and monitoring risk limits, reporting clean P&L for VaR back testing, and producing various risk reports.
• Monitor credit risk-related controls, including working in close partnership with credit risk and reporting teams, producing country risk reporting, and monitoring and escalating collateral valuation differences.
• Contribute to new business initiatives, including active participation in onboarding new products, designing middle office workflows, and providing analysis and advice around booking strategies and operational procedures.
• Actively run strategic re-engineering and global projects involving front and back-end systems, and closely partner across three regions.
• Provide support for ad hoc requests and queries from various stakeholders.
• Review current processes, identify opportunities for improving efficiency and controls, and deliver tactical and strategic solutions.
• Work in close partnership with market risk, credit risk, business management, trade support, financial controllers, valuation control, technology, and other regional middle office teams to ensure adequate controls on overall P&L and risk.
• Understand and contribute to various control frameworks, including Control Self Assessment (CSA), Sarbanes-Oxley (SOX), and Business Control Committees.
• Participate in and contribute to firm-wide initiatives, including global projects on re-engineering risk management and back-office systems.

Qualifications & Experience

• Degree in Finance, Accounting, Risk, or a related field (CPA, CFA, FRM, or other management qualification desired).
• 3+ years of experience with top-tier banks in middle office, market risk, valuation, finance, or product control.
• In-depth understanding of trade life cycle, P&L explanations, and market risk reporting.
• Derivatives product knowledge with hands-on experience in FX, interest rate, fixed income, and treasury products.
• Understanding of the transaction cycle, infrastructure, and associated operational and financial processes and controls.
• Proficiency in Excel and Microsoft PowerPoint.
• Strong leadership and management skills, with the ability to lead and motivate team members.
• Ability to work independently, make decisions, and escalate when appropriate.
• Good communication skills, with a robust and credible approach to partnership.
• Detail-oriented, with the ability to deep-dive into processes and improve controls and efficiencies.
• Strong relationship-building and networking skills.
• Ability to handle a high volume of ad hoc requests and deliver under pressure.

Sitting at the intersection of impact investing and sustainable energy access, the Chief Investment Officer leads grant management and investment oversight for an off-grid solar programme, conducting due diligence and financial analysis of enterprises at startup, early stage, and growth stage while producing regular financial reports of the client portfolio. Operating across a multi-country, international context alongside governments, private sector actors, financial intermediaries, and investors, this role develops risk management strategies and facilitates B2B networking that enables businesses to expand and achieve sustained market growth.

Day-to-Day Responsibilities

• Identify qualified enterprises in the off-grid sector.
• Review and analyze grant funding requests.
• Conduct due diligence and analyze the financial and business performance of potential and existing clients.
• Produce regular financial reports of the client portfolio.
• Facilitate B2B networking between enterprises and investors.
• Identify barriers to business expansion and propose strategies to remove these barriers.
• Develop risk management strategies, and develop and review risk assessment tools.
• Document and share best practices.

Professional Experience

• Master's degree in business administration or another relevant discipline.
• 8+ years of experience in grant management and investment management.
• Proven track record with experience in the off-grid energy sector in an international, multi-country context, including advisory services in the implementation of energy access projects.
• Proven experience in off-grid business development.
• 8+ years of experience with commercial finance (equity and debt) and blended finance is an added advantage.
• Proven strategic business and negotiation skills.
• Solution-oriented and hands-on approach.
• Experience working in fragile countries and nascent markets.
• Fluency in English and French (Portuguese is an added advantage).