Axylyum Charter, the parent company of the growth enablement product, AXY Wrap™, has gained significant acclaim as the industry leader in credit line expansion and default risk mitigation. By shifting default exposure to AXY Wrap™, lenders that work with Axylyum Charter can increase their lending facilities and foster relationships with their borrowers—ultimately leading to exponential growth.

Building on our rapid expansion, we are looking for a well-organized and analytical Chief Investment Officer (CIO) to manage our company’s investment portfolio. The CIO will provide insight and direction, lead investment teams, and complete all fund transactions.

To excel in this position, you must possess a sound understanding of all investment policies and guidelines, demonstrate excellent communication skills (written and verbal), and maintain a strong professional work ethic. The CIO will work in collaboration with the Executive team and is responsible for directing day-to-day investment strategy, accounting and control, performance evaluation, and risk management of Axylyum Charter.

The Chief Investment Officer must have the ability to understand key concepts of risk management and understand the risk as an asset model. You will critically evaluate investment operations and implement a plan to leverage best practices, innovation, and technology to improve operational efficiency.

Responsibilities:

• Assist in the formulation and implementation of investment policy and related asset allocation plans
• Conducts and/or supervises research, analysis, recommendations and implementation of best investment practices
• Reports on general market conditions/trends with implications on operations and/or performance to the CEO and MD
• Responsible for negotiation of investment and non-investment service providers and investment consultants
• Write clear and well-informed investment recommendations based on thorough research and analysis
• Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies
• Review quarterly financial statements, and remain up-to-date with any important valuation or policy changes
• Perform regular administration duties of all investment files
• Responsible for organizing and executing assigned investment projects on behalf of clients according to client’s requirements
• Meet with assigned clients when needed and perform an initial assessment of a problematic situation
• Collect information about the client’s investment needs
• Responsible for analyzing and interpreting financial data to unearth investment weaknesses problems, and comprehend the causes
• Develop detailed investment strategies to drive small or radical changes necessary for the success of the organization
• Responsible for tracking and assessing the effectiveness of investment strategies and projects
• In charge of examining investment trade areas for new investment opportunities
• Successfully pitch an optimization investment strategy
• Meet with and advising senior executives throughout the investment process
• Respond to audits to ensure continual improvement is achieved
• Identifies the developmental needs of investment officers/trainees and provide coaching and mentoring to improve their knowledge or skills as required

Minimum qualifications include:

• Master’s degree and a current track record of investment strategy at a bank or institutional real estate firm
• 20 years of relevant investment experience
• Outstanding negotiation and communication skills

Preferred Experience to Include:

• CFA, CAIA, or FRM
• Experience with both internal active and external management
• Experience with a variety of private investment partnership structures
• Strong understanding of relevant ethical and legal practices
• Tech-savvy, ability to use common investment software
• Interaction and collaboration across the debt capital markets
• Interaction with investors and corporate management teams, financial modeling, qualitative analysis
• Experience with evaluating counterparty credit risk for fund transaction decisions
• Performing risk assessment of derivatives, trading exposure, and capital markets transactions
• Managing new issue securitization transactions and work with Issuers, Investors, Rating Agencies, Lawyers and other internal and external counterparts
• Analyzing and assessing risk of new equity margin lending and CLO warehouse deals
• Experience in market risk with deep understanding of risk metrics and with securitized products

Job Type: Full-time

Pay: $960,000.00 per year

Schedule:

• Monday to Friday
• On call

Work Location: Multiple Locations