Talent.com
Meeder Investment Management
Chief Investment Officer, Funds and PortfoliosMeeder Investment Management • Dublin, OH, United States
Chief Investment Officer, Funds and Portfolios

Chief Investment Officer, Funds and Portfolios

Meeder Investment Management • Dublin, OH, United States
30+ days ago
Job type
  • Full-time
Job description

CIO, Funds and Portfolios

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974. Located in Dublin, Ohio, Meeder has over 100 professionals dedicated to serving the financial needs of individuals, corporations, and government entities, with over $25 billion in assets under management, advisement, and administration. Meeder's advice and product suite is driven by our founding principle: providing investment solutions designed to improve investor outcomes. Meeder works with clients both directly and through financial advisors to offer a broad suite of investment solutions including mutual funds, investment portfolios, separately managed accounts, retirement plan services, and cash management solutions. Meeder associates enjoy a dynamic working environment that is built on our five core values: Integrity, Passion, Discipline, Excellence, and Results. To foster these core values, we look for candidates who are team-oriented, resourceful, and energetic and want to make an impact on a thriving firm.

Primary Responsibilities

  • Oversee all tactical aspects of proprietary and non-proprietary mutual funds and portfolios
  • Manage all individual stock selections for mutual funds and SMID portfolios
  • Direct the selection of ETFs for all tactical mutual funds and non-proprietary portfolios
  • Oversee the development, enhancement, and review of all quantitative models and factor-related decisions, including our tactical asset allocation model (TAM) and growth vs. value and international decisions
  • Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios
  • Participate in the firm's client communication process, including written, verbal, and multimedia reports covering portfolio performance, capital markets, and macroeconomic analysis, periodic travel to conferences and client events
  • Interface with Meeder Advisor Consulting and Wealth Management teams regarding capital markets updates, changes to investment processes, and responding to questions for the marketplace
  • Participate in new firm business development initiatives, including due diligence reviews and other client meetings as requested
  • Foster ideas for investment product development
  • Leadership of all tactical Investment Department associates including Director of Research, all tactical-related Portfolio Managers and Analysts and the Advisory Consulting Portfolio Management Team
  • Executive Team participation
    • Participate as requested in certain Executive Team meetings
    • Involvement in applicable high-level initiatives, resource decisions and acquisitions
    • Manage relevant responsibilities of long-term and short-term initiatives established by Executive Team
  • Participation in quarterly Meeder Funds Board meetings, as necessary

Critical Success Factors

  • Strong experience leading and developing a team of investment professionals.
  • Background in quantitative management of tactical investment portfolios, including factor research and risk model interpretation.
  • In depth and current knowledge of macroeconomic environment, and an understanding of how economic variables impact portfolio risk exposures.
  • Excellent presentations skills along with the ability to articulate complex finance and mathematical concepts in verbal and written form.
  • Strong organization and time management skills with ability to multi-task.
  • Excellent problem-solving skills and ability to find "outside the box" solutions.

Skills Required

  • Bachelor's degree required in Finance, Economics, Statistics, or other technical degree. Master's degree preferred.
  • Professional designation or advanced degree such as CFA, CMT, MBA, etc.
  • Minimum 15 years of multi-asset class experience in an investment-related capacity, including senior investment leadership and management experience.
  • Strong knowledge base with portfolio management software applications, including Bloomberg, S&P Capital IQ, and risk model software.
Create a job alert for this search

Chief Investment Officer, Funds and Portfolios • Dublin, OH, United States

Similar jobs

Chief Financial Officer (Private Equity backed multi-site business)

Kensington International Executive SearchColumbus, OH, United States
Full-time

Our client is a lower middle market, private equity backed company in the healthcare space.The Company’s success has been driven by many factors.Among them are high quality products and services, h... Show more

 • Promoted

Chief Financial Officer

Gilman PartnersColumbus, OH, United States
Full-time

Organization : Columbus Distributing Company.Are you a proven finance leader with experience in distribution, manufacturing, logistics, or other operationally intensive businesses?.Do you enjoy ser... Show more

 • Promoted

Chief Accounting Policy & Research Leader

AEP Service CorporationColumbus, OH, United States
Full-time

AEP Service Corporation is seeking a senior Accounting Policy & Research leader to guide technical GAAP analyses, disclosures, and policy development for a multi-jurisdiction electric utility.You w... Show more

 • Promoted

Senior Investment Professional, Enterprise Portfolio Management

NationwideColumbus, OH, United States
Full-time

Senior Investment Professional.As a team member in Finance at Nationwide, a Fortune 100 company with nearly $70 billion in annual sales, the opportunities are endless! Let Nationwide help create yo... Show more

 • Promoted

Manager, Private Equity Funds

Ultimus Fund SolutionsColumbus, OH, United States
Full-time

Oversee the preparation and distribution of quarterly financial statements to the Limited Partners to report information regarding the performance of the Fund;.Oversee the preparation of schedules ... Show more

 • Promoted

Investment Operations Analyst - Finance (3 OPENINGS)

Financial ClientColumbus, OH, US
Full-time

Hybrid * BACHELOR'S REQUIRED Qualifications: - 4-year college degree - Proficiency in navigating internet and web-based applications.Interpret wide range of reference materials.Utilization of 3rd p... Show more

 • Promoted

Remote Financial Advisor (CFA or CFP)

Micro1Circleville, Ohio, US
Remote
Full-time

Financial Advisor (CFA or CFP).AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare... Show more

 • Promoted

Portfolio Manager, International Equity (Quantitative)

STRSColumbus, OH, United States
Full-time

Portfolio Manager, International Equity (Quantitative).STRS Ohio is seeking a Portfolio Manager, International Equity (Quantitative) to join the Investment/International Equity team.Nearly two-thir... Show more

 • Promoted

Chief Financial Officer

ApplyDublin, OH, United States
Full-time

Council Capital is a healthcare-focused private equity firm based in Nashville, Tennessee, managing over $350 million in committed capital.We invest in lower middle market healthcare companies wher... Show more

 • Promoted

Chief Financial Officer

Council CapitalDublin, OH, United States
Full-time

Nashville, Tennessee, managing over $350 million in committed capital.The company partners with skilled nursing facilities to provide on‑site behavioral health services and bill Medicare and Medica... Show more

 • Promoted

Finance Project Manager

Beacon Hill Staffing Group, LLCOH, US
Full-time

Finance Project Manager Overview An organization is seeking a Finance Project Manager to support a critical Acumatica ERP implementation and optimization initiative.This role will focus heavily on ... Show more

 • Promoted

AVP, Underwriting Director - Construction Casualty

Zurich Insurance Company Ltd.Virtual, OH, US
Full-time

Zurich is currently seeking an Executive Underwriter or AVP, Underwriting Director – Construction Casualty to join our Midwest Team in one of the following locations: Ohio, Indiana or Michigan.Whil... Show more

 • Promoted

Chief Investment Officer, Funds and Portfolios

Meeder Investment ManagementDublin, OH, United States
Full-time

Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974.Located in Dublin, Ohio, Meeder has over 100 professionals dedicat... Show more

 • Promoted

Investment Advisor in Public Funds

Meeder Investment ManagementDublin, OH, United States
Full-time

Investment Advisor in Public Funds.Meeder Investment Management is an employee-owned firm that has helped clients successfully reach their financial goals since 1974.Located in Dublin, Ohio, Meeder... Show more

 • Promoted

B2B Sales Representative

Slice Merchant ServicesCircleville, OH, US
Full-time

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Show more

 • Promoted

Investment Director, Strategic Capital

Nationwide Mutual Insurance CompanyColumbus, OH, United States
Full-time

Investment Director — Strategic Capital.As a member of Nationwide's Ventures team, you will help grow our portfolio of early‑to‑late stage companies shaping the future of insurance and financial se... Show more

 • Promoted

Healthcare CFO: Build & Scale Financial Foundations

ApplyDublin, OH, United States
Full-time

ViaQuest is seeking a Chief Financial Officer to lead the finance organization for its behavioral health division.The CFO will build the team, systems, and processes to support a $100M+ platform an... Show more

 • Promoted

Healthcare CFO: Growth & Multi-Site Finance Leader

Council CapitalDublin, OH, United States
Full-time

Council Capital is seeking a Chief Financial Officer in Ohio to lead the finance organization for its behavioral health division.You will be responsible for building the finance infrastructure to s... Show more

 • Promoted

Plumber I - Multi Family

R. T. Moore Co., Inc.Orient, OH, US
Full-time

Come join our team as a Plumber I!.We’re currently looking for Plumber I candidates.The position of Plumber I is critical to learning the plumbing trade and steadily improving both quality and spee... Show more

 • Promoted

Remote Financial Analyst

Micro1Circleville, Ohio, US
Remote
Full-time +1

Investment Strategy & Advisory.Predictive Analytics & Visualization.AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowled... Show more