Skip to main content
McCarthy Search

Senior Vice President (SVP), Investment Strategy

L7

obsidian cioGlens Falls, NY3 days ago

$225,000 - $300,000 per year

Occupations

Investment Fund ManagersFinancial and Investment AnalystsPersonal Financial Advisors

Industries

Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
About Obsidian CIO Obsidian CIO is a boutique investment management firm based in New York, serving independent advisors, family offices, and institutional clients. Together with our sister firm, Willow Run Advisors, we bring public and private market expertise, customized portfolio construction, tax management, and integrated technology to advisors and the families they serve. We offer the breadth of a sophisticated investment platform within a small, collaborative team where each person has meaningful impact.
The Opportunity: We are seeking a Senior Vice President, Investment Strategy to work directly with the Managing Partner / CIO, own key investment functions, and help lead the investment team. This hands-on generalist role offers a path toward broader investment leadership as the firm grows.
Key Responsibilities:
  • Lead manager sourcing, selection, and investment and risk due diligence across public and private markets; coordinate operational diligence
  • Own portfolio construction and strategic and tactical allocation recommendations, incorporating risk, liquidity, taxes, and client objectives
  • Monitor managers, performance, and exposures; recommend portfolio changes and oversee approved implementation
  • Assess market developments and conduct scenario analysis and stress testing to identify portfolio risks and opportunities
  • Present and defend investment recommendations to the CIO and investment committee
  • Lead advisor investment discussions and evaluate client-specific investment requests
  • Develop clear investment commentary, portfolio reviews, and materials that help advisors communicate with clients
  • Mentor analysts and associates, set research priorities with the CIO, and review analytical work
  • Improve investment processes, analytics, and automation in partnership with operations and technology teams
Qualifications:
  • 10+ years of relevant investment experience with progression into senior responsibility; RIA, OCIO, family office, or comparable allocator experience strongly preferred
  • Broad public and private markets expertise, with independent investment judgment and practical portfolio construction experience
  • Demonstrated success in manager diligence, selection, and monitoring, with an understanding of tax-aware portfolio implementation
  • Strong writing and presentation skills, credibility with advisors and investment committees, and experience mentoring investment professionals
  • Strong quantitative skills and comfort using investment data, portfolio analytics, and technology in a hands-on, collaborative environment
  • Bachelor's degree required; CFA, CAIA, MBA, or equivalent investment depth preferred
Compensation & Benefits: Target total annual cash compensation of $225,000–$300,000, including base salary and target bonus, plus benefits. Compensation depends on experience and responsibilities; bonuses reflect individual and firm performance and are not guaranteed
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

ManagerL7

Salary

$225,000 - $300,000 per year

Location

Glens Falls, NY

Occupation

Investment Fund Managers

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

To get sharper similar jobs, create your profile using the link below.

Create profile