Back to jobs
New

Deputy Chief Investment Officer

Columbia, MD

Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. With over 200 employees and 40+ locations across the country, we are here to serve our clients beyond what is expected.

The Deputy Chief Investment Officer (Deputy CIO) plays a critical leadership role within the investment team of an organization, supporting the Chief Investment Officer in managing and overseeing the company’s investment strategies, portfolios, and operations. The Deputy CIO will ensure the effective execution of investment policies, fosters innovation, and provides strategic direction to achieve Choreo’s financial objectives, including internal and external messaging to advisors and clients. The Deputy CIO will report to the Chief Investment Officer and may act as their delegate in their absence. This role collaborates closely with the investment team and senior management. 

Primary Responsibilities:  

  • Assist the CIO in developing and implementing the organization’s investment vision, strategy, and policies.
  • Oversee and monitor the performance of investment portfolios and solutions, ensuring alignment with the organization’s objectives. Participate in asset allocation decisions, rebalancing, and risk management processes.
  • Enhance research efforts to identify new investment opportunities, monitor market trends, and evaluate macroeconomic factors, and provide actionable insights for investment decision-making.
  • Mentor and supervise investment staff, fostering a culture of collaboration, professional growth, and high performance. Delegate responsibilities and coordinate cross-functional teams as needed.
  • Communicate effectively with internal and external stakeholders, including senior management, board members, clients, and partners.
  • Ensure adherence to regulatory requirements, company policies, and high ethical standards. Identify and mitigate potential risks in investment strategies and operations.
  • Support the CIO in overseeing day-to-day investment operations.
  • Drive initiatives to improve investment processes, systems, and tools. Encourage adoption of new technologies and methodologies to enhance efficiency and performance. 

Basic Qualifications: 

  • Bachelor’s degree in Finance, Economics, Business Administration, or a related field required
  • Master’s degree or professional certifications (e.g., CFA, CAIA) preferred
  • Minimum of 10 years of progressive investment management experience, including leadership roles within institutional or asset management organizations
  • Strong analytical, strategic thinking, and decision-making skills
  • Excellent communication, interpersonal, and leadership abilities
  • Deep understanding of investment markets, asset classes, and risk management techniques
  • Strong writing capabilities as well as presentation skills are essential
  • Familiarity with investment analytics platforms, financial modeling, and portfolio management software
  • Willingness to travel 10-25% of working time for internal and client meetings as well as events

Employee Benefits 

At Choreo, we provide a holistic, total reward offering to empower our teams in their professional and personal lives. We seek to provide employees with benefits that place an emphasis on health, happiness, and financial security. Here is what we offer: 

  • Competitive salary and bonus plan 
  • Competitive medical, dental, and vision plans 
  • Basic life and disability coverage 
  • 401(k) matching program 
  • Financial support for approved designations and courses
  • Technical, leadership, sales training opportunities
  • Unlimited, discretionary time off
  • Paid parental leave 

​​Choreo is an equal opportunity employer. We are committed to fostering, cultivating, and preserving a culture of diversity, equity, and inclusion. 

Create a Job Alert

Interested in building your career at Choreo? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Please provide a range.

Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Choreo’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.