首席投资官 / 投资主管
Chief Investment Officer / Head of Investments
职位描述
StartEngine 正在推出完整的智能投顾服务，将我们现有的约 3,000 名私募基金客户迁移到一个由 50/30/20 投资组合理念构建的自主管理平台。我们正在招聘一位人员来完成这项工作：一位真正亲自设计并运行过投资组合的投资负责人，而不是仅仅管理团队的人。
这是一个实干者角色，而非象征性职位。你将撰写投资政策声明，选择实际的基金和 ETF，定义资产配置和再平衡逻辑，并与我们的工程团队直接合作将其开发并上线。你还将作为该策略的公开负责人——出现在我们的 Form ADV 文件、面向客户的材料以及说服现有客户转为顾问账户的推介中。
你将负责
设计并负责 across 风险等级的 Investment Policy Statement 和 50/30/20 模型投资组合框架
使用清晰、可辩护的尽职调查标准（成本、流动性、税务效率、跟踪准确性）选择并维护实际的基金/ETF 列表
定义再平衡和税务损失收割逻辑，并与我们现有的 14 人工程团队紧密合作，将其转化为可用产品——你编写规格说明，不需要单独的团队
作为投资负责人出现在我们的 Form ADV 文件以及面向客户和营销材料中
与我们的总法律顾问和现有合规团队合作，帮助他们理解运营 RIA 与我们现有的经纪交易商和资金平台业务的不同之处
制定合规的沟通要点，供持牌代表在与客户讨论顾问账户时使用
直接向 [CEO / President] 汇报，全面负责投资职能
我们寻找的人选
你曾在小型到中型 RIA 或智能投顾公司中亲自构建并运行过模型投资组合——是实际操作，而非委派任务
持有 CFA 证书或同等水平的业绩证明；我们更关注你实际交付的成果，而非你名字后的头衔
了解现代投资组合理论、资产配置方法和被动型基金/ETF 的选择
能够公开作为投资策略的负责人，包括在监管披露文件中
能够直接撰写工程团队可以基于其开发的产品需求文档，无需翻译中介
创业心态：你将从零开始构建这个职能，而非继承一个部门
查看英文原文
About the Role
StartEngine is launching a full robo-advisory offering, converting our existing base of ~3,000 Private-fund clients onto a discretionary, algorithmically-managed platform built around a 50/30/20 portfolio philosophy. We're hiring one person to build it: a working investment leader who has personally designed and run model portfolios before, not someone who has only managed a team that did.
This is a builder's role, not a figurehead role. You'll write the investment philosophy, select the actual funds and ETFs, define the allocation and rebalancing logic, and work directly with our engineering team to get it built and shipped. You will also be the named, public face of the strategy — in our regulatory filings, in client-facing materials, and in the pitch that convinces our existing clients to convert to advisory accounts.
What You'll Do
Design and own the Investment Policy Statement and the 50/30/20 model portfolio framework across risk bands
Select and maintain the actual fund/ETF lineup using clear, defensible due-diligence criteria (cost, liquidity, tax efficiency, tracking accuracy)
Define the rebalancing and tax-loss-harvesting logic and work hands-on with our existing 14-person engineering team to translate it into working product — you write the spec, no separate team required
Serve as the named investment lead in our Form ADV and in client-facing and marketing materials
Partner with our General Counsel and existing compliance team to help them understand what's different about running an RIA versus our existing broker-dealer and funding-portal businesses
Set the compliant talking points our licensed representatives will use when discussing advisory accounts with clients
Report directly to [CEO / President] with full ownership of the investment function
What We're Looking For
You have personally built and run model portfolios at a small-to-midsize RIA or robo-advisor — hands-on, not delegated
CFA charter or equivalent demonstrated track record; we care more about what you've shipped than the letters after your name
Working knowledge of modern portfolio theory, asset allocation methodology, and passive fund/ETF selection
Comfortable being publicly named as the face of an investment strategy, including in regulatory disclosures
Able to write product requirements an engineering team can build from directly, without a translator
Startup mindset: you're building this function from scratch, not inheriting a department
What We're Not Looking For
A CIO who expects to hire a team before proving out the first version of the product
Someone whose experience is purely institutional or oversight-level, without hands-on portfolio-building work
A pure compliance or legal background — we have that covered; we need investment judgment
Perks & Benefits
100% covered Medical/Dental/Vision - pick your own plan
Generous Equity package
Unlimited PTO and sick days
Paid WeWork Usage (optional)
100% Remote
Team Off-sites and Celebration Dinners
Paid Maternity/Paternity leave
401K program
Flexible hours
Be part of one of the fastest growing parts of the FinTech Industry
A chance to work with a highly profitable and rapidly expanding startup (not VC funded)