Company Description
Sierra Capital, LLC, established in 1998, specializes in providing independent wealth management services tailor-made for ultra high net worth families and foundations. With a team of experienced advisers blending Wall Street expertise and disciplined investment strategies, Sierra Capital focuses on delivering thoughtful guidance in clients' best interests. The firm offers hands-on portfolio management and investment consulting, evaluating both traditional and alternative strategies to ensure suitability and alignment with client objectives. By maintaining independence, Sierra Capital emphasizes diligence, trust, and objectivity to help families build a secure financial future across generations.
Role Description
This is a full-time, on-site Chief Investment Officer role based in Miami, FL. The CIO will lead Sierra Capital’s investment strategy, portfolio construction, and investment management initiatives across traditional and alternative asset classes.
The CIO will be responsible for guiding strategic asset allocation, overseeing investment decision-making, conducting market research, and identifying compelling opportunities across public markets, private markets, alternative investments, fixed income, equities, real estate, private equity, private credit, hedge funds, and other institutional strategies.
This individual will play a key leadership role in manager due diligence, investment committee preparation, portfolio oversight, and long-term investment planning for ultra high net worth families, family office clients, foundations, endowments, pensions, and other institutional relationships.
The ideal candidate will bring a strong finance background, experience working in or with family offices, and the ability to develop sophisticated investment solutions tailored to each client’s objectives, risk profile, liquidity needs, and long-term financial goals.
Qualifications
- Strong expertise in investment strategy, portfolio construction, asset allocation, and investment management
- Proven experience evaluating traditional and alternative investments across multiple asset classes
- Deep understanding of manager due diligence, investment selection, portfolio monitoring, and risk assessment
- Experience working with ultra high net worth families, family offices, foundations, endowments, pensions, or institutional clients
- 7 to 10+ years of relevant investment experience, preferably within a family office, RIA, OCIO platform, endowment, pension, foundation, or institutional investment firm
- Strong knowledge of alternative investments, including private equity, private credit, hedge funds, real estate, and other private market strategies
- Ability to lead investment committee discussions, present market views, and communicate complex investment concepts clearly
- Strategic and analytical thinker with sound judgment, strong decision-making skills, and a results-oriented mindset
- Exceptional leadership, communication, relationship management, and stakeholder engagement abilities
- Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field
- CFA designation preferred
- MBA or advanced finance-related degree a plus
- Must be able to work in person from the Miami office
