OCIO Pension Portfolio Manager, Vice President
Core
Build and manage client portfolios for OCIO's Pension clients, focusing on asset allocation, manager selection, risk management, and liability-driven investing strategies.
Role type
Senior IC portfolio manager (institutional/pension)
Builds
Client portfolios for Defined Benefit plans, Endowments, Foundations, and Family Offices
Domain
Wealth management / Institutional asset management
Required skills
Asset allocation, manager selection, risk management, liability-driven investing, total-return strategies, actuarial data integration, investment policy statements, global capital markets, alternative investments, portfolio construction, performance attribution
Preferred skills
CFA, CAIA, graduate degree
Technologies
Microsoft Office (Excel, PowerPoint, Word), managed account platforms, mutual funds, ETFs, separate accounts
Responsibilities
Develop liability-driven investing and total-return strategies; Coordinate with clients to secure actuarial information for asset-liability studies; Engage with clients to draft investment policy statements and provide quarterly reporting; Ensure smooth functioning of administrative and operational activities involving custodians and trading; Partner with Financial Advisors to win new clients and raise assets; Create institutional content such as white papers for advisors