Portfolio Manager – OCIO UHNW - Vice President
Core
Build and manage client portfolios for Ultra-High Net-Worth (UHNW) and Single Family Office clients, including asset allocation, manager selection, and risk management.
Role type
Senior IC Portfolio Manager (OCIO)
Builds
Full discretion portfolio management services for institutional and private clients
Domain
Wealth Management / Investment Management
Required skills
Portfolio construction, Asset allocation, Manager selection, Risk management, Tax planning, Trust and estate planning, Concentrated equity management, Investment policy statements, Client discovery, Global capital markets knowledge, Alternative investments
Preferred skills
CFA, CAIA, Graduate degree, Experience with managed account platforms, Modern portfolio theory, Performance attribution
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Build and manage client portfolios for OCIO's UHNW and Single Family Office clients, Engage with clients to perform client discovery and draft investment policy statements, Partner with internal advisors to win new clients and raise new assets, Ensure the smooth functioning of administrative and operational activities including trading and reporting
Seniority
Senior, hands-on IC