Wealth Management, OCIO Defined Contribution Retirement - Analyst/Associate
Core
Support Portfolio Managers to build and manage client investment menus and portfolios for OCIO's Defined Contribution clients.
Role type
Associate/Analyst in Wealth Management (Defined Contribution)
Builds
Client investment menus and portfolios for institutional and private clients
Domain
Wealth Management / Defined Contribution Retirement
Required skills
Portfolio analysis, Manager selection, Trade execution, Investment research, Client reporting, New business development support, Microsoft Office (Excel, PowerPoint, Word), FINRA Series 7 and 66 (or 63 and 65) licenses
Preferred skills
Intellectual curiosity, Detail-oriented mindset, Multitasking, Project management, Proactive approach
Technologies
Morningstar, eVestment, Morgan Stanley systems
Responsibilities
Support Portfolio Managers to build and manage client investment menus and portfolios for OCIO's Defined Contribution clients, Conduct analytical work on portfolio, manager selection, trade, and ad hoc investment analyses, Interface with internal and external partners including research, trading, operations, and investment managers, Support the production of intellectual capital, client reporting materials, and industry commentary, Contribute to Defined Contribution new business development efforts including RFP responses and prospect-facing content
Seniority
Associate/Analyst, entry-level to mid-level