OCIO Pension Portfolio Manager, Vice President
Core
Build and manage client portfolios for institutional pension clients, focusing on asset allocation, manager selection, and risk management.
Role type
Vice President, Portfolio Manager (Institutional/Pension)
Builds
Full discretion portfolio management services for Defined Benefit plans, Endowments, Foundations, and Family Offices.
Domain
Wealth Management / Institutional Asset Management / Pension Fund Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Liability-driven investing strategies, Total-return strategies, Asset allocation, Manager selection, Risk management, Performance attribution, Actuarial data integration, Investment policy statement drafting, Global capital markets knowledge, Alternative investments expertise, Modern portfolio theory application
Preferred skills
Graduate degree, CFA, CAIA, FINRA Series 7 and 66 licenses
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 perform discovery and draft investment policy statements, Ensure smooth functioning of administrative and operational activities including trading and reporting, Partner with Financial Advisors to win new clients and raise assets, Create institutional content such as white papers for advisors
Seniority
Vice President, Senior IC with client-facing responsibilities
