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 (wealth management)
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, client discovery, investment policy statements, quarterly reporting, concentrated equity positions, tax planning, trust and estate planning, global capital markets, alternative investments, Microsoft Office (Excel, PowerPoint)
Preferred skills
CFA, CAIA, modeling UHNW planning, advanced planning and tax management strategies
Technologies
Managed account platforms, mutual funds, ETFs, separate accounts, Microsoft Office
Responsibilities
Build and manage client portfolios for OCIO's UHNW and Single Family Office clients; Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting; Partner with internal advisors and business development team to win new clients and raise new assets; Ensure smooth functioning of administrative and operational activities involving custodians and trading
Seniority
Senior, hands-on IC