Portfolio Manager – OCIO UHNW - Vice President
Core
Build and manage client portfolios for Ultra-High Net-Worth (UHNW) and Single Family Office clients, handling asset allocation, manager selection, and risk management.
Role type
Vice President, Portfolio Manager (OCIO)
Builds
Full discretion portfolio management services for institutional and private clients
Domain
Wealth Management / Investment Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio construction, asset allocation, manager selection, risk management, performance attribution, tax planning, trust and estate planning, concentrated equity management, global capital markets knowledge, alternative investments, Microsoft Office proficiency
Preferred skills
CFA, CAIA, experience with UHNW planning modeling, experience with managed account platforms and ETFs
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Build and manage client portfolios including all asset allocation and risk management tasks; Educate clients on gifting techniques and holistic asset allocation; Engage with clients for discovery, drafting investment policy statements, and quarterly reporting; Ensure smooth administrative and operational activities with custodians and trading partners; Partner with business development to win new clients; Create commercial intellectual capital for client engagement
Seniority
Vice President, Senior IC with leadership responsibilities