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 Defined Contribution Retirement Portfolio Management
Builds
Client investment menus and portfolios for institutional and private Defined Contribution plans
Domain
Wealth Management / Defined Contribution Retirement
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Portfolio analysis, manager selection, trade analysis, ad hoc investment analysis, Microsoft Office (Excel, PowerPoint, Word), RFP response support, prospect-facing content creation
Preferred skills
None stated
Technologies
Morningstar, eVestment
Responsibilities
Support Portfolio Managers to build and manage client investment menus and portfolios; Conduct analytical work on portfolio, manager selection, trade, and ad hoc investment analyses; Interface with internal and external partners including research, trading, operations, and third-party vendors; Support production of client reporting materials and industry commentary; Contribute to new business development efforts including RFP responses and prospect-facing content
Seniority
Associate/Analyst, entry-level to mid-level IC