Serve as Portfolio Manager to build and manage client portfolios for OCIO's Endowment & Foundation (E&F) clients The portfolio manager will be responsible for functions such as; asset allocation and manager selection as well as risk management and monitoring Engage with clients to perform client discovery, draft investment policy statements, provide quarterly reporting, etc. Ensure the smooth functioning of administrative and operational activities, including those involving outside custodians and trading, reporting, and client cash flows Partner with internal advisors and consultants to win new clients and raise new assets Manage relationships with key internal partners including Branch Support, Middle Office, reporting and technology teams Along with other subject matter experts, create institutional content such as white papers for advisors to use with clients and prospects to engage on topics related to the areas of expertise Work closely with internal business development team to create RFP Portfolio Proposals 10+ years' experience servicing institutional portfolios, preferably for endowments and foundations Experience and knowledge in investment/ wealth management platforms and vehicles, including managed account platforms, mutual funds, ETFs, separate accounts, and alternative investments Experience and knowledge in global capital markets, technical expertise across asset classes preferred Firm understanding of portfolio management concepts including modern portfolio theory, asset allocation, portfolio construction, manager selection, risk management and performance attribution Proficiency in Microsoft Office including Excel, PowerPoint, and Word Strong organizational and project management skills Must be very detail-oriented, with an ability to multi-task and handle multiple priorities Exemplary verbal and written communication skills Proactive & hard working with strong professional accountability FINRA Licensed: SIE, Series 7 and Series 66 required within 90 days Role is primarily in person in Purchase; some days in NYC may be required Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work. Expected base pay rates for the role will be between 160,000 and 270,000 per year at the commencement of employment. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees. It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Want more jobs like this?
Get Administration and Office jobs delivered to your inbox every week.
