OCIO Portfolio Manager

Overview

We believe effective OCIO partnerships are rooted in alignment, transparency, and shared purpose. Our work is grounded in a long-term perspective, a disciplined investment process, and a commitment to helping clients fulfill their missions. We are seeking an experienced Portfolio Manager to join our OCIO team, working closely with nonprofit institutions, endowments, and foundations to steward long-term investment programs.

Responsibilities

• Serve as a trusted advisor to institutional clients, building durable relationships grounded in transparency, responsiveness, and sound judgment
• Engage directly with investment committees and boards, presenting recommendations and facilitating thoughtful discussion around strategy, risk, and trade-offs
• Support clients in aligning investment programs with mission, spending needs, and long-term objectives
• Contribute to the development and refinement of investment policy frameworks and governance practices
• Lead the design and ongoing oversight of multi-asset portfolios, incorporating both public and private investments
• Develop and implement asset allocation strategies that reflect client objectives, risk tolerance, and liquidity needs
• Participate in manager research, selection, and monitoring, drawing on both internal insights and external partnerships
• Continuously evaluate portfolio positioning in light of evolving market conditions and long-term capital market perspectives
• Contribute to portfolio construction, implementation, rebalancing, liquidity management, performance analysis, and reporting
• Collaborate closely with internal teams to ensure consistency and quality of execution across client portfolios
• Participate actively in a team-based investment process, contributing perspective while remaining open to challenge and refinement
• Mentor junior colleagues and contribute to a culture of learning, curiosity, and shared accountability
• Support broader firm initiatives, including thought leadership and client development efforts, as appropriate

Required Qualifications

• Bachelor’s degree required
• 7-10+ years’ experience in institutional investing, OCIO, or investment consulting

Prior Experience

• Demonstrated ability to engage effectively with sophisticated investment committees and fiduciaries
• Strong grounding in asset allocation, portfolio construction, and manager evaluation, including alternatives
• Demonstrated ability to develop and implement asset allocation strategies
• Advanced degree and/or CFA/CAIA preferred