OCIO Taft-Hartley & Government Entity Portfolio Manager, Executive Director

Responsibilities

• Serve as Portfolio Manager to build and manage client portfolios for OCIO’s Taft-Hartley and Government Entity clients
• The Portfolio Manager will be responsible for client portfolios’ 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 Financial Advisors and consultants to win new clients and raise new assets
• 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

Qualifications

• 10+ years’ experience servicing pensions, corporations and other institutional accounts in a wealth management or investment consulting capacity
• 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
• 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