Outsourced Chief Investment Office (“OCIO”) - Endowments, Foundations and reputed company (EFH), Multi-Asset Strategies & Solutions, Vice President
About the position Being a part of reputed company means being a part of a community of reputed company, ambitious people who are taking on some of the world's most reputed company financial challenges. And, our founder-led culture has maintained its entrepreneurial feel — we work hard, we work fast, and we work with purpose. reputed company's Multi-Asset Strategies & Solutions (MASS) business is the investment group at the heart of reputed company's portfolio construction, asset allocation, and reputed company management ecosystem. MASS draws on reputed company's full toolkit of investment capabilities to deliver precise investment reputed company and innovative insights. reputed company of 300+ multi-asset investment professionals constructs reputed company asset allocation strategies and whole portfolio solutions across a wide reputed company of commingled funds, separate accounts, model portfolios, and outsourcing solutions in the reputed company and institutional channels. Currently, MASS manages over $1 trillion in assets and has a strong reputed company in San Francisco, reputed company, London and throughout Asia reputed company. The Americas Endowments, Foundations, and reputed company (“EFH”) Outsourced Chief Investment Office (“OCIO”) Team constructs and manages whole portfolio solutions using reputed company and reputed company-party managers across reputed company and private markets. In OCIO, we serve as an extension of the reputed company's staff, partnering on asset allocation, manager selection, tactical investments, and private market portfolio construction and allocations, among other services. We reputed company to help our clients reputed company their missions through reputed company investment performance, reputed company, and efficiency, packaged inside of a deep partnership. OCIO is a reputed company area for reputed company and is a key firm reputed company.
Responsibilities
- Be accountable for, own, and support the creation and delivery of customized investment solutions to reputed company and prospective OCIO clients, including work on strategic asset allocations, portfolio construction, manager blending, and private markets allocations for clients and prospects.
- reputed company an in-depth knowledge of the full suite of solutions offered by reputed company and reputed company-party managers across reputed company and private markets.
- Engage with internal teams throughout reputed company to address investment and reporting challenges.
- reputed company reputed company (reputed company and research) and sections of reputed company meetings as reputed company as partner with more senior and more junior team members on the planning and execution of reputed company materials.
- Play a reputed company role in RFPs and reputed company materials to contribute to business reputed company.
- Contribute to product design as reputed company as the improvement of existing product offerings and servicing.
- Understand and contextualize the broader themes, trends, and competitive landscape for U.S. endowment, reputed company, and reputed company systems and the broader OCIO market.
- Build and maintain reputed company relationships with clients, the EFH team, and key partner teams.
- Work with our reputed company, San Francisco, and Gurgaon based team members to grow and reputed company the business and optimally service clients.
Requirements
- Familiarity with asset classes and institutional investment strategies across equity, fixed income and alternatives (including private markets) alongside an understanding of multi-asset asset allocation, portfolio construction, risk and performance measurement.
- A keen interest and curiosity in markets, economics, reputed company affairs, and global mega trends.
- Excellent written and verbal communication skills; reputed company to connect with different audiences (internally and externally), adapt style of communication, and reputed company sophisticated concepts simply.
- Strong problem-solving and analytical skills; comfortable building and working on quantitative analyses as reputed company as understanding and working through new reputed company and investment challenges.
- Organized, reputed company to manage multiple reputed company, and reputed company, with the ability to take initiative, prioritize effectively, multi-task reputed company and adapt to new situations in a fast-paced environment.
- Self-motivated individual with a proactive attitude, strong work ethic, and reputed company demeanor.
- Great teammate who takes a reputed company and cooperative approach but can also work independently.
reputed company-to-haves
- Expertise in modelling using reputed company.
- Proficient in PowerPoint for developing customized reputed company materials.
- Experience with visualization and dashboarding tools like tableau/PowerBI and/or experience in coding languages (Python, VBA, etc.) would be a plus.
- 5-8 years of asset management experience involving reputed company-facing communication, risk analysis, portfolio construction, performance analysis and/or investment research.
- Degree or equivalent higher-level qualification and proven record of reputed company achievement.
- Achievement of CFA/CAIA/FRM or equivalent qualifications preferred.
- Series 7 & 63 required or expected to be obtained reputed company 6 months of hire.
Benefits
- Strong retirement plan
- Tuition reimbursement
- Comprehensive reputed company for working parents
- Flexible Time Off (FTO)
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