OCIO Principal - Client Team

Overview

Position
:
Principal - OCIO Client Team, NYC

The Investment Principal will serve as the Chief Investment Officer (CIO) for their clients, with end-to-end management responsibility for the investment process of client portfolios.

Key responsibilities include:

• Investment Strategy Development & Bespoke Portfolio Management: Leveraging insights from the Firm’s Central Research Team and Asset Class teams to design multi-asset class portfolio for clients, subject to client-specific constraints including (but not limited to) risk budget, liquidity and spending needs.
• Client-Facing Responsibilities: Investment Principals are key day-to-day contacts for clients, across regular portfolio review meetings and ongoing portfolio dialogue. Maintaining open dialogue with clients and responding to ad-hoc requests related to, for example: external investment opportunities, charitable giving and/or estate planning.
• Meeting Preparation: Directing the agenda and supporting materials for client update meetings across portfolio, performance and market / macroeconomic topics. Leading meeting discussions and responding to client questions regarding investment strategy.
• Team Leadership & Development: Managing, developing and mentoring junior team members who will support the Investment Principal in their range of responsibilities.

• Deep understanding and active passion for investing and markets
• 8-12 years’ experience in a professional services role (e.g., management consulting, investment banking, or asset management). Experience in a related field (e.g., endowment / family office portfolio management, investment consultancy) is a plus
• Undergraduate degree with a strong track record of academic achievement. Advanced degree (e.g., MBA) or professional certification (e.g., CFA, CAIA) is a plus