Responsibilities
The successful candidate would be a member of the Lead Portfolio Management (LPM) Team within Multi-Asset Solutions (MAS), working with US nonprofit clients, with a particular focus on nonprofit healthcare clients.
The candidate would be responsible for leading the design, management, andmunication of multi-asset class whole-of-wallet portfolios for existing clients, and for identifying and securing new client relationships .
This role is client-facing and highly analytical , responsible for developing, overseeing, managing andmunicating bespoke asset allocations for clients.
This role is involved in all stages of the business development process.
Core responsibilities include :
- Advise clients and oversee implementation of strategic and implementation issues, such as enterprise risk management, asset allocation, investment manager / vehicle selection and oversight, risk / performance management and evaluation, and research on investment management strategies
- Lead day-to-day portfolio management for clients , including enterprise risk management analysis, strategic asset allocation analysis, portfolio construction optimization, and custom cash-flow and asset-liability matching analysis
- Liaise and work closely with the OCIO Solutions sales team and RFP team on new business opportunities
- Drive content development including client presentation books ( such as Investmentmittee reviews), prospect books, request for proposals, and other investment-related analyses
- In coordination with dedicated client relationship coverage, client management including presenting results and ideas to Investmentmittee reviews, addressing client investment needs, proposing new strategies aimed at enhancing portfolio characteristics
Other required skills / experience :
- 10 + years of relevant experience in the asset management industry with investment responsibilities, and either covering or working directly for nonprofit entities
- Bachelor's degree or equivalent in Mathematics, Economics, Finance, or related quantitative field a plus
- Experience in the business development process
- Experience leading client discussions, with excellent verbal and writtenmunication skills
- Experience in constructing multi-asset portfolios
- Experience leading and multi-tasking across internal and external projects in a fast-paced environment
- Detail-oriented and meticulous, with strong quantitative and analytical skills
- Strongmunication skills , collaborative, creative, and good problem-solving abilities
- Strong understanding of portfolio investment metrics and characteristics (including that of multi-asset and liability-hedging portfolios)
- Expert in Excel and PowerPoint, including creating and providing detailed review of bespoke data analysis and presentations
- CFA designation a plus
Job ID 300008153266563
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