The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations.

The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision.  They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction and alternative investments.  As experienced investment professionals, they have extensive cross-asset class and market knowledge.

Job Summary:

As an Executive/managing Director in the OCIO team, you will work closely with leadership to continue the long-term growth of the business.  You will be expected to draw upon previous experiences building a business in new markets and lines of business to drive client acquisition and assets under management.   You will also have extensive experience partnering with local Advisors to build relationships, pipeline, investment opportunities and asset growth.

A core part of the role will be serving as the dedicated OCIO portfolio manager for clients in EMEA, predominantly Switzerland and the Middle East.  Responsibilities will include providing local family office and nonprofit clients with consultative, objective advice, along with highly customised investment solutions, to help them achieve their long-term return objectives. You will deliver the complete OCIO platform, including an open architecture manager platform and world-class alternatives access. You will also communicate market strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards and Investment Committees.

You would be expected to have extensive experience working with institutional clients predominantly in Switzerland and Middle East, and you will display a high level of professionalism and diligence in meeting client expectations.

Job Responsibilities:

Continue the long-term growth strategy for OCIO in Switzerland and the Middle East  Responsibility for engaging with leadership to drive the continued long-term growth of the business Establishing a regular cadence of business reviews to maximize engagement and establish shared priorities Drive new business development and regional expansion by:   Engaging with Advisors to articulate OCIO’s value proposition and educate them on the opportunity set Driving new business through client events, campaigns, and roadshows Participating in new business opportunities with Integrated Team Members and Senior Management Executing sales management, including coordination of RFPs, pitches, road shows, campaigns,  proposals Play a leading role in the investment dialogue with clients:   Responsibility for understanding a client's investment plan, goals and objectives to develop and implement a customised investment plan  Advise clients on establishing an holistic asset allocation policy and overall portfolio construction  Provide best practices on investment policy and investment governance Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others. Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations          Additionally:  Understands JPMorgan platform, solutions, investment philosophy  Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc. Provides guidance to junior staff

Required Qualifications, Capabilities and Skills:

Significant experience in OCIO or Investment Management  Team-oriented and collaborative approach to problem solving CFA qualification preferred Strong cross-asset class knowledge