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.
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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:
- 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
- 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
- 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
- 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
- Significant experience in OCIO or Investment Management
- Team-oriented and collaborative approach to problem solving
- CFA qualification preferred
- Strong cross-asset class knowledge
- German language skills
ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world's most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.