Job Summary
The OCIO team has been serving clients for nearly 15 years with over $70 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 Responsibilities
- Establish a long-term strategy for OCIO in Asia
- Responsibility for engaging with senior leadership to establish a long-term growth plan
- Establishing a regular cadence of business reviews with senior leadership to maximize engagement and establish shared priorities
2. 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
3. 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 customized 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
4. 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
- Minimum of 15 years’ experience in OCIO or Investment Management
- Team-oriented and collaborative approach to problem solving
- Strong cross-asset class knowledge
Preferred Qualifications, Capabilities and Skills
- CFA qualification preferred