Description

• Assist the Director of Investments in managing client portfolios including updating models,
  researching tactical and strategic tilts, and choosing underlying managers.
• Take the lead in monitoring the firm’s public managers through both the firm’s OCIO research
  team and the analyst’s own due diligence and sourcing.
• Act as lead coverage and point of contact to public market managers, alongside Director of
  Investments, across all asset classes.
• Assist Director of Investments with trading either through analysis, updating and maintaining
  Black Diamond Rebalancer, or direct involvement.
• Responds to inquiries from clients, custodians, and internal departments to ensure timely
  effective processing of requests.
• Assist with underwriting tasks, data collection, and report preparation for client investment
  portfolios and potentially internally managed funds.
• Represent the company and accompany leadership to speaking events and industry functions as
  required.
• Maintain and organize documents related to the investments advisory function, ensuring
  documentation is organized, complete, and readily available.
• Compile reports from various systems, build presentations for client interactions, and distribute
  to appropriate stakeholders.
• Identify operational trends, root causes, workflow and system inefficiencies, and improvement
  opportunities.
• Build and maintain automated reports, dashboards, and data visualizations to in support of the
  investment advisory function in various software systems including Morningstar, Black Diamond,
  and Cobalt.
• Act as both lead and support for both routine and special projects, with a willingness to handle
  any task, big or small.
• This list of responsibilities may not be all-inclusive and can be expanded to include other duties
  or responsibilities as needed

Requirements

Successful candidates should possess the following skills and abilities:

• 4 to 7 years of relevant experience in manager due diligence and portfolio management.
  Bachelor’s degree in Finance, or a related field preferred.
• Progress towards, or current holder of, CFA and/or CAIA designations.
• Preference of strong proficiency with Charles Schwab’s system, Black Diamond, and Morningstar
  with the willingness to learn other software platforms if needed.
• Strong organizational skills with a detail-oriented approach and the ability to manage multiple
  priorities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• Excellent verbal and written communication skills, with a confident, professional demeanor.
• Ability to work independently while remaining a collaborative team player.
• Willingness to travel occasionally for events and project needs.