Leads discretionary OCIO portfolio management across institutional and private wealth clients. Oversees asset allocation, portfolio construction, manager selection, implementation, cash management, rebalancing, risk management, and client communications. Partners with investment research, consultants, clients, and managers; supports business development and leads initiatives improving investment decision-making and operational scalability. Requires extensive investment experience, private markets expertise, strong analytical and modeling abilities, and proficiency with investment platforms and data tools.

Manage onboarding and transition activities for OCIO clients, including account setup, investment manager and custodian coordination, documentation review, AML/KYC validation, recordkeeping, and issue escalation. The role manages multiple concurrent implementations, serves as a client and consulting-team contact, improves onboarding workflows, and contributes to special projects that increase scalability and efficiency.