The Outsourced Chief Investment Officer (OCIO) role supports all aspects of investment programs for clients including Portfolio Construction, Manager Selection, Client reporting, Trading and monitoring
Job Summary
The Outsourced Chief Investment Officer (OCIO) role supports all aspects of investment programs for clients including Portfolio Construction, Manager Selection, Client reporting, Trading and monitoring.
This role involves working closely with Sr.CIOs in the Management and Administration of Client Investment Programs, providing Client Servicing support, understanding Investment objectives and developing solutions aligned to client goals.
Northern Trust is a Fortune 500 company, a globally recognized financial institution committed to providing innovative financial services and guidance to the world’s most successful individuals, families, and institutions.
Matching Summary
The Outsourced Chief Investment Officer (OCIO) role supports all aspects of investment programs for clients including Portfolio Construction, Manager Selection, Client reporting, Trading and monitoring.
Skills & Requirements
Must-have
Portfolio Construction
Manager Selection
Client Reporting
Trading and Monitoring
Investment Policy Statements (IPS)
Strategic Asset Allocation (SAA)
Tactical Asset Allocation (TAA)
Nice-to-have
Innovative thinking
Thought leadership
Business owner mindset
Self-starter
Flexibility and collaboration
Key Requirements
24 months as Associate
9-13 years of relevant experience
Bachelor’s Degree required
CFA/CAIA/CIPM is a plus
Asset Management experience preferably in the Multi-Asset business is a plus