Investment Solutions Strategist, VP

• Collaborate with OCIO and CAM Relationship Managers to address client strategic asset allocation issues
• Develop long-term, customized client strategic asset allocation plans
• Prepare and present client deliverables
• Communicate capital market outlook and tactical positioning
• Coordinate with operational support team to ensure accuracy of client reporting
• Meet with prospective clients as part of commercial activities

• Knowledge of and experience working with not-for-profit and planned giving clients
• Investment management or portfolio management experience within a multi-asset class framework
• Familiarity with asset allocation and stochastic modeling platforms
• Understanding of investment accounting principles, performance measurement, and attribution
• Highly organized, deadline-oriented, and attentive to detail
• Strong verbal, written, and presentation communication skills
• Ability to build and maintain professional relationships with internal and external stakeholders

Demonstrates expertise in developing customized client strategic asset allocation plans and investment management within a multi-asset class framework. Strong ability to communicate capital market outlook and build professional relationships with stakeholders.

• Investment Management Experience
• Portfolio Management Experience
• Asset Allocation Knowledge
• Stochastic Modeling Familiarity
• Strong Communication Skills

• Strategic Asset Allocation
• Investment Accounting Principles
• Performance Measurement
• Attribution Analysis
• Client Reporting Accuracy

• Highly Organized
• Deadline-Oriented
• Attention to Detail
• Relationship Building

• Not-For-Profit Clients
• Planned Giving Clients

• Stochastic Modeling Platforms