13 часов назад
Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA)
189 290 - 331 200$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Portfolio Advisor II, Foundations & Institutional Advisors (FIA) (Institutional Investment Management): Leading discretionary OCIO relationships and developing customized investment strategies and asset allocations for foundations, endowments, healthcare organizations, and associations with an accent on portfolio construction, monitoring, and client advisory. Focus on coordinating multidisciplinary teams, delivering performance and benchmarking analyses, conducting manager due diligence, and supporting institutional business development.
Location: San Francisco, CA, United States
Salary: $189,290–$331,200 USD base pay
Company
Global Fortune 500 financial institution providing investment management, financial services, and guidance to individuals, families, and institutions.
What you will do
- Lead discretionary OCIO relationships with foundations, endowments, healthcare organizations, associations, and select private enterprises.
- Partner with investment committees to develop and implement long-term investment strategies and customized asset allocations.
- Monitor and optimize client portfolios, including portfolios typically ranging from $10 million to $500 million.
- Lead discussions with investment committees, boards, and CFOs; deliver performance reviews, benchmarking analyses, and investment outlooks.
- Coordinate internal research, trading, equity, fixed-income, and multi-asset teams to execute tailored investment solutions.
- Support RFP responses, final presentations, and broader business development initiatives.
Requirements
- At least 10 years of investment management experience with direct client advisory responsibilities.
- Deep knowledge of institutional investment theory, portfolio construction, and current market strategies.
- Experience with asset allocation modeling and manager due diligence.
- Demonstrated consultative service experience with nonprofit, endowment, pension, or other institutional clients.
- Proven experience supporting or leading new business efforts and growth initiatives.
- CFA or CIMA is strongly preferred; an MBA or relevant graduate degree is a plus.
Culture & Benefits
- Flexible and collaborative work culture.
- Retirement benefits including 401(k) and pension.
- Medical, dental, vision, spending account, disability, life, and accident insurance benefits.
- Paid time off, parental and caregiver leave, and well-being benefits.
- Discretionary bonus program that may include an equity component.
- Internal mobility and access to senior leaders are encouraged.
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