OCIO Investment Advisor II: Strategic Portfolio Partner

Knights of Columbus; Boston (MA); On-site; USD 121,000 - 205,000; Full time

Benefits offered by this job

13 paid holidays per year

401(k) matching

Tuition reimbursement

Health insurance

Job summary

Knights of Columbus is seeking an Investment Advisor II to support outsourced CIO client programs, including portfolio implementation, asset allocation monitoring, and client planning. You will liaise with portfolio management, client service, operations, and business development to deliver tailored investment solutions.

The role emphasizes strong communication, macroeconomic insight, and rigorous analysis, with opportunities to contribute to client reports and meeting preparation.

Qualifications

• Strong written communications with client presentation experience.
• Able to explain investment concepts to diverse audiences.
• Knowledge of portfolio construction and capital markets expectations.
• Experience evaluating portfolio performance and risk metrics.
• Ability to articulate investment views based on macroeconomic context.
• Experience with performance reporting and data visualization tools.

Responsibilities

• Support OCIO Lead in implementing client investment programs and coordinate with portfolio managers.
• Monitor client asset allocations against targets and rebalance as needed.
• Assist in developing client investment strategies with capital market assumptions and risk tolerance.
• Draft and update client investment policy statements as needed.
• Prepare quarterly investment reports and client presentations.
• Support Sales & Business Development with RFP responses and data gathering.
• Participate in client investment meetings and cross-functional projects.
• Analyze portfolio performance, attribution, and risk relative to objectives.

Skills

Written communication

Verbal presentation

Portfolio construction

Asset allocation theory

Analytical skills

Macro environment knowledge

Bloomberg / Excel

Education

BA/BS degree

3-7 years experience

CFA candidate or credential

Tools

Bloomberg

Excel

Job description

Knights of Columbus is seeking an Investment Advisor II to support outsourced CIO client programs, including portfolio implementation, asset allocation monitoring, and client planning. You will liaise with portfolio management, client service, operations, and business development to deliver tailored investment solutions.

The role emphasizes strong communication, macroeconomic insight, and rigorous analysis, with opportunities to contribute to client reports and meeting preparation.