OCIO Portfolio Manager

Glenmede; Philadelphia (Philadelphia County); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive health benefits

Superior 401k match

Tuition reimbursement

Generous paid time off

Job summary

Glenmede, headquartered in Philadelphia, is seeking an experienced Portfolio Manager to join their OCIO team. This role involves close collaboration with nonprofit institutions, foundations, and endowments to manage long-term investment programs. Ideal candidates will exhibit intellectual curiosity and strong advisory skills.

Applicants must hold a Bachelor's degree and have 7-10+ years of experience in institutional investing. The position allows for a hybrid work environment, blending office and remote work.

Glenmede offers competitive health benefits, a superior 401k match, and generous paid time off.

Qualifications

• Candidate must have 7-10+ years' experience in institutional investing, OCIO, or investment consulting.
• Ability to engage effectively with sophisticated investment committees is required.

Responsibilities

• Serve as a trusted advisor to institutional clients.
• Lead design and ongoing oversight of multi-asset portfolios.
• Participate actively in team-based investment process.

Skills

Institutional investing

Client advisory skills

Portfolio management

Asset allocation

Risk assessment

Education

Bachelor’s degree

Advanced degree or CFA/CAIA (preferred)

Job description

Overview

We believe effective OCIO partnerships are rooted in alignment, transparency, and shared purpose. Our work is grounded in a long-term perspective, a disciplined investment process, and a commitment to helping clients fulfill their missions.

This position will operate in a hybrid work environment, 3 days per week in the office, ideally in Philadelphia, PA but are open to all office locations.

We are seeking an experienced Portfolio Manager to join our OCIO team, working closely with nonprofit institutions, endowments, and foundations to steward long-term investment programs. This role is suited for an individual who brings intellectual curiosity, humility, and a commitment to continuous improvement. The successful candidate will be a collaborative partner— to clients and colleagues alike— capable of navigating complex investment decisions within thoughtful governance structures.

Responsibilities

• Client Partnership & Advisory: Serve as a trusted advisor to institutional clients, building durable relationships grounded in transparency, responsiveness, and sound judgment.
• Engage directly with investment committees and boards, presenting recommendations and facilitating thoughtful discussion around strategy, risk, and trade-offs.
• Support clients in aligning investment programs with mission, spending needs, and long-term objectives.
• Contribute to the development and refinement of investment policy frameworks and governance practices.
• Portfolio Management & Investment Thinking: Lead the design and ongoing oversight of multi-asset portfolios, incorporating both public and private investments.
• Develop and implement asset allocation strategies that reflect client objectives, risk tolerance, and liquidity needs.
• Participate in manager research, selection, and monitoring, drawing on both internal insights and external partnerships.
• Continuously evaluate portfolio positioning in light of evolving market conditions and long-term capital market perspectives.
• Contribute to portfolio construction, implementation, rebalancing, liquidity management, performance analysis, and reporting.
• Collaborate closely with internal teams to ensure consistency and quality of execution across client portfolios.
• Team & Firm Contribution: Participate actively in a team-based investment process, contribute perspective while remaining open to challenge and refinement.
• Mentor junior colleagues and contribute to a culture of learning, curiosity, and shared accountability.
• Support broader firm initiatives, including thought leadership and client development efforts, as appropriate.

Required Qualifications

• Bachelor’s degree required
• 7-10+ years’ experience in institutional investing, OCIO, or investment consulting

Preferred Qualifications

• Demonstrated ability to engage effectively with sophisticated investment committees and fiduciaries
• Strong grounding in asset allocation, portfolio construction, and manager evaluation, including alternatives
• Advanced degree and/or CFA/CAIA preferred

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Benefits Overview

• Competitive health and welfare benefits, including company HSA contributions
• Numerous voluntary benefit choices available
• Superior 401k match
• Tuition reimbursement
• Company subsidized commuter benefits
• Generous paid time off, including parental leave
• Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede.