Strategic Portfolio Architect - OCIO Leader

NEPC, LLC; Boston (MA); Híbrido; USD 130.000 - 200.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Hybrid work offering

Full benefits program

Descripción de la vacante

NEPC, LLC is seeking a Sr. Director of Portfolio Strategy to join its OCIO team in Boston. The role entails discretionary portfolio management, asset allocation, manager implementation, and client-facing strategy for institutional and private wealth clients.

The incumbent will collaborate with NEPC’s Investment Research team to develop, monitor, and communicate investment decisions, serving as a trusted partner to consultants, clients, and managers across various client types and platforms.

Formación

• 10+ years of investment-related experience with portfolio oversight.
• Advanced degree and/or CFA/CAIA designation strongly preferred.
• Strong knowledge of financial markets, asset allocation, and risk management.

Responsabilidades

• Oversee discretionary portfolios and asset allocation.
• Lead portfolio construction, manager selection and implementation.
• Manage cash, rebalancing, and risk management; support client relationships.

Conocimientos

Portfolio management

Asset allocation

Manager research

Discretionary oversight

Financial modeling

Excel

PowerPoint

AI in portfolio analysis

Educación

Bachelor's degree

CFA/CAIA candidacy

Herramientas

FactSet

Bloomberg

eVestment

Backstop

Descripción del empleo

NEPC, LLC is seeking a Sr. Director of Portfolio Strategy to join its OCIO team in Boston. The role entails discretionary portfolio management, asset allocation, manager implementation, and client-facing strategy for institutional and private wealth clients.

The incumbent will collaborate with NEPC’s Investment Research team to develop, monitor, and communicate investment decisions, serving as a trusted partner to consultants, clients, and managers across various client types and platforms.