Outsourced Chief Investment Office

vor 1 Woche

Zürich, Schweiz J.P. Morgan Vollzeit

The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations.

The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise to institutional clients around investment governance, investment policy, portfolio construction and alternative investments. As experienced investment professionals, they have extensive cross-asset class and market knowledge.

Job Summary:

As an Executive/Managing Director in the OCIO team, you will work closely with leadership to continue the long-term growth of the business. You will be expected to draw upon previous experiences building a business in new markets and lines of business to drive client acquisition and assets under management. You will also have extensive experience partnering with local Advisors to build relationships, pipeline, investment opportunities and asset growth.

A core part of the role will be serving as the dedicated OCIO portfolio manager for clients in EMEA, predominantly Switzerland and the Middle East. Responsibilities will include providing local family office and nonprofit clients with consultative, objective advice, along with highly customised investment solutions, to help them achieve their long-term return objectives. You will deliver the complete OCIO platform, including an open architecture manager platform and world-class alternatives access. You will also communicate market strategy and portfolio positioning on a regular basis to clients, including Principals, Family Office staff, Boards and Investment Committees.

You would be expected to have extensive experience working with institutional clients predominantly in Switzerland and the Middle East, and you will display a high level of professionalism and diligence in meeting client expectations.

Job Responsibilities:

  1. Continue the long-term growth strategy for OCIO in Switzerland and the Middle East
    • Responsibility for engaging with leadership to drive the continued long-term growth of the business
    • Establishing a regular cadence of business reviews to maximize engagement and establish shared priorities
  2. Drive new business development and regional expansion by:
    • Engaging with Advisors to articulate OCIO’s value proposition and educate them on the opportunity set
    • Driving new business through client events, campaigns, and roadshows
    • Participating in new business opportunities with Integrated Team Members and Senior Management
    • Executing sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
  3. Play a leading role in the investment dialogue with clients:
    • Responsibility for understanding a client's investment plan, goals and objectives to develop and implement a customised investment plan
    • Advise clients on establishing a holistic asset allocation policy and overall portfolio construction
    • Provide best practices on investment policy and investment governance
    • Execute investment solutions in client accounts in accordance with client plans. Such solutions include: Investment Management, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, Real Estate, among others.
    • Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
  4. Additionally:
    • Understands JPMorgan platform, solutions, investment philosophy
    • Interacts effectively with the various internal product partners, banking teams, risk and compliance, marketing, etc.
    • Provides guidance to junior staff

Required Qualifications, Capabilities and Skills:

  • Significant experience in OCIO or Investment Management
  • Team-oriented and collaborative approach to problem solving
  • CFA qualification preferred
  • Strong cross-asset class knowledge
  • German language skills
#J-18808-Ljbffr

  • Outsourced Chief Investment Office

    vor 1 Woche

    8027 Zürich, ZH, Schweiz JPMorganChase Vollzeit

    **JOB DESCRIPTION** The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise...

  • Outsourced Chief Investment Office

    vor 1 Woche

    Zürich, Schweiz JPMorgan Chase & Co. Vollzeit

    The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision.  They bring deep expertise to institutional...

  • Outsourced Chief Investment Office

    vor 2 Wochen

    Zürich, Schweiz JPMorganChase Vollzeit

    **JOB DESCRIPTION** The Outsourced Chief Investment Office (OCIO) team is a specialist group of portfolio managers providing highly customised investment advice and solutions for Family Offices, Endowments and Foundations. The OCIO team has been serving clients for nearly 15 years with over $90 billion in assets under supervision. They bring deep expertise...

  • Chief Operating Officer

    vor 1 Woche

    Zürich, Schweiz Robert Walters Vollzeit

    Salary: confidentialExciting opportunity for a Chief Operating Officer in a multi-family office!About the Firm:Our client is an esteemed multi-family office with an established record. We are seeking a Chief Operating Officer with an alternatives background.About the job:Oversee daily operations to ensure efficiency and effectiveness across all...

  • Portfolio Manager

    Vor 6 Tagen

    Zürich, Schweiz LINVO AG - Life Investment Office Vollzeit

    We are seeking an experienced Senior Investment Advisor & Analyst with a proactive, goal-oriented personality and a readiness to take on responsibility. As part of our professional team, you’ll play a key role in delivering customized investment solutions that support clients in achieving their long-term financial objectives. This role also includes the...

  • Chief Executive Officer

    Vor 4 Tagen

    Zürich, Schweiz Hodan Associates Vollzeit

    Get AI-powered advice on this job and more exclusive features.Direct message the job poster from Hodan AssociatesFounder - ETF, Asset Management, Index, Recruitment, Executive Search & Freelance - Coverage, UK & Europe, Middle East, Asia.Company DescriptionHodan Associates is a boutique executive search and selection company based in London. Our team...

  • Chief Operations Officer

    Vor 4 Tagen

    Zürich, Schweiz TN Switzerland Vollzeit

    Unsere Mandantin ist eine junge, dynamische Start-up-Unternehmung in der Region Winterthur. Hervorragende Produkte, Flexibilität und Innovation sichern ihr sehr gute Aussichten am Markt. Sie entwickelt und produziert Linearantriebssysteme für die Automatisierungsindustrie. Im Auftrag der Geschäftsleitung suchen wir eine kompetente...

  • CEO - Investment Bank - Ethiopia

    vor 1 Woche

    Zürich, Schweiz Michael Page - Switzerland Vollzeit

    About Our ClientAs the Chief Executive Officer, you will lead the establishment and development of this ambitious Investment Bank. Reporting to the Board, you will define the bank's strategic direction, ensure compliance with regulatory frameworks, and build a team of high-performing professionals to drive sustainable growth and innovation.Job DescriptionAs...

  • Investment Analyst, Family Office

    Vor 2 Tagen

    Zürich, Schweiz AP Executive Vollzeit

    A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.As the investment...

  • Investment Analyst, Family Office

    Vor 5 Tagen

    Zürich, Schweiz AP Group Ltd Vollzeit

    A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.As the investment...

  • Investment Analyst, Family Office

    Vor 4 Tagen

    Zürich, Schweiz AP Group Ltd Vollzeit

    A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a variety of investment products and helping to ensure the seamless operations of a portfolio belonging to an UHNW individual.As the investment...

  • Chief Information Security Officer

    vor 1 Tag

    Zürich oder Burgdorf, Schweiz Consult & Pepper AG Vollzeit

    Die Aebi Schmidt Group ist eine international renommierte Unternehmensgruppe mit weltweit rund 3‘000 Mitarbeitenden in 16 Ländern. Sie entwickelt, produziert und vertreibt Lösungen für Strassen- und Flächenreinigung sowie Winterdienst. Als Partner für Gemeinden, Strassenbetreiber, Flughäfen und Unternehmen steht Aebi Schmidt für Qualität,...

  • Chief Information Security Officer

    Vor 7 Tagen

    Zürich oder Burgdorf, Schweiz Consult & Pepper AG Vollzeit

    Die Aebi Schmidt Group ist eine international renommierte Unternehmensgruppe mit weltweit rund 3‘000 Mitarbeitenden in 16 Ländern. Sie entwickelt, produziert und vertreibt Lösungen für Strassen- und Flächenreinigung sowie Winterdienst. Als Partner für Gemeinden, Strassenbetreiber, Flughäfen und Unternehmen steht Aebi Schmidt für Qualität,...

  • Chief Commercial Officer mit Fundraising Erfahrung

    vor 1 Woche

    Zürich, Schweiz NWS Executive Search AG Vollzeit

    Chief Commercial Officer mit Fundraising Erfahrung (a)Mit Empathie, Führungsstärke und unternehmerischer Exzellenz zum Erfolg: Chief Commercial Officer (CCO) gesucht!Unsere Mandantin ist ein führendes Unternehmen, das gemeinnützige Organisationen seit über 25 Jahren bei der nachhaltigen Mittelbeschaffung unterstützt. Über 100 Mitarbeitende setzen sich...

  • Chief Operations Officer

    Vor 5 Tagen

    Zürich, Zürich, Schweiz Vontobel Beteiligungen AG Vollzeit

    Company OverviewVontobel Beteiligungen AG is a leading global investment house that offers a wide range of financial services to its clients. Our company is known for its expertise and commitment to providing exceptional support to our clients.

  • Investment Analyst, Family Office

    vor 2 Stunden

    Zürich, Schweiz TN Switzerland Vollzeit

    Client:AP Group LtdLocation:ZurichJob Category:FinanceJob Reference:8ec9a61b5e8aJob Views:5Posted:26.01.2025Expiry Date:12.03.2025Job Description:A prestigious single family office based in Zurich is looking to hire a strategic and experienced investment analyst. This is a unique opportunity to support the investment management processes by focusing on a...

  • Chief Legal Officer

    vor 1 Woche

    Zürich, Schweiz dormakaba International Holding AG Vollzeit

    We are at the heart of every place that matters. As a leading global provider in the access solutions market for schools, banks, airports, hospitals, hotels, and many more, we enable seamless movement within secure, safe, and sustainable places. Our work is IMPORTANT. YOU are important. We provide our people with the tools to shape their careers for growth....

  • Chief Information Security Officer

    Vor 6 Tagen

    Zürich, Schweiz IT Di-Visions AG Vollzeit

    Chief Information Security Officer (CISO)Location/place of work: Swiss Midlands or Romandie (French-speaking part of Switzerland)Purpose:Our client, a multinational organization, is embarking on an exciting journey to create exceptional value in Switzerland and international markets. By combining expertise in advanced technologies, innovative commercial...

  • Chief Information Security Officer

    Vor 7 Tagen

    Zürich, Schweiz Consult & Pepper AG Vollzeit

    Die Aebi Schmidt Group ist eine international renommierte Unternehmensgruppe mit weltweit rund 3‘000 Mitarbeitenden in 16 Ländern. Sie entwickelt, produziert und vertreibt Lösungen für Strassen- und Flächenreinigung sowie Winterdienst. Als Partner für Gemeinden, Strassenbetreiber, Flughäfen und Unternehmen steht Aebi Schmidt für Qualität,...

  • Chief Information Security Officer

    Vor 7 Tagen

    Zürich, Schweiz Consult & Pepper AG Vollzeit

    Die Aebi Schmidt Group ist eine international renommierte Unternehmensgruppe mit weltweit rund 3‘000 Mitarbeitenden in 16 Ländern. Sie entwickelt, produziert und vertreibt Lösungen für Strassen- und Flächenreinigung sowie Winterdienst. Als Partner für Gemeinden, Strassenbetreiber, Flughäfen und Unternehmen steht Aebi Schmidt für Qualität,...