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OCIO Relationship Manager

Camas, WA, United States
ip Manage


Job Description


Placeholder notes from intake meeting

  • This position creates an OCIO (Outsourced Chief Investment Officer) function for FI
  • OCIO is focused on smaller institutional investors (roughly below $500M or $100M …the floor is probably $10MM, although unknown today).
    • We are more interested in the smaller end of the market, which is underserved today.
  • Smaller institutional investors do not have a deep enough investment staff to effectively manage a portfolio, so they hire an OCIO firm to outside their responsibilities, such as:
    • Investment policy statement
    • Help with asset allocation
    • Hire/fire investment managers
    • Fiduciary to the portfolio
    • Reporting
  • We need help to create this solution offering at FI. We need an experienced candidate who knows what it takes to bring this solution to market.
    • Ex: we’ll likely offer a simplified portfolio (of equity and fixed income …vs. a wealth of alternative investments), however, we’ll look to their expertise/guidance to define.
    • They will help define our capabilities
    • We may need them to design and build the function before we can really bring this product to market

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