- JPMorgan Chase (New York, NY)
- …you want to go and leaders who will support you in getting there. **J.P. Morgan Outsourced Chief Investment Office ("OCIO team")** The OCIO team is ... on a regular basis to clients, including Principals, Family Office staff, Boards, and Investment Committees. The...including Principals, Family Office staff, Boards, and Investment Committees. The candidate is expected to have extensive… more
- Morgan Stanley (Purchase, NY)
- …clients in partnership with Financial Advisors, Morgan Stanley Family Office ("MSFO"), Outsourced Chief Investment Office ("OCIO"), Morgan Stanley ... a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. Morgan… more
- Principal Financial Group (New York, NY)
- …and accurate reports to our clients! + Lead the monthly/quarterly production of OCIO ( Outsourced Chief Investment Officer) client reports in automated client ... Client Reporting. Asset Management is preferred. + Strong knowledge of Microsoft Office , PDF and Excel Skills. + Understanding of database structures, experience… more