- 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
- JPMorgan Chase (New York, NY)
- …of business and control partners. **Job Responsibilities** + Lead compliance contact to the Outsourced Chief Investment Office (OCIO) team providing ... and testing, and training. Additionally, you will need a strong knowledge of investment products including mutual funds, SMAs, ETFs, and hedge funds, and a solid… 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