OCIO Portfolio Manager

Glenmede

$120K — $150K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree required
  • 7-10+ years' experience in institutional investing, OCIO, or investment consulting
  • Demonstrated ability to engage with sophisticated investment committees
  • Strong grounding in asset allocation and portfolio construction
  • Advanced degree and/or CFA/CAIA preferred

Responsibilities

  • Serve as a trusted advisor to institutional clients, building strong relationships
  • Engage with investment committees and boards to facilitate strategic discussions
  • Support clients in aligning investment strategies with their missions
  • Lead the design and oversight of multi-asset portfolios
  • Develop asset allocation strategies based on client objectives and risk
  • Participate in manager research and selection
  • Mentor junior colleagues and contribute to a culture of learning

Benefits

  • Competitive health and welfare benefits, including company HSA contributions
  • Numerous voluntary benefit choices available
  • Superior 401k match
  • Tuition reimbursement
  • Company subsidized commuter benefits
  • Generous paid time off, including parental leave
Full Job Description
This position will operate in a hybrid work environment, 3 days per week in the office, ideally in Philadelphia, PA but are open to all office locations.

OVERVIEW:

We believe effective OCIO partnerships are rooted in alignment, transparency, and shared purpose. Our work is grounded in a long-term perspective, a disciplined investment process, and a commitment to helping clients fulfill their missions.

We are seeking an experienced Portfolio Manager to join our OCIO team, working closely with nonprofit institutions, endowments, and foundations to steward long-term investment programs. This role is suited for an individual who brings intellectual curiosity, humility, and a commitment to continuous improvement.

The successful candidate will be a collaborative partner- to clients and colleagues alike-capable of navigating complex investment decisions within thoughtful governance structures.

RESPONSIBILITIES:

Client Partnership & Advisory.
  • Serve as a trusted advisor to institutional clients, building durable relationships grounded in transparency, responsiveness, and sound judgment
  • Engage directly with investment committees and boards, presenting recommendations and facilitating thoughtful discussion around strategy, risk, and trade-offs
  • Support clients in aligning investment programs with mission, spending needs, and long-term objectives
  • Contribute to the development and refinement of investment policy frameworks and governance practices

Portfolio Management & Investment Thinking.
  • Lead the design and ongoing oversight of multi-asset portfolios, incorporating both public and private investments
  • Develop and implement asset allocation strategies that reflect client objectives, risk tolerance, and liquidity needs
  • Participate in manager research, selection, and monitoring, drawing on both internal insights and external partnerships
  • Continuously evaluate portfolio positioning in light of evolving market conditions and long-term capital market perspectives
  • Contribute to portfolio construction, implementation, rebalancing, liquidity management, performance analysis, and reporting
  • Collaborate closely with internal teams to ensure consistency and quality of execution across client portfolios

Team & Firm Contribution.
  • Participate actively in a team-based investment process, contributing perspective while remaining open to challenge and refinement
  • Mentor junior colleagues and contribute to a culture of learning, curiosity, and shared accountability
  • Support broader firm initiatives, including thought leadership and client development efforts, as appropriate

REQUIRED QUALIFICATIONS:
  • Bachelor's degree required
  • 7-10+ years' experience in institutional investing, OCIO, or investment consulting


PREFERRED QUALIFICATIONS:
  • Demonstrated ability to engage effectively with sophisticated investment committees and fiduciaries
  • Strong grounding in asset allocation, portfolio construction, and manager evaluation, including alternatives
  • Advanced degree and/or CFA/CAIA preferred

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

#LI-Hybrid

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