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The Portfolio Analyst will support the OCIO team with reporting, analytics, project management, and collaboration across teams to solve operational challenges.

Manage client onboarding, address inquiries, coordinate investment and trust activities, and build relationships with clients and advisors.

The OCIO Portfolio Manager will manage multi-asset class portfolios, advise clients, and drive investment strategy while mentoring junior staff.

Manage all administrative and client services for high net worth families, ensuring effective communication and handling sensitive fiduciary matters. Responsibilities include account management, resolution of inquiries, and collaboration with external advisors.