Job Summary:

• Participate in the development of the Wealth Management annual budget.
• Participate in the master technology plan.
• Participate in the master compliance plan.
• Select appropriate investment research providers, which historically are proactive in security monitoring.
• Monitor the ongoing changes occurring within the Wealth Management industry.
• Collaborate on the structuring and implementation of annual revenue goals.
• Develops investment strategies based on the company’s philosophy and client objectives.
• Develop & manage the investment process and procedures.
• Develop and manage key fund management performance metrics, tracking and real-time reporting.
• Ensure investment compliance with all regulatory agencies

Skills on Resume: 

• Budget Development (Hard Skills)
• Technology Planning (Hard Skills)
• Compliance Management (Hard Skills)
• Investment Research (Hard Skills)
• Industry Monitoring (Hard Skills)
• Revenue Collaboration (Soft Skills)
• Strategy Development (Hard Skills)
• Performance Tracking (Hard Skills)

Job Summary:

• Proactively work with other Wealth Management team members to enhance customer relationships.
• Provide client consultation to develop investment objectives commensurate with the client’s acceptable levels of risk.
• Provide advice and guidance for investment opportunities to customers.
• Communicate with clients about accounts, market conditions and economic trends.
• Manage equity and bond portfolios with the aim of maximizing investment returns
• Coach and mentor staff, determine appropriate staffing levels, ensure employee development and maintain a culture of positive employee relations in order to build a high-performing team.
• Partner with Private Bank Regional Directors to develop and hold Portfolio Managers accountable for success in Client Experience, growth, compliance and cross-line of business collaboration and community involvement.
• Partner with Private Bank Regional Directors to develop and evaluate relationship management, sales and service skills of team members through regular coaching sessions, joint calls, and team meetings.
• Set a people agenda to ensure we deliver on the purpose of being driven to enhance the lives of the communities we serve by consistently exceeding expectations.
• Participate in the Wealth Management Senior Management Committee and Trust Investment Committee.
• Actively participates in community activities.

Skills on Resume: 

• Client Consultation (Soft Skills)
• Investment Advising (Hard Skills)
• Portfolio Management (Hard Skills)
• Team Coaching (Soft Skills)
• Relationship Building (Soft Skills)
• Performance Accountability (Soft Skills)
• Community Involvement (Soft Skills)
• Communication Skills (Soft Skills)

Job Summary:

• Analyze current economic conditions and investment markets to drive the firm’s investment positioning and strategy
• Responsible for performance (alpha generation) of the firm’s investment strategies
• Manage a team of portfolio managers, research analysts, and traders
• Support the sales team with significant prospect opportunities
• Support portfolio managers with significant clients
• Identifying and recommending new investment strategies, product offerings through both internal and external solutions
• Lead quarterly investment webinars, create or edit written investment communication via web and social media
• Develop and maintain relationships with financial journalists for print, online, radio, and TV publications
• Develop and maintain the firm’s investment policies and processes
• Serve on the Officer’s Trust and Investment Committee

Skills on Resume: 

• Economic Analysis (Hard Skills)
• Performance Management (Hard Skills)
• Team Leadership (Soft Skills)
• Sales Support (Soft Skills)
• Strategy Development (Hard Skills)
• Communication Skills (Soft Skills)
• Relationship Building (Soft Skills)
• Policy Development (Hard Skills)

Job Summary:

• Support the CEO in all investment matters
• Acting as an ambassador for The Big Issue Invest
• Maintain and improve awareness of The Big Issue's work
• Responsibility for implementing and executing investment strategies to manage the Group’s assets at the global and local level
• Tailor the portfolio of the company’s investments in order to create a desirable balance between risks and returns
• Responsible for the life cycle of the Group investment portfolio
• Implement best execution practices for market transactions as well as for the market internalization, when applicable
• Manage teams that work with market professionals in order to structure and negotiate investment-related transactions

Skills on Resume: 

• Investment Support (Soft Skills)
• Brand Ambassadorship (Soft Skills)
• Strategic Direction (Soft Skills)
• Awareness Building (Soft Skills)
• Asset Management (Hard Skills)
• Portfolio Tailoring (Hard Skills)
• Transaction Execution (Hard Skills)
• Team Management (Soft Skills)

Job Summary:

• Serve as primary interface for external advisors, including financial advisors, banking, insurance, legal and tax professionals
• Deliver a broad spectrum of investment services to family, involving individual, LLC, trust and foundation entities, and develop comprehensive strategies for managing personal and trust assets
• Manage and track tax returns of all countries with tax consultants
• Track and report on the performance of all investments, investment portfolios, and related legal compliances
• Evaluate and implement, as appropriate, common investment vehicles and alternative investment opportunities
• Provide strategic direction for individual, group and trust investment activity, including long-range investment plans
• Provide comprehensive, real-time consolidated reports on a timely basis, provide ongoing monitoring and management of regular events and implications for Family Office (e.g., capital call monitoring, GRAT tracking, interest tracing), and monthly custom reporting (e.g., cash flow, balance sheets, tax projections, etc.)
• Prepare ad hoc analyses with detailed assumptions to forecast future liquidity needs. 
• Oversee the origination and execution of project financing deals in emerging markets.
• Regularly interact with industry professionals and advisors as well as attend events to generate investment opportunities for the business.

Skills on Resume: 

• Advisor Liaison (Soft Skills)
• Investment Management (Hard Skills)
• Tax Tracking (Hard Skills)
• Performance Reporting (Hard Skills)
• Strategy Formulation (Hard Skills)
• Financial Reporting (Hard Skills)
• Liquidity Forecasting (Hard Skills)
• Networking (Soft Skills)

Job Summary:

• Head a team (1 to 2 investment analysts) to manage the portfolio of financial assets (stocks, bonds and funds) of the group.
• Develop long-term strategy and asset allocation for the financial assets' portfolio aligned with the overall investment strategy of the group, and set investment goals for asset value, growth and income level.
• Conduct analysis (with the support of investment analysts) to determine optimal financial portfolio for a certain risk profile by using financial models to analyze key metrics (future earnings, dividends, price-to-earnings ratios, etc.) and by analyzing the performance of asset managers across asset classes.
• Present financial investment opportunities and related thesis/analysis to management on a need basis.
• Monitor the performance of the financial portfolio and asset managers and take corrective actions to improve portfolio performance.
• Develop and maintain relationships with asset & fund managers, financial institutions, and brokers.
• Engage in regular research to stay apprised about the state of the local and global economy and global financial markets.
• Maintain current knowledge about financial products available to corporate clients, including bonds, stocks, securities, trusts and funds.
• Oversee the completion of financial transactions and maintain records and documentation related to investments and transactions.
• Ensure that investment activities adhere to financial industry regulations and best practices and conduct regular audits to prevent fraud.

Skills on Resume: 

• Team Leadership (Soft Skills)
• Strategy Development (Hard Skills)
• Financial Analysis (Hard Skills)
• Presentation (Soft Skills)
• Performance Monitoring (Hard Skills)
• Relationship Management (Soft Skills)
• Market Research (Hard Skills)
• Regulatory Compliance (Hard Skills)

Job Summary:

• Manage LIHTC multi-investor and single-investor equity funds, including marketing, closing, and investor relationship management.
• Develop marketing materials and strategies to attract investors and raise capital subscriptions annually.
• Diversify the investor base and identify cross-selling opportunities with OCFC products.
• Collaborate with investment and asset management teams to monitor progress towards goals and provide timely reports to investors.
• Contribute to company-wide product development initiatives.
• Lead competitive proposals for government and philanthropic capital
• Serve as an ambassador for OCCH to raise the organization's profile among potential investors and sponsors.
• Oversee multi-investor and proprietary fund models, including pricing and deal closing processes.
• Monitor the LIHTC marketplace for competitive positioning and investor appetite
• Provide leadership and oversight to underwriters evaluating and structuring real estate equity and tax credit investments.
• Measure risks and mitigants associated with investment projects.
• Provide direction, coaching, and talent management for Fund Management, Underwriting, and Investment teams.
• Attend board meetings and report on investor relations and new investor procurement while actively contributing to the overall company strategy.

Skills on Resume: 

• Fund Management (Hard Skills)
• Marketing Strategy (Hard Skills)
• Investor Relations (Soft Skills)
• Team Collaboration (Soft Skills)
• Proposal Leadership (Soft Skills)
• Risk Assessment (Hard Skills)
• Talent Management (Soft Skills)
• Strategic Reporting (Hard Skills)

Job Summary:

• Develop an incubation strategy, plan, and budget for beta prototypes plus additional inventory
• Manage product development in conjunction with The Trio’s development partner, LaBelle Labs.
• Finalize and manage any needed regulatory approvals
• Refine the company's business model through the development of marketing strategies and sales networks
• Develop the company’s supply chain, deliver first inventory of product, and launch a custom software platform
• Gather pre-orders for the Beta prototype, pending successful demonstration
• Maintain full P&L responsibility
• Attract and retain the incubation team
• Mentor junior team members to effectively validate prototypes, gather feedback and establish customer pipeline
• Cultivate a high-performing, agile, collaborative and solid metrics-driven company culture and brand
• Establish milestones driving the incubation team’s day-to-day activities

Skills on Resume: 

• Strategy Development (Hard Skills)
• Product Management (Hard Skills)
• Regulatory Approval (Hard Skills)
• Marketing Strategy (Hard Skills)
• Supply Chain (Hard Skills)
• Team Leadership (Soft Skills)
• Mentoring Skills (Soft Skills)
• Culture Cultivation (Soft Skills)

Job Summary:

• Serve as chief spokesperson and manage public communications
• Establish and manage key strategic partnerships and relationships
• Engage and manage advisors and advisory board(s)
• Prepare funding/ offering documents
• Support investor acquisition and lead investor relations
• Collaborate with BOD to identify the acceleration stage CEO and support the management transition
• Continue to lead improvements in the group's investment decision-making process.
• Sit on the Credit Committee of the fund along with other committees.
• Regularly present and report to the Senior Management Board.
• Provide training to junior members of the team on origination and execution

Skills on Resume: 

• Public Speaking (Soft Skills)
• Partnership Management (Soft Skills)
• Advisor Engagement (Soft Skills)
• Document Preparation (Hard Skills)
• Investor Relations (Soft Skills)
• Leadership Transition (Soft Skills)
• Decision Making (Soft Skills)
• Team Training (Soft Skills)

Job Summary:

• Analyze, prioritize, and lead due diligence on collective deal flow
• Lead underwriting and due diligence activities
• Manage the internal investment team that will be assembled based on growth
• Create and manage a collaborative process to evaluate investment opportunities
• Originate, analyze, finance, execute and manage investments
• Brief all parties on proposed investments
• Creatively structure and underwrite special situation private equity and M&A opportunities
• Manage and support portfolio companies by facilitating strategic partnerships and adding value from the ecosystem
• Sit on the Senior Management Committee alongside the CEO, COO and CRO to set the strategic focus for the organisation.
• Take full responsibility for developing and implementing the group's investment strategy.

Skills on Resume: 

• Due Diligence (Hard Skills)
• Underwriting Expertise (Hard Skills)
• Team Management (Soft Skills)
• Collaborative Evaluation (Soft Skills)
• Investment Execution (Hard Skills)
• Presentation Skills (Soft Skills)
• Creative Structuring (Hard Skills)
• Strategic Leadership (Soft Skills)