OCIO Business Unit Leader

About Prime Buchholz

Prime Buchholz LLC was established in 1988 and has grown to become a leading, completely independent investment consulting firm advising more than 260 institutional clients.  Headquartered in Portsmouth, NH—with offices in Boston and Atlanta—Prime Buchholz was one of the first investment consulting firms to develop in-depth expertise in alternative investments such as hedge funds, private equity, and real assets.

Our clients include educational endowments, private and public foundations, cultural and religious organizations, health care and insurance organizations, pension plans, and high net worth families. We work closely with our clients to create, implement, and monitor investment policies and asset allocation strategies intended to meet their unique investment goals.

The job

The primary responsibility of the OCIO Business Unit Leader (BUL) is to manage real-time operations of our OCIO client assets. The BUL will maximize resources (analyst and automated) to achieve client/CIO satisfaction, productivity, schedule adherence, and economic goals.  This high-profile position is integral to the success of the OCIO business model and requires a growth-oriented mindset.  The OCIO BUL will manage a team of professionals and work closely with all departments, including operations, compliance, research, consultants, information systems, and business development.

What you’ll do

• The OCIO Business Unit is responsible for all client-related activities and quality control of materials for approximately 50–80 client relationships
• Maintain OCIO investment analyst responsibilities for 1–3 strategic relationships
• Collaborate with the operations team, custodian bank(s), money managers, and performance analysts to ensure flawless trade execution and reporting
• Proactively develop oversight tools to allow CIOs and other OCIO team members to effectively monitor and manager OCIO client assets
• Conduct due diligence, and develop and maintain custody bank relationships for our OCIO client base;
• Interface with the director of client service (DCS) to coordinate scheduling and maximize schedule adherence; provide input on unit conditions, identify needs and receive direction on real-time staffing changes
• Provide positive leadership that sets standards and expectations for the unit and promotes employee engagement, teamwork, trust, ownership, excellence, and creativity

What you’ll bring

• Bachelor’s degree in finance or business related field; MBA/CFA/CIPM/CAIA preferred (or progress toward)
• 7–10 years total of investment industry experience focused on client service
• Performance measurement and operations experience (consulting or investment management) required
• Minimum of three years’ experience supervising, coaching, and developing staff
• Experience and knowledge related to the liquidity and trading operations for various financial instruments, including working with custodian banks for trade implementation
• Demonstrated expertise in helping clients align their portfolios with specific mission objectives (i.e., socially responsible investing; ESG; diversity, equity, and inclusion; impact investing, etc.)
• Advanced Excel skills (ability to generate custom models) and experience with other Microsoft Office products
• Must demonstrate commitment, dependability, and respect for other employees with regular attendance, punctuality, and adherence to agreed-upon schedule of availability
• Comfort in an environment that often requires independent research, unique problem solving, and precedent-setting decision-making

What we offer

We offer a comprehensive pay and benefits package including health, dental, life, and disability insurance, 401(k), profit sharing, paid parental leave, matching charitable contributions, tuition reimbursement, and generous paid time off including volunteer days.

For the safety of our employees and clients, Prime Buchholz has a vaccination policy in place.

Prime Buchholz is an equal opportunity employer and does not discriminate on the basis of race, color, gender, religion, age, sexual orientation, gender identity, gender expression, national or ethnic origin, disability, marital status, veteran status, or any other category protected by law.