Consultant/OCIO/Discretionary
The discretionary manager is searching for an investment associate to primarily handle the input and management of data and financial tools used to calculate return, risk and investment performance for client portfolios.
The plan will look to hire a new consultant at a meeting later this week following a search launched due to the contract expiration of its incumbent.
The plan opted to retain its investment consultant following a search.
City is seeking a firm to provide discretionary investment advisor services on behalf of its $290 million in assets.
The plan first hired its incumbent general investment consultant in 2008.
Survey finds that outsourced cio support can be crucial in helping institutions achieve their ESG goals.
The plan last retained its general investment consultant in 2017 and has worked with its incumbent record keeper for 10 years.
The plan rehired its investment consultant after initiating a search last quarter.
She has joined a nuclear power company as v.p. of investment strategy.
The firm added two new nonprofit organizations as clients in the first half of the year.