JPMorgan Chase
U.S. Private Bank - Executive Director - Senior OCIO, Investment Specialist - Los Angeles, CA
$225K–$350K
Los Angeles, CA · Director · Full-time · Posted Aug 6, 2026
- Experience
- 8 or more years; no alternative stated.
- Education
- Bachelor’s degree required; advanced degree preferred.
About the job
Serves as a senior OCIO investment specialist, advising nonprofit clients on customized investment strategies while building client relationships and assets in the West Region.
What you'll do
- Develop and implement customized investment plans, asset allocations, and portfolio construction recommendations for clients.
- Lead client investment reviews and communicate market strategy, portfolio positioning, performance, and recommendations.
- Drive regional business development through advisor engagement, prospecting, events, RFPs, pitches, and proposals.
What they ask for
- 8 or more years of experience in OCIO, investment management, institutional portfolio management, private banking, institutional consulting, or a closely related investment role.
- Strong cross-asset class knowledge, including public markets, fixed income, alternatives, and liquidity management.
- Demonstrated ability to advise endowments, foundations, nonprofits, boards, investment committees, and other sophisticated clients.
- Series 7 and Series 66 licenses required; bachelor’s degree required.
Nice to have
- Advanced degree and/or a relevant professional designation such as CFA, CAIA, or CFP.
- Prior OCIO platform experience or Los Angeles/West Coast market knowledge.
Pay
$225,000.00-$350,000.00 USD base salary
Model-written summary · the original posting is authoritative