Bulge Bracket Investment Banks

Posted 12 days ago

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**Client Account Manager** oversees client relationships, ensuring satisfaction and driving growth. Key responsibilities include: - Strategic account planning and execution - Cross-selling and upselling services to maximize client value - Regular client communication, understanding needs, and fostering loyalty - Collaborating with internal teams to deliver tailored solutions - Providing insights and feedback to improve services and products - Required skills: Strong interpersonal skills, strategic thinking, sales acumen, and excellent communication. Proven experience (5+ years) in client account management or a related role within the tech industry.

Compensation: Not specified
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Full Job Description

The Risk and Liquidity Manager is a critical member of the House View and OCIO teams, responsible for overseeing investment risk and liquidity management across diversified, multi-asset class portfolios. The House View portfolios are the core offerings to wealth management clients, while the OCIO portfolios serve a sophisticated institutional client base, including endowments, foundations, retirement plans, and ultra-high-net-worth families. This role supports the firms risk governance framework, delivers actionable insights to portfolio team, and ensures investment strategies align with client objectives and risk tolerances. Lead the identification, measurement, and monitoring of portfolio and aggregate client risk exposures, including market, credit, factor, interest rate, inflation, & currency risks. Design and implement forward-looking liquidity projections and stress testing across portfolios, incorporating both public and private market exposures. Manage selection, implementation, setup and testing of risk and analytics systems Develop and maintain risk analytics, dashboards, and reporting tools for use by House View portfolio managers, OCIO leadership, and client stakeholders. Conduct scenario analysis, value-at-risk (VaR), and tail-risk assessments using internal and third-party risk systems. Monitor redemption terms, lockups, and gating risks of underlying fund investments to ensure alignment with client liquidity needs and spending policies. Create liquidity models based on client/institutional spending needs and portfolio liquidity availability Serve as a subject matter expert in client meetings, delivering tailored risk and liquidity insights and supporting new client onboarding with modeling and analysis. Collaborate with investment and compliance teams to refine risk policies, investment guidelines, and portfolio construction parameters. Prepare and present risk reports to internal investment committees, audit and compliance teams, and client boards as needed Partner with technology, operations, and analytics teams to enhance risk reporting platforms, data pipelines, and ensure data integrity. Stay current on industry best practices, regulatory developments, and emerging risks relevant to institutional portfolios.

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Full Job Description