Managing Director OCIO

Updates

(Executive) Director – Capital Formation DACH

Regional Sales Manager – Southwest Germany

Director – Private Wealth Switzerland

Key Account Sales

Regional Sales Manager – North / East / West Germany

Senior Capital Formation / Investor Relations – DACH

(Senior) Sales Wholesale I German-speaking Switzerland

Focus area
Asset Management

Frankfurt, Germany

Company

Our client is an asset manager, which is an affiliate of a large family office, providing values-driven investment management and advisory services to institutional and private clients, including family offices, foundations, and long-term asset owners. With a long-standing heritage, it focuses on multi-asset investing, outsourced CIO (OCIO) services, and impact-oriented strategies across public and private markets.

Its investment approach integrates environmental, social, and governance (ESG) considerations throughout the process, aiming to deliver competitive financial returns alongside positive societal and environmental outcomes. The organization operates within a broader privately held group with a long-term orientation and serves clients with a strong emphasis on responsible investing, diversification, and disciplined portfolio construction.

For their OCIO (Outsourced CIO) PM team, they are looking for a Managing Director to be based in their Frankfurt Office.

Responsibilities

The Managing Director OCIO ensures client satisfaction by managing multi-asset portfolios in accordance with mandate guidelines and with optimal risk diversification. The role delivers best-in-class client portfolio management and tactical asset allocation. Success is measured by achieving consistent client satisfaction, risk-adjusted performance, and strong oversight.

The MD OCIO also ensures representation in the German market and acts as a bridge between clients, the wider investment team, and other internal functions.

Design and advise on multi-asset portfolio structures aligned with client objectives, constraints, and risk budgets.
Conduct scenario analysis, stress tests, and risk diagnostics.
Pursue an active policy in relation to the choice of investment instruments and implementation to ensure strong investment outcomes.
Oversee rebalancing, flows, hedging, and mandate-specific implementation.
Ensure portfolios are managed in line with guidelines, restrictions, and relevant regulations.
Work closely with Risk, Operations, Legal & Compliance to maintain control and proper governance.
Support clear and meaningful reporting, performance attribution, and communication of results.
Contribute to the continuous improvement of OCIO processes, tools, and investment frameworks.
Build trust with decision-makers and serve as the primary OCIO contact for clients and prospects in Germany and the wider DACH region.
Lead investment-focused conversations, explaining portfolio construction, allocation decisions, risk considerations, and implementation options.
Work in close collaboration with internal teams to ensure strong representation in the German market.

Candidate requirements

Ability to think and work at an academic level.
Experience gained (expected 15+ years) at a reputable asset manager, family office, or comparable institutional investment organisation.
Deep experience in multi-asset investing and OCIO-type portfolio advisory or delegated management, with ultimate responsibility for investment portfolios.
Strong skills in portfolio construction, asset allocation, risk analysis, and implementation.
Experience working with institutional-level clients and comfort operating in boardroom and executive environments.
Ideally brings a relevant professional network within the German market.
Full working proficiency in German and good English language skills.
Hands-on, analytical, and collaborative working style.
CFA or equivalent qualification.

Apply now

If you feel addressed, we look forward to hearing from you.

Please send us your request to simon.steiner@biermann-neff.ch.

If you have any questions about the position, please do not hesitate to contact us on

+41 77 460 12 00.