Working closely with the Chief Operating Officer, the Client Relationship Manager for the Office of the Chief Investment Officer represents the
products of UC Investments to our key stakeholders including the Office of the Regents, Campus Chief Financial Officers, investment staff of our 10 Campus Foundations and the Academic Senate among others. Maintains strong relationships with our stakeholders through clear and proactive communication including ad hoc and quarterly in person meetings, annual investment foundation events and becoming the center for handling all client inquiries.
The Client Relationship Manager must maintain a strong understanding of all product objectives, asset allocation, historical and current positioning as well as overall performance drivers both on an absolute and relative basis as well as a working knowledge of individual asset class strategies, positioning and performance drivers both on an absolute and relative basis. Using this knowledge, the Client Relationship Manager oversees the creation, project and ongoing management of new products addressing the evolving needs of our stakeholders. Oversees the development of internal and external reporting and presentation materials key to building and maintaining our stakeholder relationships. Coordinates the collection, organization, and management of complex investment-related data and information used in reporting materials such as quarterly client reports, quarterly investment performance summary and asset class reports, the Annual Endowment Report and more.
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