Systematic Equity - Head of Client Portfolio Management - Managing Director
Core
Senior leader representing Systematic Equity investment capabilities to global clients, articulating the investment approach and strengthening connections between Investment, Distribution, Product, and Marketing.
Role type
Senior IC Head of Client Portfolio Management (Managing Director)
Builds
Client engagement, investment positioning, thought leadership, and sales/servicing support across Index, Enhanced, Active, and Customized Equity capabilities.
Domain
Asset Management / Systematic Equity
Deliverable
client delivery
Required skills
Global team leadership, institutional portfolio management, financial theory, statistical/analytical tools, business development, strategic communication
Preferred skills
Prior portfolio management experience, experience with Axioma/FactSet/Morningstar Direct, relevant professional designation
Technologies
Axioma, FactSet, Morningstar Direct
Responsibilities
Lead and develop a global team of Client Portfolio Managers; Set priorities for client engagement and collateral development; Partner with Distribution for new business development; Represent SSIM in key client meetings and presentations; Explain investment philosophy and performance drivers to institutional audiences; Oversee development of investment white papers and content; Build partnerships across Investment, Distribution, Product, and Marketing; Support high-touch clients with complex servicing requirements; Monitor market and competitive landscape.
Seniority
Senior, hands-on IC with leadership responsibilities