IRG Client Portfolio Manager
Core
Representing multi-asset class investment portfolios to clients and prospects, communicating investment philosophy, and supporting portfolio construction and rebalancing decisions.
Role type
Client Portfolio Manager (Investment Research Group)
Builds
Client-specific portfolio proposals, performance reports, market commentary, and investment analysis materials.
Domain
Wealth Management / Multi-Family Office / Asset Allocation
Deliverable
client delivery
Required skills
Investment acumen, portfolio construction, asset allocation, client relationship management, financial modeling, market analysis, investment writing, data analysis, presentation skills
Preferred skills
CFA/CAIA designation, advanced degree, experience with private equity, mentoring colleagues
Technologies
Microsoft Excel, Microsoft PowerPoint
Responsibilities
Serve as investment expert for clients, prepare and present portfolio proposals, monitor legacy managers and holdings, recommend rebalancing, analyze market developments, draft client communications and reports
Seniority
Senior, hands-on IC
