Client Portfolio Manager, Advisory Solutions (FTIS)
Core
Serve as a product specialist supporting FTIS in growing and retaining Multi-Asset Model Portfolios and ETFs by representing investment philosophy, process, and performance.
Role type
Senior IC Client Portfolio Manager (Advisory Solutions)
Builds
Multi-Asset Model Portfolios and ETFs for the Retail Advisor Channel
Domain
Asset Management / Investment Advisory
Deliverable
product features
Required skills
Portfolio construction techniques, Global market analysis, Investment strategy formulation, Product presentation, Sales support, Financial advisor engagement, Investment software proficiency, Competitive landscape knowledge
Preferred skills
MBA, CFA designation, Experience with Mutual Funds and SMAs, Knowledge of quantitative processes
Technologies
Bloomberg, Morningstar
Responsibilities
Represent investment philosophy and performance to the Retail Advisor Channel, Travel 50% to support business development efforts, Engage with and support a large field sales organization, Participate in client/sales related meetings
Seniority
Senior, hands-on IC
