Client Portfolio Manager – Multi-Asset/Solutions
Core
Provide comprehensive multi-asset portfolio solutions and quantitative investment strategies tailored to Japanese clients' investment objectives.
Role type
Client Portfolio Manager (Multi-Asset/Solutions)
Builds
Customized investment mandates, periodic reports, and strategic proposals for prospective clients.
Domain
Asset Management / Multi-Asset / Quantitative Investing
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Multi-asset portfolio management, quantitative investment strategies, client relationship management, investment reporting, business development, cross-functional liaison, cash management, fund operations, new fund onboarding, market research
Preferred skills
CFA, CMA, or CAIA designation
Technologies
None explicitly stated
Responsibilities
Monitor performance and operational status of client mandates; deliver periodic investment reports; support business development with strategy presentations; conduct research on global investment strategies; translate and customize client communications; oversee cash management and trade execution for outsourced funds; support onboarding of new funds and advisory mandates.
Seniority
Senior, hands-on IC