Client Portfolio Manager - Custom Equity Platform
Core
Act as the primary interface between the investment team and clients to represent custom equity strategies, manage business development, and service existing clients.
Role type
Client Portfolio Manager (CPM)
Builds
Custom separately managed account (SMA) equity portfolios
Domain
Asset Management / Investment Management
Deliverable
client delivery
Required skills
quantitative investment process understanding, financial markets knowledge, Bloomberg proficiency, relationship building, business acumen, presentation skills, regulatory commentary writing
Preferred skills
MBA, CFA, experience with wirehouses/RIAs
Technologies
Bloomberg, Microsoft Office
Responsibilities
Grow and retain business by representing investment strategies to clients; lead new business opportunities and RFP/RFI processes; participate in advisor pitches and due diligence meetings; service existing clients via meetings and calls; provide portfolio updates and insights; shape product strategy with senior leadership; develop advisor-facing content and research; present at industry conferences; support distribution training and sales proposals.
Seniority
Mid-Senior level (5-8 years experience)