Assistant Client Portfolio Manager

The Bachrach Group, Ltd
New York, USA
85k-110k+ bonus
Sep 10, 2019
Sep 28, 2019
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Research & Analysis

• Conduct analysis on assigned investment portfolios, taking into account financial market conditions, competitor analysis, asset class characteristics, portfolio construction and positioning to support the needs of the portfolio manager or portfolio specialist. Research conducted by the portfolio analyst may also provide direct support for marketing, sales, and client service efforts.

• Creates custom analysis, often under the direction of the client portfolio manager, either to anticipate client concerns or to respond to client inquiries in a time sensitive environment on a global scale.

• Develop and maintain knowledge necessary to act as a subject matter resource on markets, portfolios, portfolio manager thinking and positioning, benchmarks, and peers. Subject matter knowledge is used to support existing strategies and may be used to support new product initiatives.

• Often in conjunction with Client Portfolio Manager, creates quality and nuanced investment messaging to effectively communicate and position results of analysis and inform key stakeholders.

• Develop and deliver quarterly strategy updates often in conjunction with portfolio specialists to inform the enterprise of investment results and views on assigned strategies.

• Grow and maintain expertise on multiple investment data applications in order to extract investment data and conduct analysis.

Provide Leverage to Other Investment Professionals

• Support and in some cases represent portfolio managers and client portfolio managers in response to associate and client inquiries, including ad hoc and follow-up prospect, client, and consultant questions.

• Act as an investment resource for content creation including custom presentations, exhibits and analysis (i.e. mini kits, capital market decks, matrixes, new product collateral, etc.) used by Investment Management, client portfolio managers and the Business Units.

• Provides investment support for and sometimes represents investments perspective on sales and marketing collateral, this can include development, review and/or sign-off responsibilities.

• Depending on coverage area and business needs, may be asked to participate in client meetings and/or conduct client investment reviews.

Franchise & Asset Class Support

• Develop and maintain relationships necessary to navigate an often complex organizational structure and evolving regulatory environment in order to respond to client needs.

• Contribute to an informed sales group by providing general education, onboarding, one-on-one coaching and facilitating quarterly meetings with distribution associates.

• Provide franchise support on RFPs as well as written commentaries on assigned investment strategies.

• Support the full sales cycle (obtaining consultant ratings, prospecting, sales meeting preparation, real-time sales and client service meeting follow-up, client retention inquiries)

• Responsible for helping raise and maintain brand awareness globally by working with Marketing, PR, Distribution and other enterprise groups.



• College degree and 3 - 5 years of related investment work experience

• Progress toward MBA or related degree and/or Charter Financial Analyst Accreditation (CFA)

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