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Client Portfolio Manager
This position is based out of Boston, MA.
To apply for this role, send a resume and cover letter to careers@eventideinvestments.com

Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one of the leaders in values-based investing through a biblical worldview. Our principled investment framework has been recognized by the WallStreet Journal, Barrons, Investment News, Fast Company, Entrepreneur, among others.

Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments. Eventide employees work hard for the sake of others—our clients, our colleagues, and our world. Our mission is to honor God and serve our clients through investments that make the world rejoice.

Eventide is seeking to hire a Client Portfolio Manager (CPM) to serve as a liaison between the portfolio management team and the sales, distribution, and marketing teams. This will include representing the team and its investment capabilities in client meetings and across all sales channels. Reporting to a Portfolio Manager and Head of Institutional Sales, this position requires deep knowledge of global equity investing, specifically within the healthcare and technology sectors, product distribution, and must possess identifiable talent for communicating with clients.

Duties and Responsibilities

  • Shadow the portfolio team and be ready to skillfully represent market, risk, and portfolio positioning views, as well as investment rationale on specific holdings, with clarity.
    • Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio positioning disclosures
  • Partner with Eventide’s salesforce to ensure a high degree of engagement with the company’s most significant intermediaries, clients, and prospects
  • Act as liaison between the portfolio management team, and Eventide’s sales team and clients, to ensure the team’s investment strategies are effectively represented
  • Represent the investment strategies by maintaining a detailed understanding of the team holdings, portfolio activity, performance analytics and positioning
    • Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio activity/positioning disclosures
  • Cover majority of client meetings (both in-person & via phone/video) across all distribution channels and geographies Partner with Eventide’s Marketing, Sales, and Key Accounts teams to develop presentation materials, market data research, and competitive analyses
  • Ensure that investment insights of the team are effectively delivered internally and externally via conference calls, whitepapers, videos, blogs and other media
  • Play a critical editorial role in preparing responses to RFPs and RFIs

  Qualifications

  • 10+ years of relevant experience in investment management preferred
  • CFA or Master’s degree in Business, Finance, or Economics preferred
  • CPM experience representing actively managed equity portfolios preferred
  • FINRA Series 7 and 63 licenses or commitment to complete within 6 months
  • Prior portfolio management or equity research experience is preferred; experience covering Biotechnology and/or Healthcare strongly preferred
  • Ability to represent through verbal and written communication Eventide’s purpose, values, investment philosophy, investment process, and products to faith-based advisors, faith-based institutions, and broader platforms with excellence
  • Record of success as a self-starter, capable of taking a leadership role in business execution
  • Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment
  • High emotional intelligence and appreciation for diversity of thought
  • Passion for, commitment to, and alignment with Eventide’s mission, values,  and investment philosophy
  • Demonstrates the core values of Eventide in execution of duties
  • Demonstrates good judgment and integrity in decision making
  • Ability to work within Eventide’s Code of Ethics
  • Willingness to travel domestically 20-30% of the time

NOTE:  This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

 

Supporting Documents for Client Portfolio Manager

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