Client Portfolio Manager

Position Title: Client Portfolio Manager

Experience: 4-7 Years

Roles and Responsibilities:

- Serve as a key liaison between Portfolio Management teams and sales/marketing, proactively managing relationships to enhance collaboration and communication.

- Develop a comprehensive understanding of the institutional marketplace, particularly the integration of investment portfolios within broader risk management frameworks.

-Collaborating closely with fund managers to effectively market multi-asset funds, including updating and crafting presentations for client pitches and updates.

-Analyzing and adapting the positioning of products by comprehending the competitive landscape and tailoring key messages to align with evolving client requirements.

-Creating high-caliber investment, market, and fund content through various mediums for different client segments.

-Working in tandem with other Investment Specialists to generate regular reporting and insightful commentary.

-Ensuring RFPs are completed with excellence by populating, updating, and managing an RFP content library.

-Engaging with internal stakeholders to address specific client and consultant inquiries with precision and expertise.

Skills:

- 4+ years of prior experience; previous exposure to the investment management industry is highly preferred.

- Strong written and verbal communication skills, with the ability to interact professionally with both internal and external stakeholders.

- Highly organized with the capability to perform detailed work while multitasking effectively to meet deadlines.

- Proficient in Microsoft Office Suite, especially Excel, to manage data and reporting tasks efficiently.

- Familiarity with Bloomberg, FactSet, and Aladdin databases is advantageous.

- Basic knowledge of programming and data visualization tools such as Python, Tableau/Power BI, and SQL will be considered a plus.