Client Service, Account Manager
- Employer
- DoubleLine Group
- Location
- Los Angeles, California
- Salary
- The estimated base salary range for this position is $150,000 – $200,000.
- Closing date
- Feb 26, 2025
View more categoriesView less categories
- Job Function
- Fixed Income Research: Buy Side, Investment Advisor/Consultant, Performance Analysis, Relationship Management
- Industry Sector
- Asset Management
- Employment Type
- Full Time
- Education
- Bachelors
Job Details
The Client Service, Account Manager is an outward facing client service role managing high-level domestic and international institutional client relationships. The position requires an in-depth knowledge of financial markets, investment management, and financial analysis concepts, including risk measurements.
Job Functions
- Develop, build and maintain relationships with a list of domestic and international institutional clients.
- Coordinate and conduct in-person portfolio review meetings and regular calls with clients.
- Demonstrate the ability to discuss strategy, performance, risk measures, attribution, opportunities, and market views, as well as cross-selling other DoubleLine products.
- Coordinate across multiple departments, including portfolio management, risk, operations and compliance, to prepare custom client reports and presentation materials.
- Responsible for general account maintenance, internal reporting requirements, and ad-hoc requests.
- Work closely with the Global Relationship Management team to enrich mutual client relationships.
- Develop a deep understanding of assigned client portfolios, strategies and DoubleLine’s products.
- Ability to travel on a quarterly basis or as needed.
Qualifications
- Bachelor’s degree required, preferably in a finance-related major.
- 7-10 years of experience working with U.S.-domiciled entities and international clients.
- Corporate pension plan and insurance client service experience preferred.
- CFA preferred.
- Series 7 and 63 licenses preferred.
- Knowledge of the investment management industry and key portfolio management concepts.
- Well versed in fixed income, equities and macro-asset allocation strategies.
- Ability to present at a high-level to CIOs, Boards of Directors, investment committees and consultants.
- Ability to thrive in an independent, challenging and collaborative environment.
Base Salary Range
The estimated base salary range for this position is $150,000 – $200,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
Company
DoubleLine is an independent, employee-owned money management firm with over $134 billion in combined assets under management invested across a wide array of investment strategies. The firm's experienced team of portfolio managers have worked together on average of 15 years. DoubleLine's investment strategies include U.S. Fixed Income, Global Fixed Income, Emerging Markets Fixed Income, U.S. Equity, Commodities, and Global Multi-Asset products.
- Website
- http://www.doubleline.com/
- Telephone
- (213)633-8200
- Location
-
333 S. Grand Ave., 18th Fl
Los Angeles
CA
90071
US
Sign in to create job alerts
Sign in or create an account to start creating job alerts and receive personalised job recommendations straight to your inbox.
Create alert