Client Portfolio Manager (Finance)

TL;DR

Client Portfolio Manager (Asset Management): Driving product initiatives and communicating investment philosophy for Fundamental Equity products with an accent on product positioning and market trends. Focus on developing marketing materials, fielding client investment queries, and coordinating with global distribution channels.

Location: Salt Lake City, Utah, United States (Onsite)

Company

A leading global investment banking and asset management firm.

What you will do

• Serve as a product management generalist across the Fundamental Equity platform.
• Develop and maintain proprietary product profiles, pitch books, and other marketing materials focused on portfolio performance.
• Communicate investment philosophy, process, and current market trends to internal and external clients.
• Formulate investment views and address client queries regarding managers and fund investments.
• Prepare monthly and quarterly reports for clients and internal distribution channels.
• Coordinate platform-wide updates with Private Wealth Management, Third Party Distribution, and Institutional Sales.

Requirements

• 1+ years of experience in Equity Research, Investment Management, Product Management, or Sales/Marketing with an Equities focus.
• Strong analytical and interpersonal skills.
• Excellent written and verbal communication skills.
• Detail-oriented, motivated, and hardworking approach.
• Proficiency in Microsoft Office tools (Word, Excel, PowerPoint).

Nice to have

• Experience with FactSet and/or Bloomberg.