обновлено 6 часов назад
Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York
125 000 - 290 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York (Fundamental Equity/AI Thematics): Developing and presenting investment solutions for US large/mid-cap and thematic strategies with an accent on client portfolio management, capital raising, and investment education. Focus on designing custom proposals, conducting market and competitive research, creating thought leadership, developing AI/digital tools, and managing analysts and associates.
Location: New York, NY, United States; office-based role with travel for client engagement opportunities.
Base salary: $125,000–$290,000 annually, plus potential discretionary bonus.
Company
Asset & Wealth Management provides investment and advisory services across traditional and alternative investments for institutional and individual clients worldwide.
What you will do
- Develop expertise in Fundamental Equity strategies, focusing on US large/mid-cap and thematic investments.
- Engage with institutional clients, financial advisors, and high-net-worth clients through meetings and conferences.
- Create and deliver customized investment proposals and presentations.
- Provide product expertise, investment education, and support for sales and client questions.
- Partner with portfolio managers, researchers, sales, and marketing on product development, thought leadership, market research, and AI/digital tools.
- Manage analysts and associates and support talent development.
Requirements
- 10+ years of relevant professional experience.
- Experience in client-facing roles with institutional clients, financial advisors, and high-net-worth clients.
- Strong financial, statistical, investment, and industry knowledge.
- Excellent verbal, written, presentation, technical, and problem-solving skills.
- Familiarity with investment structures and instruments such as separate accounts and ETFs.
- Strong PowerPoint and Excel skills; ability to work under pressure in a fast-paced environment.
Culture & Benefits
- Entrepreneurial Fundamental Equity environment supported by the resources of a large organization.
- Collaboration with portfolio managers, researchers, investment specialists, salespeople, and marketing.
- Benefits and wellness offerings for eligible US full-time and part-time employees working at least 20 hours per week.
- Focus on integrity, transparency, client experience, and long-term investment performance.
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