5 часов назад
Client Portfolio Manager (Asset Management)
125 000 - 290 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Client Portfolio Manager (Asset Management): Partnering with the outsourced CIO business to oversee due diligence and selection of external investment managers for institutional clients. Focus on portfolio construction, performance evaluation, and developing investment content for client presentations and board reviews.
Location: New York, NY, United States
Salary: $125,000–$290,000 per year
Company
is a leading global financial institution providing investment and advisory services to a diverse range of institutional and individual clients.
What you will do
- Partner with the Multi-Asset Solutions (MAS) outsourced CIO business to manage due diligence and selection of external investment managers.
- Advise clients on public equity, fixed income, and real asset strategies, including insights on portfolio construction and risk evaluation.
- Develop content for client presentations, investment committee reviews, and Request For Proposals (RFPs).
- Manage ad-hoc client inquiries and prepare materials for ongoing client discussions.
- Collaborate with internal stakeholders, including investment coverage, platform management, and Lead Portfolio Managers.
- Support broader initiatives to enhance client service, research, and infrastructure.
Requirements
- Must be based in New York, NY, United States.
- Strong verbal and written communication skills.
- Proficiency in Excel, PowerPoint, and Morningstar Direct.
- Knowledge of AI tools for data analysis and material production.
- Strong interest in capital markets and understanding of traditional asset classes.
Culture & Benefits
- Competitive benefits and wellness offerings for full-time employees.
- Opportunity to work within a leading global asset manager with over $2 trillion in assets under supervision.
- Collaborative environment valuing integrity, transparency, and diverse perspectives.
- Eligibility for a discretionary bonus based on fiscal year-end performance.
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