Job Summary

• The Associate, Institutional Client Portfolio Management supports the Institutional business by acting as a bridge between investment management and distribution, combining investment expertise with a commercial mindset.
• Key accountabilities include supporting portfolio data and analytics requests, producing high-quality commentary, supporting strategic projects, and proactively identifying opportunities to leverage investment capabilities.
• The role involves high visibility and requires close collaboration across Portfolio Management, Sales, Marketing, Product, and Data and Analytics teams, with a focus on strong investment acumen and excellent communication skills.

Matching Summary

Salary

Base: $63,700.00 - $118,300.00; Bonus/Equity: Performance-based incentives, discretionary bonuses; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Key Requirements

• 2-5 years' experience in asset management
• CFA designation or progress toward CFA
• Experience with FactSet, Bloomberg, Morningstar Direct
• Strong understanding of portfolio construction
• Excellent written and verbal communication skills

Work Rights