The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused
Job Summary
The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused.
Design, implement, and oversee custom client portfolios in collaboration with the IG, monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
Represent SCS in client-facing portfolio and market update meetings, calls, and presentations, and contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
Matching Summary
The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused.