Job Summary

• The Client Portfolio Manager acts as the primary interface between client-facing teams and the investment team, conveying portfolio positioning, performance attribution, and investment rationale to clients.
• Responsibilities include growing and retaining business by representing investment strategies, managing new business opportunities, and servicing existing clients through various communication channels.
• The role demands highly developed skills in communications, stage presence, relationship building, business acumen, and analytics, with a focus on a rapidly growing Custom Equity SMA platform.

Matching Summary

Salary

$150,000 - $180,000 / year

Skills & Requirements

Key Requirements

• Undergraduate degree required
• 5-8 years investment-related client-facing experience
• Proven success engaging advisors and gatekeepers
• Experience with advisors across all channels strongly preferred
• Proficiency with Bloomberg and Microsoft Office
• MBA/CFA a plus
• Series 7 and 63 or 66 required
• Regular travel required

Work Rights