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Articulate investment style and portfolio strategy effectively to all audiences.
Establish a credible investment-based relationship with the applicable Portfolio Management group; serve as an integral member of the investment team.
Maintain high level of proficiency on portfolio holdings and portfolio positioning by utilizing investment resources (analysts, portfolio managers, company meetings, industry conferences, etc.).
Position the portfolios with consultants, clients and prospects; be able to communicate not only the record, but also the "message." Clearly articulate investment strategies and discuss specific holdings.
Provide regular investment updates (quarterly, annual) to distribution groups on performance attribution, significant transactions, and investment outlook.
Support distribution groups in prospect and client meetings, due diligence meetings, investment conferences, media interviews, etc.
Work with distribution channels to develop overall, long-term distribution strategy for each product (addressable markets/channels, key competitor analysis, market share and product capacity analysis, product profitability, required resources, etc.). Establish product availability and expand market share across appropriate distribution channels.
Work with PMs to develop/define/refine investment philosophy and style. Develop materials (presentations, white papers) which validate style attributes. Identify and track metrics to monitor consistency of approach.
Develop materials to help set appropriate client expectations and retain assets when style is out of favor. Develop customized products where appropriate.
CFA is preferred.
Minimum of ten years experience in the investment management business. Experience working with investment clients and managing portfolios and following assigned markets preferred.
Broad knowledge of the global investment environment, economic trends, financial markets and competitive trends. In-depth knowledge of the global fixed income business in order to build credibility quickly and forge relationships throughout the organization.
Strong presentation skills and communication skills, both written and verbal. Additional languages preferred (i.e. German, French, Spanish, Italian, ...).