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The Client Portfolio Manager will act as an internal representative of the Equity Portfolio Management Group, with a thorough understanding of the strategy and the underlying portfolios, including general positioning, holdings, and performance attribution. The individual will be the primary point of contact for communications to internal parties regarding investment philosophy, process, and performance of the group's portfolios. The Client Portfolio Manager will manage the information flow between the Sales and Relationship Management Team and the Portfolio Management Group, addressing many client related inquiries. They will be responsible for ensuring consistency of messaging across groups at the firm with regard to the group's portfolios.
Assist in providing clients, prospects, consultants, and/or intermediaries with ongoing updates about the investment philosophy, process, and performance of the portfolios
Act as an internal representative of the portfolios, with knowledge of the strategy and the underlying portfolios, including general positioning, holdings, and performance attribution
Serve as the point person for the group content to ensure consistency in messaging
Participate in investment strategy meetings with portfolio managers
Coordinate internal request process for team members
5 - 9 years of relevant experience within the asset management / investment consulting / mamangement consulting / portfolio analytics industry
Excellent communications skills
Ability to deeply understand and communicate about investment strategies
Proactive and able to work independently in managing multiple tasks and deadlines
MBA or CFA a plus (not required)
Internal Number: 4250737
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