Opportunities

 

Global Asset Manager

Senior Associate, Client Portfolio Manager , New York, NY

Senior Associate, Client Portfolio Manager (New York, NY): Our client, a global asset manager, is seeking a Senior Associate to join their Client Portfolio Manager team.  The Client Portfolio Management team is a unique group that sits between the Portfolio Management and the Client Services/Sales team within the multi-billion dollar organization. This is an excellent opportunity to join an expanding team in a role that will require both analytical and marketing communications skills. The Senior Associate will work closely with the portfolio management, investment, sales and client services teams to: create “trade rationales” which outline why the investment team has taken on a new position; prepare regular and ad-hoc investment presentations and marketing materials; assist in the production of quarterly due diligence questionnaires, prospectus updates, and other requests for information from consultants, clients, and prospects; review all external presentations and prepare portfolio managers for upcoming client and prospect meetings; manage the flow of information between the investment team and client facing team; as well as compile monthly and ad hoc reports for senior management on sales activity. The ideal candidate will have a Bachelor’s degree in a related field and a minimum of 2-3 years’ experience in the financial services industry, preferably with an equities asset manager or an investment advisory firm. Additionally, the candidate will have strong financial communication skills, a demonstrated ability to work in a team environment, and fluency in Microsoft Office and Performance Attribution.

 
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