What are the responsibilities?
- Support the investment team in growing and retaining assets by acting as a “proxy” for portfolio managers and serving as the main investment contact for clients and/or intermediaries.
- Develop and execute business and territory management plans focused on retaining existing clients and growing new business. Track interactions in CRM system.
- Effectively communicate the investment philosophy, process, and performance of specific equity products for both mutual funds and separate accounts to Retail and Institutional channels.
- Provide PM perspective to internal business partners, including Sales, Marketing and others as needed.
- Stay abreast of identified market trends and the competitive landscape, along with the relative positioning of investment team and strategies.
- Develop content for complex investment related questions for RFPs or in response to client queries.
- Contribute to investment commentaries, thought leadership pieces or other investment related content and messaging.
- Frequent travel overseas to meet with clients is an essential part of this role.
What ideal qualifications, skills & experience would help someone to be successful?
- Bachelor’s degree required, CFA or advanced degree preferred.
- 10+ years of financial services experience; previous experience as a product/portfolio specialist desired
- For US -FINRA licensed (Series 7 & 63)
- Knowledge of equity markets, modern portfolio theory, and performance attribution
- Excellent interpersonal, presentation, and relationship-management skills
- Strong written and verbal communication skills
- Flexible, resourceful, collaborative team player and proactive
- Extensive travel required (likely 40-60% of time)
- Ability to relocate to Europe and work in one of our European offices.
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