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.

Source: for more information click here.