In this role, you’ll make an impact in the following ways:
- Independently manage a significant amount of assets within investment policy guidelines, including medium to large and complex accounts/funds.
- Implement investment strategies aligned with client financial goals and risk tolerance, adhering to investment policies, philosophies, procedures, and applicable regulations.
- Collaborate with research, strategy, and portfolio team members to optimize investment decisions.
- Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions.
- Serve on the investment committee, contributing to the development and refinement of policies and strategies to enhance business performance.
- Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
- Gather stakeholder input and leverage data to support business tracking of key performance indicators and informed decision-making.
- Build and maintain processes that enable executive leadership to make informed decisions impacting the portfolio.
- Leverage technology, data, and AI-enabled tools to support investment analysis, portfolio management, reporting, and overall operating efficiency.
- Provide guidance to less experienced Portfolio Managers and may manage a small junior team.
- Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
- 7–10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs.
- Applicable securities industry licenses and registrations may be required for the role. If not already held, any required licenses must be obtained within a timeframe determined by the business and applicable regulatory requirements.
- Applicable local or regional licenses and certifications as required by the business.
- Bi-lingual capabilities and understanding of local/cultural nuances are helpful to build client trust.
- Strong interpersonal skills to engage effectively with clients and internal teams.
- Strong proficiency with technology platforms and digital tools, including the ability to adopt and effectively use AI-enabled solutions in support of investment decision-making and workflow efficiency.
- Ability to work independently and collaboratively within a team environment.