Client Portfolio Manager Job Description

Client Portfolio Manager Job Description

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Client portfolio manager provides in depth, perceptive and ‘outside the box’ research, analysis and recommendations with an emphasis on highlighting relative value investment opportunities within the fixed income universe to the fixed income group and to the larger team of multi asset Portfolio Managers;.

Client Portfolio Manager Duties & Responsibilities

To write an effective client portfolio manager job description, begin by listing detailed duties, responsibilities and expectations. We have included client portfolio manager job description templates that you can modify and use.

Sample responsibilities for this position include:

Work with the AI sale team in the development of effective presentations of the total Russell value proposition the investment proposition specifically
Representing the GMAG product line in all facets of the client relationship, from acquisition to servicing
Conduct reviews of portfolios with plan sponsors, consultants, and JPM relationship managers
Contribute to the overall GMAG effort through special projects and assignments
Work in a collaborative fashion with the other main areas of the Global GMAG business, including our Institutional, Retail, and International CPM teams
Strive to exceed expectations and continually enhance on building strong relationships with internal/external clients and business partners
Ensure to understand the client’s needs and seek to provide proactive customized services
Leverage global expertise from all available resources within the organization to enhance current practices and implement new practices envision future client needs
Prepare and participate in client meetings including prospective new client pre-win meetings, existing client relationship/servicing meetings and due diligence meetings
Assume the role of FTS/PA Relationship Manager for specific business areas, eg Sub-advised

Client Portfolio Manager Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Client Portfolio Manager

List any licenses or certifications required by the position: CFP, CFA

Education for Client Portfolio Manager

Typically a job would require a certain level of education.

Employers hiring for the client portfolio manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business/Administration, Finance, Military, Criminal Justice, Law Enforcement, Business, Economics, MBA, Education, Management

Skills for Client Portfolio Manager

Desired skills for client portfolio manager include:

Investment products and competitors
Investment-related developments in their accounts
Statistics and mathematics
Alternative investments and risk management principles
Bloomberg
Capital markets: equity
Fixed income
Fixed income and real estate
Fixed income investment management processes
Macro trends with the ability to represent firm views

Desired experience for client portfolio manager includes:

Degree or equivalent qualifications in relevant disciplines, Masters or certification in finance or management is desirable
At least 7 years of investment industry experience and 3 years of leadership/management experience required
Strong knowledge of the financial services / investment management industries
Proven track record in a project management and/or leadership role required
Existing knowledge of global portfolio administration business, policies and procedures would be viewed favorably
Proficient is Microsoft Office applications, GMAX, Onetis and Advent-Axys

Client Portfolio Manager Examples

1

Client Portfolio Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client portfolio manager
  • Support the Senior CPM efforts to service existing clients, acquire new business, and develop new products
  • Building and maintaining key relationships with internal and external customers
  • Develop and deliver marketing materials and tools for use with new clients and within the distribution channels
  • Produce customised client reports and work closely with the Client Reporting Group for checking and signing off standard regular reports
  • Liaise and work closely with other departments including the RFP, Performance, Client Account Management and Marketing teams
  • Overall responsibility for the development and financial success of the business line
  • Create materials used in new business pitches and client reviews
  • Coordinate and complete Requests for Proposals in a timely manner, working closely with relevant groups
  • Communicate the investment philosophy, process, positioning of our FE Portfolios and current market trends to internal and external clients
  • Coverage of one or two developed markets (Global, European, Japanese)
Qualifications for client portfolio manager
  • Ability to work with end users to identify potential issues and high risk items
  • Ability to handle challenging questions/inquiries and correspond in a logical, professional and understandable manner
  • Ability and willingness to travel extensively, primarily in N
  • Must also have substantial institutional client/consultant experience and capital market knowledge with strong analytical skills and knowledge of equity research and portfolio management techniques
  • Proven ability to create, compose, format and edit written materials
  • Aptitude at building relationships and working effectively with a variety of people and teams
2

Client Portfolio Manager Job Description

Job Description Example
Our company is growing rapidly and is hiring for a client portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client portfolio manager
  • Represent Pioneer’s fixed income investment strategies and capabilities internally to sales, consultant relations, relationship management and marketing teams
  • Develop and execute marketing strategies to drive new business, including the thoughtful development of presentation materials, topical sales ideas and research papers
  • Interpret portfolio attribution and equity market trends to drive content and messaging used in client materials
  • Drive new business and maintain existing relationships through active participation in sales meetings, finals presentations and portfolio reviews
  • Utilize knowledge of industry
  • Active sales of MACS products jointly with PB front
  • Client update meetings and pitches
  • Monitor wins/losses and deals in the pipeline
  • Prepare bespoke reporting
  • Support Client Advisors and Portfolio Managers with customised material for events, client pitches, client reviews and internal meetings
Qualifications for client portfolio manager
  • Prospecting (in consultation with sales teams) focusing on custom mandates
  • Conveying information pertaining to the product and related markets to both internal and external clients
  • Client management and service focusing on sophisticated clients with high-touch non-standard service model and investment content (Sovereign Wealth, etc)
  • Seen as credible alternative to senior GST members and CIO/PM team
  • The preferred person must have the ability to help client articulate and define their objectives
  • Demonstrate & engage in meaningful discussion/debate and be part of "design team" when building out institutional custom solutions mandates
3

Client Portfolio Manager Job Description

Job Description Example
Our company is looking to fill the role of client portfolio manager. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for client portfolio manager
  • Co-ordinate with internal teams to produce high quality and timely information for clients across a range of media
  • Generate and disseminate information on fund performance, attribution, flows and competitive positioning
  • Broad-ranging project work preparation for sales events, product development, generating and enhancing fund marketing materials, improving resources for the CPM team and the wider MAS group
  • Day to day contact for insurance company clients
  • Analyzing portfolios including positioning, analytics and attributing performance results
  • Facilitating meetings, both external (client pitches and reviews) and internal
  • Providing investment, accounting and reporting solutions to support insurance company’s individual businesses
  • Developing a streamlined analytical and reporting framework for our subadvisory clients
  • Work with Client Advisors in the field to meet with Financial Advisors and Agents and discuss MAS solutions and capabilities
  • Work in a collaborative fashion with the other main areas of the MAS Retail business including coverage of funds and models
Qualifications for client portfolio manager
  • Investment and markets background within a Portfolio Mgmt Team
  • Experience presenting investment solution to Institutional Investment committees
  • A self-starter, dynamic, enthusiastic individual with good relationship management skills
  • Help drive portfolio design in conjunction with research and Portfolio Management teams
  • Multi-asset PM or CPM with previous experience with institutional clients
  • Money management and asset allocation experience on the buy-side a strong plus
4

Client Portfolio Manager Job Description

Job Description Example
Our growing company is hiring for a client portfolio manager. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for client portfolio manager
  • Supports, as needed, new business development, relationship management, marketing and/or technical research to arrive at sound and timely investment decisions
  • Supports, as needed, new business development, relationship management, marketing and/or product development
  • Assist senior managers with major accounts
  • Interface with Highland portfolio management teams and maintain an in-depth understanding of investment process and philosophy, portfolio construction, positioning and risk metrics
  • Subject matter expert to support client relationships and build the brand
  • Proactively communicate with assigned clients, communicating timely information, enhancements to products and services, new offerings for future sales
  • Interaction with internal parties and external parties, such as the Man Sales team, client service team participation in meetings to clients, prospects and consultants, including travel when needed
  • Time spent with the Investment Teams
  • Identify issues and potential problems
  • Growing our assets under management for Japanese investors (including corporate pension funds, state and government sponsored investment funds, insurance companies, endowments and foundations, other investors) for our current and future real estate products and strategies
Qualifications for client portfolio manager
  • Ability to adapt to existing process, ability to integrate with existing team
  • Strong teamwork ethics requiring proactive participation with portfolio managers and with client advisors
  • Minimum of IMC certified and preferably Chartered (CFA, CISI or CAIA)
  • Previous experience of presenting to a broad range of clients across a range market segments
  • Ability to interact with colleagues and clients at all levels
  • Computer literate especially Microsoft Office applications
5

Client Portfolio Manager Job Description

Job Description Example
Our company is looking to fill the role of client portfolio manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for client portfolio manager
  • This is a leadership role covering large Institutional clients to pursue and implement a broad range of Investment Solutions
  • The role is very diverse, balancing day to day queries with regular client commitments, alongside work to innovate our offering to clients and create efficiencies within the team
  • Collaborating and marshalling a wide range of internal resources
  • The position offers the right person the opportunity to work as an integral part of a dynamic investment desk alongside high calibre investment professionals
  • Co-ordinate with internal teams to produce high quality and timely information for clients
  • Develop and communicate a comprehensive overview of MACS capabilities and investment process to internal and external audiences
  • Understand and discuss MACS mutual funds and model portfolios in terms of current investment positioning and broadly in the context of global market conditions
  • Position and communicate the value of MACS strategies and model portfolios to internal and external audiences
  • Become subject matter expert on sponsor firms’ platforms and offerings, working closely with National Account contacts
  • Utilize and author thought leadership and internal sales/marketing resources
Qualifications for client portfolio manager
  • Ability to establish immediate credibility among the client base, the investment team and senior stakeholders across the firm
  • People skills - ability to work with a wide range of people
  • Ability to meet tight deadlines on an ongoing basis
  • Strong knowledge of JPM sales teams & underlying clients
  • Attention to detail is essential, as reports are sent direct to existing clients
  • Ability to achieve professional qualifications IMC/SFA required (training provided), potentially leading to holding the CFA charter

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