Client Portfolio Manager, Responsible Investment

Job Description

Where you’ll fit in & what our team goals are…

You will be a critical component of our Responsible Investment (RI) strategy success and commitment to excellence and client focus.

You will be embedded within an investment team and act as its ambassador. You will be the source of specialised RI knowledge of investment products and markets and operate as a bridge between their investment team and its internal and external clients.

You will facilitate the flow of information between all parties to maximise the firm’s credentials in the marketplace while ensuring the Portfolio Manager’s time is optimised.


How you’ll spend your time…
Maintain an up-to-date knowledge of the team’s investment decisions, strategy and market outlook;
Proactively maintain an in-depth knowledge of the team’s investment decisions
Understand the underlying assumptions used
Maintain an up-to-date knowledge of the risks assumed by the desk’s strategies
Understand the drivers of financial markets
Manage the team’s book of business
Work with the team to maintain and develop the book of business;
Ensure that key clients are regularly updated and engaged with the team;
Take a proactive approach to solving client’s issues, whether investment, business or operation-related, by serving as a facilitator.
Communicate on the team’s behalf internally and externally
Act as ‘gatekeeper’ for the team in respect of the requirements of clients, consultants and Distribution to ensure that the most appropriate resource is used;
Work with Distribution as a substitute for fund managers in communicating and building relationships with clients, consultants and the media, including delivering presentations to win business, update clients and retain assets;
Educate Distribution on the team’s products, processes and decisions.
Promote high quality, well articulated client communications (Monthly commentaries, Performance commentaries, Clients reviews, Market outlook, Quarterly commentaries, Press articles and viewpoints)
Maintain oversight for all the materials produced on behalf of the team (including editing, checking and finalising): Presentation, Press articles, RFPs/RFIs
Work with the team to improve its perception and efficacy in the marketplace:

Required Qualifications

To be successful in this role you will have…
Knowledge of Asset Management, specifically in Responsible Investments
Understanding of institutional and retail distribution channels
Impeccable oral, written and presentation skills
Strong attention to detail
Ability to work under tight deadlines

Preferred Qualifications

If you also had this, it would be great…
IMC and/or CFA
European Language Skills

More Information

Only candidates can apply for this job.

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