Client Portfolio Manager Resume Sample
Mylene Schuppe
4716 Genoveva Lake,
New York,
NY
+1 (555) 295 9964
Work Experience
Client Portfolio Manager
08/2016
-
PRESENT
San Francisco, CA
- It is critical that the CPM earn the respect and trust of the investment teams in order to provide meaningful counsel on business-related matters, including when to engage PMs with clients
- As one of the team’s primary “eyes and ears” in the field, experience, judgment and creativity all play important parts in accomplishing this responsibility
- CPMs have significant input with respect to the marketing plans for their team’s investment disciplines
- The team’s CPMs are partnered with one or more Product Managers; together, they “manage the message” of the investment team. CPMs and Product Managers develop presentation materials, market data research and competitive analysis; they are responsible for assuring the data integrity of these materials
- Client-facing and team-oriented investment professional
- Provide in depth discussions with plan sponsors of fund line-up alternative considerations, requiring in depth knowledge of investment styles, portfolio structuring, and fund specific details
- Interact with Field Sales, Institutional Sales, Marketing, Financial Operations, and Compliance, as well as teams within the Investment Division to address internal and external investment education, communication and materials needs
- Research, develop and present economic, capital markets, and portfolio review material for ICMA-RC Field staff, webinars posted to the web, articles, Client Advisory Forums, and client Plan Investment Review and Annual Service Plan publication usage
Senior Client Portfolio Manager
07/2012
-
04/2016
Detroit, MI
- Work directly with Sales and Marketing to seek to attain and retain clients, assisting in the development of marketing materials, assisting with RFP responses, participating in sales finals presentations, educating and otherwise communicating with headquarters and field sales teams
- Participates in the exchange of economic, market, and industry news and analysis among Investment Division team members in support of all investment programs managed by the Investment Division
- Strong understanding of both the retail and institutional markets, including the sales process for
- Knowledge of the fixed income asset class is critical, but background and a working
- Each CPM functions as the liaison between the sales force, clients and the portfolio management teams. The goal is to ensure that the team’s investment philosophy and process are effectively and correctly represented to Invesco’s clients
- Invesco puts high priority on doing what is best for clients. Making sure that sales representatives and their financial advisors are selling the products for the right reasons and how they fit into an individual’s diversified investment portfolio is paramount
- Thorough understanding of Invesco’s current global and domestic outlook for economies and capital markets
- CPMs function as the liaison between the portfolio management team and Invesco’s sales force/clients. Their goal is to ensure that the team’s investment philosophy and process are effectively and correctly represented to Invesco’s sales force/clients
Workday Client Portfolio Manager
05/2005
-
01/2012
Los Angeles, CA
- CPMs cover the majority of client meetings (both in-person & via phone/video), allowing portfolio managers focus on managing the portfolios
- Collaborates with IQS’ global research and portfolio management teams to gain and maintain in-depth investment process and product knowledge
- Leverages Invesco’s internal resources (product specialists, marketing) to exploit distribution efforts
- This role is viewed as a Portfolio Manager proxy, who can explain the team’s investment philosophy, process, strategy and performance
- Each SCPM functions as the liaison between the sales force and the portfolio management teams - the goal is to make sure that the team’s investment philosophy and process are effectively and correctly represented to Invesco’s clients
- Conduct internal project reviews and Quality Assurance Reviews
- Successfully advocate for the client within IBM
- Build trusting and collaborative business relationships with clients at all levels
Education
California State University, San Bernardino - Palm Desert Campus
2001 - 2005
Bachelor's Degree in Finance
Professional Skills
- Influence others through effective communication, relationship building and strong interpersonal skills
- Motivation and drive – delivering superior performance through maximising their skills, knowledge and talents
- Motivation and drive–delivering superior performance through maximising their skills, knowledge and talents
- Ensure proper alignment of investment strategy with client expectations across a variety of market environments providing for an excellent client experience
- Experience in constructing and managing international and UK private client investment portfolios
- Direct experience interacting with clients/prospects/consultants and communicating investment ideas and concepts
- Manage the client experience with all offerings at Ecova, providing client feedback to internal departments when needed
How to write Client Portfolio Manager Resume
Client Portfolio Manager role is responsible for research, database, building, relationship, manager, presentation, clients, design, retail, finance.
To write great resume for client portfolio manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Client Portfolio Manager Resume
The section contact information is important in your client portfolio manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Client Portfolio Manager Resume
The section work experience is an essential part of your client portfolio manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous client portfolio manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular client portfolio manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Client Portfolio Manager resume experience can include:
- Excellent Presentation skills and the ability to craft a focused and flowing presentation book
- Exceptionally strong communication skills, specifically the ability to simplify complex issues
- To work effectively with the investment team and to communicate investment ideas verbally and/or in writing
- Demonstrated experience in sales or marketing business
- Experience managing or supporting multi-asset investment or global equity/fixed income strategies is desirable
- Consulting experience, preferably implementing global enterprise HCM and/or Financial Management solutions for large, complex organizations
Education on a Client Portfolio Manager Resume
Make sure to make education a priority on your client portfolio manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your client portfolio manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Client Portfolio Manager Resume
When listing skills on your client portfolio manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical client portfolio manager skills:
- Strong presentation skills, with advanced knowledge of Microsoft Office tools
- Excellent verbal, presentation, written and interpersonal communications skills
- Responsibility–demonstrates strong work ethic and takes initiative to meet client needs. Looks for opportunities to create value for the client
- Demonstrated experience with High Net Worth and Family Office clients and appropriate investment strategies
- Prior work experience in investment management or financial services
- Prior experience with structured products (ABS, MBS, CMBS, etc.)
List of Typical Experience For a Client Portfolio Manager Resume
1
Experience For Senior Client Portfolio Manager Resume
- To initiate, develop and share investment ideas with colleagues and contribute effectively to the investment debate
- Experience in working with oversight bodies, clients and consultants
- Strong understanding of asset management products and services
- Experience articulating complex investment concepts
- To maintain a good understanding of the asset management industry, market trends, issues and techniques
- Significant financial services experience, particularly with respect to fixed income
- MBA/CA with approx. 2 to 3 years experience in Finance
2
Experience For Client Portfolio Manager s Assistant Resume
- Participating in product positioning and messaging efforts as a principal author
- Provide subject matter and content expertise to Marketing for inclusion in marketing materials. Bring new product ideas to Global Product Strategy
- Directly representing investment product/process in sales opportunities as PM proxies
- “Keeper” of the sales and service story for Investment Division insights and responsible for their inclusion in sales and servicing materials
- Actively facilitating quarterly fund reviews with service teams
- Escalation point for challenging investment conversations with clients
- Thorough understanding of capital markets
- Pmticipate, and where appropriate create/author, in the process of creating thought leadership
- Engage internal Ecova teams to ensure that all client communications for reporting and analysis were met, quality checked and delivered on time
3
Experience For Workday Client Portfolio Manager Resume
- Stays on top of concerns to avert issues early
- To present regular / irregular funds’ performance updates and outlook
- Develops competitive analytics to support Great-West Investments’ product solutions, including detailed competitor-by-competitor profiles to help position our products opposite competitors
- Interaction with internal parties and external parties, such as the Man Sales team, client service team as well as participation in meetings to clients, prospects and consultants, including travel when needed
- Understand and critique complex trading strategies and statistical techniques, and then translate this information into simple messages for external Clients, sales teams and potential investors
- Able to use programming, database queries and advanced research skills to answer Client and sales team queries, developing this ability to being able to identify underling issues and concerns, reducing queries and further building the relationships
- Has an exceptional understanding of financial markets, our internal and external hedge fund and managed futures strategies, trading models, business architecture, processes and the interconnections across the Group, is able to use this to seek information, improve processes and influence decisions and strategic choices
- Understanding of project management methodology and ability to deliver through these skills
- Looks for opportunities to maximise market intelligence and understanding Client needs to influence research, marketing and sales strategies to optimise our market position
4
Experience For Fixed Income Client Portfolio Manager Resume
- Performing as an advocate and representative of IM’s Fixed Income Investment team among internal and external clients
- Client interface and with travel up to 50% to present the firm’s capabilities to retail and select institutional clients, conducting portfolio reviews, and participating in client conferences and other events
- Ongoing project coordination and communications with all parts of the organization including portfolio management, marketing and communications, legal and compliance and IM’s retail and institutional distribution teams
- Ensure contract compliance at all assigned properties. Identify security issues and opportunities and recommend solutions to client’s corporate security team. Respond to critical incidents at client
- Identify client-specific Key Performance Indicators (KPI) and measure Allied Universal’s performance of these measurements to ensure acceptable monthly scorecard results
- Performing as an advocate and representative of Voya’s Fixed Income Investment team among internal and external clients
5
Experience For VP Client Portfolio Manager Resume
- Client interfacing to various institutional and retail clients to present the firm’s capabilities, conduct portfolio reviews, and participate in client conferences and other events
- Partnering with Portfolio Management, Marketing and Distribution Teams to produce high quality investment communications, research, white papers, insight pieces, RFP’s, commentaries, presentations, and other product content support
- Client interface and with travel up to 50% to present the firm’s capabilities to retail and select institutional clients; presenting fixed income platform to potential clients conducting periodic portfolio reviews with existing clients, as well as participating in conferences and other events
- Collaborating with Fixed Income Client Portfolio Manager (“CPM”)/Portfolio Specialist team and portfolio managers in gathering and analyzing product and capital markets data, creating materials including commentaries, strategy-specific and thematic presentation books and various communication pieces
- Serve as a liaison between Investment and Sales colleagues across the organization on matters including, but not limited to portfolio management, marketing and communications, legal and compliance
- Conducting market research and uncovering and sharing insights regarding the competitive landscape
6
Experience For Client Portfolio Manager High Yield Resume
- Passion for client engagement with solutions mindset
- Conduct client meetings for certain clients and consultants, both to maintain and develop the relationship. Confidently present the product range, investment process and investment outlook. Travel globally
- Client communication: Writing monthly and quarterly investment pieces. Write responses to ad hoc client requests. Work with Product Executive Team Leader to ensure all compliance requirements relating to client communication are satisfied. Ensure all clients requests are responded to in a timely fashion
- Marketing: take responsibility for organising and preparing for all client interactions. Support all team members in preparing for client orientated trips. Regularly review core marketing material and update guidance notes
- Present both GEM Product and Investment Outlook at conferences
- Business development: ensure RFP responses are completed to a high standard, sign off final versions for submission. Work with Product Exec team to ensure standard RFP answers are kept up to date
- Responsible for developing market views for our strategies in collaboration with the global teams. Take lead in developing views on Canadian markets
- Provide exemplary service and actively manage and enhance relationships with the team’s existing client accounts
7
Experience For Client Portfolio Manager Equities Resume
- Be knowledgeable about the investment management and portfolio management processes and the general investment rationale underpinning portfolio strategies
- Accompany members of the sales and marketing team on meetings with prospective clients, consultants and final presentations
- Represent IFI products and capabilities in Asia Pacific
- Become familiar with client portfolios and be able to run and interpret reports on performance attribution and portfolio characteristics
- Work with the Company’s marketing staff to construct the most informative documents (charts/graphs, etc.) to present to clients, consultants and prospects including working on the production of compelling RFPs
- Act as a bridge between Research, portfolio managers and Marketing
- Actively participate in the EMEA, Asia and global IFI business team
- Actively participate with the portfolio management team in setting yearly objectives for client service, including goals related to the frequency of coverage as well as client satisfaction, retention, and knowledge of investment-related developments in their accounts
- Actively participate in setting and meeting new business objectives
8
Experience For Institutional Client Portfolio Manager Resume
- Develop timely and focused materials to capture targeted marketing opportunities such as identification of new market opportunities and underperforming competitors
- Contribute to product development
- Contribute to the management and development of the IFI Asia Junior CPM, and take a hands on approach to execution of their responsibilities
- Be available as a speaker at Invesco-sponsored and Invesco-attended conferences and seminars
- Work closely with the research and portfolio management teams to develop a deep understanding of the portfolio strategies and their construction. Liaise with other investment and support teams
- Conduct ad-hoc research as needed to support the investment process with a specific focus on multi-asset class investment strategies and component asset classes
9
Experience For Institutional Client Portfolio Manager Fixed Income Resume
- Act as “subject matter expert” on macro-economic and capital markets-related topics for distribution partners including writing commentary on the economic and capital markets outlook and/or the rationale for the asset allocation positioning
- Support sales and marketing efforts of Multi Asset strategies including making presentations at conferences and to potential investors both in the institutional and retail channels
- Actively participate in sales and client service efforts, including completing investment-related client requests
- Develop a results focused and motivated team culture and foster development of team members
- Partner with Intermediary Channel to serve as a fixed income expert to raise and retain assets through in person client meetings, conference calls, and responding to written inquires
10
Experience For Am-value Driven Fixed Income Client Portfolio Manager ED Resume
- Travel up to 50% of the time to meet with financial advisors across with the United States
- Serves as a subject matter expert across the entire firm to both internal and external clients. Works closely with portfolio managers to develop an in-depth knowledge of investment-level detail. Assists colleagues with investment process and security-level detail is needed
- Develop a detailed knowledge of the investment process, macroeconomic outlook, portfolio construction, key holdings and duration positioning
- Clearly articulates investment processes, current positioning, security-level detail, and competitive advantages through presentations as a proxy for investment personnel to a wide array of clients across multiple channels
- Performs strategic business analysis on the assigned strategies to identify competitive advantages and market opportunities. Communicates opportunities to both business and investment professionals across the firm
- Engage with PMs and Analysts to maintain and be able to communicate a detailed understanding of portfolio holdings, positioning, activity, and performance
- Educates and trains internal distribution and marketing colleagues through teach-ins on the assigned strategies
- Develops marketing themes and sales ideas with the distribution team and addresses topical issues by creating documents that can be used internally and externally. Periodically reviews these materials and assists in updates as needed
- Respond to internal and external client inquiries; author blogs, white papers and contribute to other forms of thought leadership including media
List of Typical Skills For a Client Portfolio Manager Resume
1
Skills For Senior Client Portfolio Manager Resume
- Knowledge and experience in traditional asset classes, with a good working knowledge of alternative asset classes
- Prior portfolio management or equity research experience is desirable
- Experience implementing Workday and other HCM solutions using SAP, Oracle, PeopleSoft, ADP or similar applications
- Aptitude for evidence based investing
- CPM experience representing actively managed equity portfolios
- Strong knowledge of fixed income investing
- Relevant client relationship experience and industry knowledge
2
Skills For Client Portfolio Manager s Assistant Resume
- Client facing experience with institutional and retail clients is beneficial
- A strong aptitude for technology and its application in an analytical and portfolio management setting
- Experience with systems such as Barclay's Point, Blackrock Aladdin, Factset and eVestment
- Proactive approach to tasks, ability to work on own initiative, managing deadlines and prioritising
- Previous portfolio management, equity research or investment banking experience
- Excellent communicator - both orally and in writing - and deeply enjoy interaction with internal and external clients
- A substantial level of relevant industry experience
3
Skills For Workday Client Portfolio Manager Resume
- CFA designation and/or five years of portfolio management experience
- Strong personal and professional references
- Familiarity with strategic account management and experience
- Relevant experience in investment management
- Strong knowledge of macro trends with the ability to represent firm views
- Experience with presentation development and delivery
- B.S. or B.A. required; major in finance, business, economics or equivalent work experience required
4
Skills For Fixed Income Client Portfolio Manager Resume
- Proven ability to build relationships with clients and internal partners
- Communicating & influencing – explains things clearly whether verbally or in writing and can present to a wide audience using an appropriate style and tone
- Networking- builds a range of contacts both internally and externally and uses their knowledge to gain business advantage
- Understanding of FCA and other statutory regulations are essential
- Networking-builds a range of contacts both internally and externally and uses their knowledge to gain business advantage
- Negotiating large services contracts
5
Skills For VP Client Portfolio Manager Resume
- Getting money to move (sales)
- Developing language to frame the value proposition internally (presentation)
- Understanding of private client management
- Understanding of FCA/ JFSC and other statutory regulations are essential
- Strategic thinking –the ability to identify options for overcoming barriers and instinctively knowing the correct course of action when faced with problems
6
Skills For Client Portfolio Manager High Yield Resume
- Stay abreast of market developments including factor investing and evolving multi asset strategies and help guide the development of investment strategies
- Client facing role with overall ownership for investment strategy positioning, messaging, and support
- An open and inquisitive mind to accept new ideas while challenging existing assumptions
- Consistent focus on improving the business. Enjoys the practical aspect of how a business runs and managing a team
- Co-ordinating all marketing/distribution for new products/portfolios with the PB
7
Skills For Client Portfolio Manager Equities Resume
- Take a leadership role with respect to the business plans, including monitoring assets, flows, and the pipeline of opportunities
- Exceed client expectations by ensuring Ecova delivers on client commitments
- Maintain vertical knowledge, through participation in industry events, training programs and consistent market research/engagement
- Tenacity – copes well with high volumes of work and travel and thrives in a fast paced working environment
- Successful candidates likely to be working for a Private Bank, Stockbroker or Discretionary Investment firm
- Client focus–maintains focus on client needs at all times and is flexible when meeting client expectations and constantly strives to exceed them
- Tenacity–copes well with high volumes of work and travel and thrives in a fast paced working environment
8
Skills For Institutional Client Portfolio Manager Resume
- Focus on delivering exceptional service to clients
- Seasoned investment professional focused on delivering exceptional client service
- Record of success as a self-starter capable of taking a leadership role in business execution
- Management of all opening documentation
- Focus on providing the best results for the clients’ business
- Execute firm’s best thinking within asset allocation and manager selection
9
Skills For Institutional Client Portfolio Manager Fixed Income Resume
- Monitor assets, including pipeline of opportunities and investment flows
- Work with marketing and thought leadership teams to map and execute external communication plan
- Assist in formulating responses to RFP/RFI questionnaires
- Guide content creation for client presentation and marketing materials
- To develop a thorough understanding of SLW’s products relevant to area of responsibility
- Work with Product Management, Sales & Marketing, Legal & Compliance, and other departments to manage business-related activities
- Play a critical editorial role in preparing RFPs and RFIs
- Seek ways to represent Janus Henderson Investors (“JHI”) across the investment management industry, building our reputation and brand
- Provide tactical support on a multi-million dollar book of business within Ecova’s accounts
10
Skills For Am-value Driven Fixed Income Client Portfolio Manager ED Resume
- Retain the current book of business through the development of strong relationships with key points of contact in the client organization, resulting in high client satisfaction and retention
- Serve as the key interface between the assigned portfolio of clients, and Ecova’s service specific and cross functional teams
- Leverage cross functional teams, which are also vertically aligned, to achieve service goals and position the client for growth opportunities
- Work closely with the appropriate Client Services Director to support the strategic plan for the client
- Interact regularly with the vertical team to address ad hoc questions/issues, maintain client operating plans, ensure quality control processes are followed, maintain schedule of deliverables and assess level of engagement between Ecova and the client
- Act as a resource to the onboarding team during the implementation of new services, providing clear vision for client goals and assistance as necessary with consistent client engagement
List of Typical Responsibilities For a Client Portfolio Manager Resume
1
Responsibilities For Senior Client Portfolio Manager Resume
- Interact effectively with Invesco’s internal teams
- Familiarity with both front and back office investment management processes
- Excellent written and verbal communication skills; proven ability to design/present presentation materials, pitch books, etc., and to interact well with both internal teams and external clients
- To construct portfolios in accordance with SLW’s investment philosophy and process within the terms of the client mandate, agreed performance and risk parameters
- To ensure investment guidelines and portfolio composition is suitable for the client
- To assist in the development of the SLW’s International business
2
Responsibilities For Client Portfolio Manager s Assistant Resume
- To represent SLW in the marketplace
- To constantly monitor portfolio characteristics (eg risk constraints, defensive or aggressive market view, long/short duration, sector view, interest rate sensitivities, etc)
- To provide timely and accurate deals to the dealing desk after considering all relevant factors,
- To present investment information to clients and consultants in a clear and concise manner, tailoring the information presented to the audience’s requirements
- To display a positive approach to compliance matters and to adhere to SLW’s Compliance Manual
- To comply with all appropriate operational business procedures
- Manage and own the accounts receivable process for their customer
3
Responsibilities For Workday Client Portfolio Manager Resume
- Build and maintain credibility as subject matter expert for Structured Investments
- Articulate to Invesco sales teams and clients how the macroeconomic backdrop, asset class trends and financial market developments impact portfolios
- Liaise with sales force to ensure timeliness and high-quality standards for client meetings are met
- Prepare and execute asset class specific business plan
- Work with market data research teams to analyze and articulate competitive landscape and industry trends
- Drive the development and launch of new products/vehicles
4
Responsibilities For Fixed Income Client Portfolio Manager Resume
- Utilize risk and performance attribution data to develop portfolio commentaries
- Communicate portfolio/asset class themes to sales
- Interface with legal & compliance for fund or separate account related tasks
- To assist in the development of the SLW business
- To provide timely and accurate deals to the dealing desk after considering all relevant factors, including SLW’s existing holding and the opportunity for colleagues to participate where appropriate
- Proactively seek new relationships and business opportunities with all distribution channels
5
Responsibilities For VP Client Portfolio Manager Resume
- Act as liaison between the portfolio management team and Invesco’s sales force and clients to ensure the team’s investment strategies are effectively represented
- Represent the investment strategies by maintaining a detailed understanding of the team holdings, portfolio activity, performance analytics and positioning
- Cover the majority of client meetings (both in-person & via phone/video) across all distribution channels and geographies
- Partner with the team’s Product Manager to develop presentation materials, market data research, and competitive analysis
- Ensure that investment insights of the team are delivered internally and externally via national conference calls, whitepapers, blogs and other media
- Represent our investment capabilities to both internal and external clients and prospects; display expertise in articulating team philosophy, process, portfolio strategy, and management of risk/return objectives; be able to connect a range of fixed income products to client solutions
- Client and prospect support for institutional, consultant and home office research professionals globally
- Own front office communication around specific investment strategies, including portfolio reviews, reports, performance attribution, and ad-hoc communication around outlier events
6
Responsibilities For Client Portfolio Manager High Yield Resume
- In conjunction with other key partners, identify new investment strategy and product opportunities and ensure current products are correctly positioned within the marketplace; work with product management/specialists to perform competitive analysis and clearly articulate investment strategy, market and relevant messages
- In partnership with the Client Relations team, monitor industry, business and regulatory risks; ensure that our strategies are compliant with rules, regulations and client expectations; seek ways to minimize operational and reputational risks
- Serve as primary investment management contact for clients and act as principal spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates
- Develop and co-manage (with the portfolio management team) multi-asset portfolios for institutional clients according to stated investment objectives and client preferences
- Act as conduit between the clients, investment team and distribution channels within US Advisory Services to support client growth and retention efforts and to meet with key decision makers at existing clients to provide periodic portfolio reviews and updates
- Collaborate with Portfolio Managers and leverage core FTMAS strategies to design, engineer, and manage solutions focusing on moderate to large sized institutional clients and/or retail gatekeepers
7
Responsibilities For Client Portfolio Manager Equities Resume
- Partner with sales to understand, diagnose, and refine client’s investment objectives and desired outcomes. Formulate a deep understanding of a client’s liabilities and obligations in order to properly structure an asset allocation and investment approach
- Experience in asset allocation and portfolio construction
- Strong technical knowledge of investment issues and processes
- Evidence of self-directed productivity management
- Understanding of drivers of risk and return
- Provide thought leadership on topics including market insights, product positioning, strategy updates and pitch book maintenance
- Ex Investment/manager research; understanding investment strategies across multiple asset classes
- Serve as a member of the portfolio management team for portfolios that are tailored to meet specific client objectives
8
Responsibilities For Institutional Client Portfolio Manager Resume
- Provide periodic portfolio commentary, and written communication pieces that articulate the investment team's perspective regarding the financial markets and fund performance
- Lead and author presentations and RFP/DDQ responses for complex solutions
- Participate in investment committee meetings
- Serving as the principal Investment Division (ID) contact for strategic products,GTM commercial requirements and creation of market support content with marketing
- Familiarity with investment industry
- Presence, gravitas, the ability to influence
- Represent our investment capabilities to both internal and external clients and prospects
- Display expertise in articulating investment team philosophy, process, holdings and accompanying investment rationales, current positioning, recent activity, performance drivers, and management of risk/return objectives; provides backup support to other CPMs on strategies where they are not the assigned specialist
- Act as a fully active member of the product team, including contributing to meetings on strategy and positioning; particularly in products for which the CPM is an appointed specialist. Demonstrating equivalent product and strategy knowledge as named portfolio managers
9
Responsibilities For Institutional Client Portfolio Manager Fixed Income Resume
- Assess competitive landscapes and connect a range of products to client solutions
- Supports new business and asset retention efforts with key accounts (e.g. finals presentations, consultant and/or gatekeeper meetings)
- Partners with product management to provide sales teams with regular updates about the investment philosophy, process, and performance of products for which the CPM is an appointed specialist
- Represent Pioneer's fixed income investment strategies and capabilities externally to prospects
- Represent Pioneer's fixed income investment strategies and capabilities internally to sales,
- Knowledge of Morningstar would be an advantage
- Knowledge of JPM’s pooled funds business across Europe
- Support business development and client retention efforts
- Work with the investment team on the development of Fixed Income products
10
Responsibilities For Am-value Driven Fixed Income Client Portfolio Manager ED Resume
- Serve as client contact for review meetings and client inquiries
- Participate in investment strategy meetings with portfolio managers
- Play a key role in new business efforts with institutional and intermediary teams
- A well-respected professional in Canada’s institutional business environment who understands the investment needs of corporations, pension committees members, endowments and investment consultants
- Strong knowledge of equity investing
- Experience in managing Asian equity portfolios and/or Asian Equity Research
- Strategic thinking – the ability to identify options for overcoming barriers and instinctively knowing the correct course of action when faced with problems
- Knowledge of emerging markets an advantage
- Client focus – maintains focus on client needs at all times and is flexible when meeting client expectations and constantly strives to exceed them
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