Client Portfolio Manager Resume Samples

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A Hayes

Ashtyn

Hayes

874 Kaylie Mission

New York

+1 (555) 210 3070

874 Kaylie Mission

New York

Phone

p +1 (555) 210 3070

Experience Experience

Phoenix, AZ

Client Portfolio Manager

Phoenix, AZ

Bins, Greenholt and Herzog

Phoenix, AZ

Client Portfolio Manager

Perform other duties as necessary from time to time
Providing updates to Relationship Managers who book in Guernsey
Preparing presentations/proposals for use by Portfolio Managers and Relationship Managers
Share client and prospect intelligence internally to support business development
Working with internal marketing and client support teams and build a responsive, cohesive environment
Gain a deep knowledge of Morningstar Investment Management products and keep up to date with industry news, trends, and events
Monitor monthly portfolio performance

Dallas, TX

Institutional Client Portfolio Manager

Dallas, TX

Boyer Group

Dallas, TX

Institutional Client Portfolio Manager

Work with Investment Policy Services and the Program Manager on the design of client risk management policies
Work closely with the Lead Client Portfolio Manager to manage an overall client book of more than 100 clients
Execute firm’s best thinking within asset allocation and manager selection
Manage 50+ client portfolios
Focus on risk management as well as asset allocation decisions
Onboard two to three clients per month
Trade calculations

present

Phoenix, AZ

VP Client Portfolio Manager

Phoenix, AZ

Batz-Spinka

present

Phoenix, AZ

VP Client Portfolio Manager

present

The position is responsible for meeting with clients, prospectus and/or intermediaries to explain the investment philosophy, process and performance of specific investment products
The incumbent will also be expected to provide updates on the overall financial market performance, economic trends and the firm’s economic outlook
The Client Portfolio Manager maintains relationships with intermediary sales, institutional sales, national accounts, compliance, finance, and other business partners
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
Collaborating with Fixed Income Client Portfolio Manager (“CPM”)/Portfolio Specialist team and portfolio managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Partnering with marketing and communications to assist in a high quality investment product content creation and distribution

Education Education

Bachelor’s Degree in Credibility Within

Seton Hall University

Bachelor’s Degree in Credibility Within

Skills Skills

15 years of investment experience
10 years experience as an equity strategist, portfolio manager and/or researcher
Knowledge of institutional investment strategies: Defined Benefit, Defined Contribution and non-Profit
Deep and broad knowledge of equity, fixed income and alternative investment strategies
Strong understanding of macroeconomics
Proven ability to apply broad range of technical knowledge to specific client circumstances “in the moment”
Media skills
Write and present effectively; adjusts to fit the audience and the message
Ability to establish immediate credibility among the client base, the investment team and senior stakeholders across the firm; a professional who is respected for his/her intelligence and technical expertise
Strong ability to influence, guide and collaborate with investment and client facing teams

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Client Portfolio Manager Resume Examples & Samples

Strong academic background, advanced degree or CFA is preferred with 10 year plus work experience in relevant field (prior experience in Emerging Market Debt is preferred)
Ability to present and communicate well in writing and verbally
Self-starting and driven personality
Fluency in a foreign language is a plus
This role will require international travel
Proficient in Excel, Powerpoint, and Bloomberg

Client Portfolio Manager Resume Examples & Samples

Drive new client relationships
Retain existing client relationships
Collaborate with Americas Institutional (AI) in the creation of investment solutions for institutional clients
Work within the Investment Division to ensure that the priorities of AI are addressed
Collaborate with Investment Division to identify and address ID priorities within the AI business
Work with individual client teams and investment professionals in the creation and adoption of client strategies
Work with the AI sale team in the development of effective presentations of the total Russell value proposition as well as the investment proposition specifically
Work with individual asset class teams to address client issues with regard to strategy or messaging
Internal, client and media communication – take a lead role in the communication of the Russell investment process through written reports, internal and client presentations, and media interviews
Monitor capital markets and economic forecasts, and provide senior leadership with an on-going analysis of the state of the global economic situation as it relates to client investment strategies
Demonstrate a thorough knowledge of the institutional investment industry, latest investment research, and good judgment in investment issues
15 years of investment experience
10 years experience as an equity strategist, portfolio manager and/or researcher
Knowledge of institutional investment strategies: Defined Benefit, Defined Contribution and non-Profit
Deep and broad knowledge of equity, fixed income and alternative investment strategies
Strong understanding of macroeconomics
Proven ability to apply broad range of technical knowledge to specific client circumstances “in the moment”
Media skills
Write and present effectively; adjusts to fit the audience and the message
Ability to establish immediate credibility among the client base, the investment team and senior stakeholders across the firm; a professional who is respected for his/her intelligence and technical expertise
Strong ability to influence, guide and collaborate with investment and client facing teams
Strong ability to work in a multi disciplinary fashion across geographies and teams
Bachelor's degree required, in Economics, Finance or Engineering

Client Portfolio Manager Resume Examples & Samples

Represent the investment desk to senior internal partners in the distribution teams
Build and execute a strategy for growing EM equity fund sales across the region
Deal with day-to-day fund queries raised by the regional sales teams for all GEM products, including Global Emerging Markets, Emerging Europe, Middle East, Latin America and Russia strategies
Support the existing Singapore base CPM service the institutional book of business
Equity market knowledge, preferably as an analyst or portfolio manager
Preferably emerging markets experience
Excellent organisational and prioritisation skills to deliver to tight deadlines
Excellent written and numeracy skills
Ability to relate and coordinate different teams, and develop relationships
Ability to build rapport with fund management and sales teams
Knowledge of JPM’s pooled funds business across Europe
Analytical and problem-solving mind
Self-motivated with initiative

Client Portfolio Manager Equities Resume Examples & Samples

Develop and pitch tailor made Equity portfolios in close cooperation with our local sales team primarily to UBS Wealth Management Ultra High Net Worth clients
Act as the subject matter expert for discretionary Equity solutions within UBS Wealth Management HK & SG through presentations, performance updates at all relevant internal and external meetings
Lead the retention of the existing book of Equity discretionary mandates via periodic client review and desk meetings
Act as a member of the IM Asia Equity Investment Committee and be responsible for client performance
Deliver high-quality and timely input for after-sales material and client communication
Manage relationships with key stakeholders, both regionally and globally, and leverage global Equity solutions for the benefit of Asian clients
Located in either HK or SG
10 years experience in managing Asian equity portfolios and/or Asian Equity Research
Ability to coordinate across functions/locations and to make impact in global initiatives
Proven track record dealing with Ultra High Net Worth or Institutional clients in APAC
Ready to travel

Client Portfolio Manager Resume Examples & Samples

Act as a principal spokesperson for the TGEG investment philosophy, process and strategy in support of winning new portfolio mandates
Act as a conduit and spokesperson between the investment team and distribution channels to support client retention efforts
Meet with external key decision makers for U.S. and international clients (retail and institutional) to provide periodic portfolio reviews and updates
10-15 years of industry experience, with some experience as a Research Analyst or Portfolio Manager
BA Required, MBA or advanced degree in related field, and/or CFA strongly preferred
Exceptional ability to verbally articulate all facets of the investment process and strategy on behalf of investment team
Effective relationship management skills and demonstrated credibility with the investment and distribution teams
Demonstrated knowledge of global capital markets and various asset classes
Demonstrated experience and familiarity with the latest risk management and portfolio construction tools and methodologies
Familiarity with portfolio analytical tools
Demonstrated knowledge of investment vehicles and pricing structures
Ability and willingness to travel extensively, primarily in N. America, but also internationally to a lesser extent

Client Portfolio Manager Resume Examples & Samples

10+ years of relevant experience
MBA Degree in Accounting, Financial Services or a related field
CFA required

Client Portfolio Manager Resume Examples & Samples

CPMs have significant input with respect to the marketing plans for their respective investment disciplines
CPMs are responsible for ensuring relevant investment insights of the portfolio management team are delivered internally and externally in a timely and effective manner
Each CPM is partnered with one or more Product Managers and, together, they “manage the message” of the investment teams which includes presentation materials, market data research and competitive analysis
CPMs and Product Managers are responsible for assuring data integrity
CPMs play a critical editorial role in preparing RFPs and RFIs prior to release
Minimum 10 years or more investments experience required
Prior portfolio management experience highly desirable
Prior Real Estate experience is strongly preferred, but not required
Outstanding communication skills, both verbal and written, including strong presentation skills
Strong work ethic & attention to detail required
Highly self-motivated, self-starter, with ability to function with minimal day-to-day direction
Flexible approach, coupled with the ability to work with a great variety of personalities and levels of expertise
Dynamic team player with strong ability to build relationships, both internally and externally

Client Portfolio Manager Resume Examples & Samples

Bachelor’s degree in Business or similar with MBA or CFA desirable or making progress towards CFA designation
A minimum of 10 years of experience with securities analysis, portfolio management, client service and/or investment consultant service
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. A deep understanding of the economy, financial markets, and individual securities is a must
Strong securities and/or portfolio management analytical skills, significant client facing experience, project management and communication skills
Demonstrated ability to work across business lines, in a highly collaborative team environment, building long term relationships with business partners
Superb communication and presentation skills and demonstrated ability to conduct client and consultant presentations to positively influence diverse audiences at all levels

Institutional Client Portfolio Manager Fixed Income Resume Examples & Samples

The ideal candidate will have a CFA designation plus a relevant undergraduate degree
10 years' experience in the capital markets with some specific expertise in Fixed income
Excellent communication and presentation skills, both verbal and written, with the ability to effectively communicate complex solutions and influence stakeholders
Strong organizational skills, with the ability to work on multiple projects concurrently
Strong business acumen and knowledge of investment products and competitors
A strong aptitude for technology and its application in an analytical and portfolio management setting with an ability to assimilate complex and varied market data
A self-starter who has the ability to function with minimal supervision and works well independently as well as collaboratively within a team environment
Able to thrive in a fast paced, time sensitive, exciting team environment
Bilingual, French- English and a general understanding of actuarial concepts is an asset

Client Portfolio Manager Resume Examples & Samples

Primary Client Portfolio Manager responsibility for Invesco Fixed Income insurance client assets (approx. $6 billion AUM )
Overall responsibility for the development and financial success of the business line. Must have a keen understanding and be able to deliver financial success in terms of AUM growth
Will be an integral part of creating the value proposition of the business line and be able to effectively communicate to our internal constituents and external clients
Ongoing responsibility to ensure that all portfolios are managed within the minimum and maximum dictates of the clients’ Investment Guidelines
Coordination and preparation of all investment reports and related information for client meetings
Thorough understanding of Invesco’s current global and domestic outlook for economies and capital markets
Thorough understanding of the investment process and current strategy of all asset classes in portfolios
Presentation of investment reports and Invesco views of the economy and capital markets at client meetings (approx. 25 meetings with finance, executive committee, B of D, and interim meetings with senior management)
Respond to ongoing inquiries covering financial/investment issues
Must have basic understanding of the evolving financial condition of client relative to current and proposed portfolio asset mix
Must have a high degree of credibility within the firm and its clients and possess the communication talent to deliver a consistent investment message to our clients and clients throughout all Invesco distribution channels
8-10 years related investment experience and/or training, or equivalent combination of education and experience in a fixed income industry role
Proficient knowledge of computer operations and software, Microsoft Office preferred
Excellent interpersonal, oral and written communication skills
Ability to interact well with other staff members, clients, and ability to coordinate between the various groups
Highly organized, detail oriented and able to meet high standards for quality and accuracy while meeting tight deadlines

Client Portfolio Manager Resume Examples & Samples

CPMs work with PMs, Senior CPMs, Product Managers, Sales & Marketing, Legal & Compliance, and other departments to manage the various business-related functions of the investment team
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
CPMs ensure that relevant investment insights of the portfolio management team are delivered internally and externally in a timely and effective manner
Seasoned investment professional with at least 10 - 15 years industry experience
This position will be based in Austin, TX
Prior International/Global equity experience is highly desired
Proven due-diligence experience essential
Person must be a highly skilled communicator
Good judgment and creativity are necessary
Strong work ethic & attention to detail are essential
Will to engage & win is crucial
Person must be a self-starter and not require much direction on a daily basis
Must also be flexible and have the ability to work with a great variety of personalities and levels of expertise
Team player with strong ability to build relationships
Significant travel comes with the role (primarily in the U.S., but possibly also Canada & Europe)

Am-value Driven Fixed Income Client Portfolio Manager ED Resume Examples & Samples

15 years’ experience related to both fixed income and a wide variety of institutional clients. Outstanding verbal communication and presentation skills are required for success in this role. Strong writing skills are preferred. The ideal candidate will have knowledge of the competitive fixed income asset manager universe. The candidate should demonstrate an ability to satisfy client needs and meet business development objectives
Develop thorough understanding of broad investment process and products
Partner with fixed income marketing to develop thought leadership, client communication, and marketing materials
Participate in client meetings; gradually assume coverage of client accounts
Oversee product specific marketing including RFPs
Focus will be on broad market fixed income sectors and securities including investment grade corporate, ABS, CMBS, MBS, and Government debt
Ability to represent broad range of fixed income portfolio strategies with clients and consultants as a highly credible alternative to portfolio managers
Ability to market and close new business
Become a primary point person for due diligence meetings, formal presentations and meetings on US Value Driven Team products and overall fixed income markets
Be a leading voice in communication strategy to reflect our intellectual capital-writing newsletters, articles, white papers, industry events

Client Portfolio Manager Resume Examples & Samples

Partners with IVZ distribution teams to win and retain assets under management
Represents the investment team and its capabilities to existing clients & consultants
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
Utilizes analytical tools to develop portfolio and performance analytics and provide value-added insights
Knowledgeable and conversant on global markets and key investment management industry trends
Excellent client-facing and business management skills
Strong interpersonal and relationship building skills necessary to communicate with a variety of individuals within the organization - compliance, legal, IT, operations, finance, risk management
Minimum of 10-years of asset management/financial services experience
College degree required, graduate degree preferred
High level of integrity and a team-first attitude
Capable of building trust with a wide spectrum of professionals and personalities
Ability to successfully integrate into a well-established team
Self-motivated, high intellectual curiosity
Effectives coaches and mentors as appropriate

Client Portfolio Manager High Yield Resume Examples & Samples

This Client Portfolio Management (CPM) role represents the High Yield investment team internally with business partners and externally with clients, prospects and consultants
Internal business partners include all of the investment teams, institutional sales and client service, consultant relations, product, marketing, intermediary sales, national accounts, and others
This role is viewed as a Portfolio Manager proxy, who can explain the team’s investment philosophy, process, strategy and performance
Provides written and verbal updates on the fixed income and high yield markets, including fundamentals, market technicals, and credit conditions
In addition, the HY CPM will interact with sales and client service to assist in other aspects of the sales process and to support existing clients
10+ years in the financial services industry
Fixed income background, with high yield investment experience
Technical expertise on credit metrics, data sources, etc
Strong communication and client facing skills
Demonstrated ability to work in a fast paced environment with investment professionals and business partners

Senior Client Portfolio Manager Resume Examples & Samples

Interact effectively with clients: Must have a high degree of credibility within the Firm and its customers. The SCPM must possess the communication talent to deliver a consistent investment message to our sales professionals and clients throughout all Invesco distribution channels
Will interact with all Invesco Ltd’s channels of distribution: Spend time with the Invesco Retail, Retirement & Insurance, Institutional Business Development and National Accounts client representatives and their large clients (retail and institutional consultants/gatekeepers, financial advisors, RIAs)
SCPMs will also work with Invesco Ltd’s other distribution channels which include Invesco Institutional and IVZ’s foreign channels
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
SCPMs are expected to cover the majority of client meetings, thereby allowing portfolio managers to stay focused on managing the portfolios
Invesco puts high priority on doing what is best for clients. Making sure that sales representatives & clients are selling the products for the right reasons is paramount. SCPMs must ensure that sales representatives and clients understand the products and how they fit into a diversified investment portfolio
Manage non-investment functions: Working in conjunction with PM’s, Product Managers, Sales and many others, the SCPM is responsible for managing the various non-investment functions of the investment teams. SCPMs have significant input with respect to the marketing plans for their respective investment disciplines. Each SCPM is partnered with one or more Product Managers who do much of the data gathering work. This includes handling requests for information, helping to collect data & research and competitive analysis
Serve as advisor to the Portfolio Managers: The SCPM must earn the respect and trust of the investment teams in order to provide meaningful counsel on non-investment matters. 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
Business Development: The SCPM must be the primary driver behind the development and financial success of the business line. They must have a keen understanding and be able to deliver financial success in terms of AUM growth. They will be an integral part of creating the value proposition of the business line and be able to effectively communicate it to our internal constituents and our external clients
This is a highly visible role within the company and is absolutely key to the success of the firm
Requires a minimum of 25% travel
Must have at least 20 years of financial services industry experience
Clear commitment to Invesco’s culture, values and approach. In particular, sharing Invesco’s passion for its clients’ success and demonstrating a highly collegiate nature
Initiatives to build a performance oriented fixed income capability in a competitive market place
Effective interpersonal skills necessary to effectively manage and influence behaviors both within the team and organization-wide

Client Portfolio Manager Resume Examples & Samples

Continued commercialization of the currency & asset allocation business, helping execute the strategic growth plan, in alignment with CAM’s corporate strategy
Act as the client-facing portfolio manager
Collaboratively work with clients, prospective clients and consultants to help build client investment solutions, in conjunction with PM&R and Product Development teams
Effectively communicate portfolio investment strategy, portfolio positioning and portfolio changes to clients, consultants, prospects, media and marketplace
Determine technical content for currency and asset allocation RFP’s
Provide comprehensive intelligence of competitive landscape of currency and asset allocation asset classes, including: competitor solutions, investment vehicles and fees
Production and maintenance of intellectual capital for currency & asset allocation
Execute client servicing and sales processes, content, and communications practices that are best-in-class to dynamically build our franchise reputation as Thought Leaders, and expand our footprint in currency and asset allocation
Inspire colleagues through excellence with an inclusive team orientation and hands-on approach to client development and servicing and consultant relations, at all levels of detail
Partner with CAM Toronto and Montreal offices, with regular travel to clients and prospects
Be part of a high-performance, client-focused culture

Workday Client Portfolio Manager Resume Examples & Samples

At least 8 years of consulting experience, preferably implementing global enterprise HCM solutions for large, complex organizations
At least 8 years experience managing teams across business functions, with demonstrated ability to influence others outside area of direct management
At least 5 years of business development experience
At least 12 years of consulting experience, preferably implementing global enterprise HCM solutions for large, complex organizations
At least 8 years of business development experience
At least 8 years of experience with a major systems integrator and/or an enterprise software company
At least 8 years experience as a Project Management Professional with a strong background in project planning and execution, resource planning, scope control, risk and issue management, quality assurance, and other project management tools, processes, and best practices
Certified in Workday Engagement Management

Institutional Client Portfolio Manager Resume Examples & Samples

Manage 50+ client portfolios
Daily monitoring
Trade calculations
Work with Investment Policy Services and the Program Manager on the design of client risk management policies
Onboard two to three clients per month
Work closely with the Lead Client Portfolio Manager to manage an overall client book of more than 100 clients
Execute firm’s best thinking within asset allocation and manager selection
Focus on risk management as well as asset allocation decisions
Development of liability hedging portfolios and interest rate hedging strategies
10+ years of experience within both the pension and investment area
Strong background in liability driven investment (LDI) strategies
Knowledgeable of public fixed income and derivative markets
Strong understanding of pension risk management
MBA or degree(s) in finance, economics, and/or mathematics
ASA/FSA/CFA preferred
Experience with Bloomberg, Factset, Clarifi, MSCI Barra, Barclays Point, Northfield or other risk management systems a plus

Client Portfolio Manager Resume Examples & Samples

Establish new relationships and foster existing relationships with wealth management channels including Broker Dealers and Registered Investment Advisors (RIA) through proactive telephone calls, emails, arranging meetings, and conducting sales presentations
Proactively prospect clients and maintain relationships
Interface with Highland portfolio management teams and maintain an in-depth understanding of investment process and philosophy, as well as portfolio construction, positioning and risk metrics
Subject matter expert to support client relationships and build the brand. Utilize knowledge of mutual fund industry and related operational complexities
Responds and resolves client questions and queries, demonstrating thorough understanding of the issue and providing complete resolutions
Analyze complex issues and work with operations and product management to ultimately resolve
Proactively communicate with assigned clients, communicating timely information, enhancements to products and services, as well as new offerings for future sales
Develop and maintain usage and business profiles for territory's clients
Review and update client documentation proactively to ensure accurate and complete records
Maintain key contacts and identify other key individuals within territory's emerging accounts
Conduct web based meetings as appropriate, to increase responsiveness and efficiency of sales efforts
5+ years of professional experience
Bachelor's degree in Finance, Business, Marketing, Communications and/or related field from a well-regarded university
Advanced degree or designation a plus (CFA, CIMA, MBA)
A high level of professionalism and diligence
Detail and task-oriented
Strong work ethic and a team player
Must be a "self-starter" and self-motivated
Outgoing and polished
Must hold Series 7 & 63
Full product and industry training will be offered

Client Portfolio Manager Resume Examples & Samples

Overseas investment funds management – Daily investment transactions and liquidity management of overseas funds (Delegation management & Master/feeder structure)
FX transactions & FX Hedge trades within on-shore funds using FX swaps, Forwards and Futures
To present regular / irregular funds’ performance updates and outlook
To help initiate and maintain relationships with clients by providing market update and outlooks for the regions which the funds are investing
Responsible for preparing funds presentation materials, internal investment process, applicable regulatory policies and etc
To work closely with various investment desks to share their investment view points and directions of their investment and communicate with clients
University degree in Economics / Finance
Certified Investment Manager and other investment related qualifications are preferred
At least 7 years of experience on investment business
Good interpersonal skills and able to work cooperatively with all LOBs
Demonstrable proficiency with market and products especially FX and FX derivatives products
Thoroughly understands drivers of relevant markets and can explain market movements
Ability to interact comfortably with business clients and management
Self-directed, highly motivated, and able to work independently as well as work together as a team
Fluent Korean and English

VP Client Portfolio Manager Resume Examples & Samples

The position is responsible for meeting with clients, prospectus and/or intermediaries to explain the investment philosophy, process and performance of specific investment products
The incumbent will also be expected to provide updates on the overall financial market performance, economic trends and the firm’s economic outlook
The Client Portfolio Manager maintains relationships with intermediary sales, institutional sales, national accounts, compliance, finance, and other business partners
15+ years financial services experience, preferably in product development and management for assigned product line(s)
5+ years successfully leading large and complex projects
Demonstrated success influencing senior leaders across a matrixed internal environment, as well as third parties
Excellent strategic and analytical skills to solve complex problems and identify new product solutions

Client Portfolio Manager Resume Examples & Samples

Presents Great-West Investments product solutions at client, consultant, and advisor meetings in conjunction with GW Investments, Empower Retirement, and Great-West Financial Sales and Service personnel
Develops competitive analytics to support Great-West Investments’ product solutions, including detailed competitor-by-competitor profiles to help position our products opposite competitors
Supports the development of value propositions and selling strategies associated with the product offering
Works closely with marketing team to develop thought leadership and white papers
Clearly articulates investment themes, and portfolio trends, positioning, and attribution to various audiences, both external and internal
Responsible for responding to client inquiries related to the Great-West Investment Products
Attends portfolio management meetings to understand the decisions being made in the portfolios to better articulate investment thinking to clients
Prepares analytics related to requests from advisors and consultants regarding the Funds
Works closely with marketing to develop the presentation of the various investment products
Bachelor's degree in finance, economics, mathematics, or similar. Masters degree preferred
CFA charter strongly preferred
Series 6/7 and 63 required or must be able to obtain within 90 days of hire date
At least five years experience in a similar role
Demonstrable expertise in investment themes and trends, economic analysis, and manager research principles
Experience with industry-standard investment research tools including Morningstar, Lipper, or eVestment
Motivated, self-starter individual that requires limited direct supervision
Advanced proficiency in MS Office, particularly Excel and Powerpoint

Workday Client Portfolio Manager Resume Examples & Samples

At least 2 years of experience working within/supporting the Higher Education Industry
At least 5 years of experience working within/supporting the Higher Education Industry
At least 5 years of experience implementing Workday and/or other HCM or Financials solutions

Client Portfolio Manager Resume Examples & Samples

Excellent communicator both orally and in writing and deeply enjoy interaction with internal and external clients
Must have an interest and understanding of the investment industry and should be capable of helping with issues like product design, pricing, positioning, white paper and feedback to the investment and sales teams
At least 5+ years of industry or related expertise
MBA, CFA or advanced technical degree is preferred. Quantitative equity experience is a plus
Direct experience communicating investment ideas and concepts is preferred, with the ability to learn and understand the concepts of Numeric's strategies and convey that to prospects, clients, consultants and the Man distribution teams

Client Portfolio Manager Resume Examples & Samples

Serve as central point of contact for assigned sponsor(s) to coordinate multiple studies across multiple PCS US sites
Facilitate all key client-related issues by serving as an interdepartmental liaison
Identify issues and potential problems. Resolve and/or escalate issues to senior management as appropriate. Ensure communication with all stakeholders
Introduce key client specific requirements and monitor (with KPIs as appropriate) compliance to these requirements. Provide feedback to senior scientific management
Coordinate communication and knowledge-sharing between internal and external customers within PCS for areas such as client pipeline development, therapeutic classes in development and changes that may affect PCS
Understand the drug discovery and development process; identify client needs and access internal experts to meet with the client as appropriate
Inform client of new scientific areas, management or personnel changes, process changes, CR initiatives or any changes that impact the business or client relationship
Liaise with scheduling staff to identify the dates for study initiation and oversee communication with clients for rescheduling studies as needed
Ensure maximum occupancy and optimum mix for key clients with dedicated space or assigned space agreements for PCS
Coordinate and facilitate proposal and letter of authorization processes to ensure smooth and timely business process flow by working with the marketing, scientific and finance staff
Chair non-scientific client/PCS meetings
Serve as a resource for study directors
Assist Sales/Client Services staff in addressing client questions or requirements
Populate and regularly update the client requirements database
Update database with business process milestones
Education:Bachelor’s degree (B.A./B.S.) or equivalent in science, business, marketing or related discipline
Experience: 5 years related experience

Client Portfolio Manager Resume Examples & Samples

Deep understanding of currency and asset allocation strategies intended for Canadian and global clients
Undergraduate degree is required in business, finance and/or economics
Minimum of ten years portfolio management or analytical experience in the currency and asset allocation field
CFA designation is required, other designations a plus, as is OSC registration
CAIA designation is preferred
The ability to conduct business in both English and French is desirable
Business development, leadership and management experience considered an asset
A well-respected professional in Canada’s institutional business environment who understands the investment needs of corporations, pension committees members, endowments and investment consultants
Experience presenting to clients, in sales processes, and with high performance content and communication for clients, consultants and prospects
Experience in client solutions development considered an asset

Client Portfolio Manager s Assistant Resume Examples & Samples

To assist the Client Portfolio Manager (CPM) in the recruitment and retention of High Net Worth clients, through direct means as well as through intermediary channels, in order to support the achievement of business plan targets
To ensure that day-to-day client relationships are effectively managed and that all paperwork and systems are properly maintained so that client records are complete and accurate at all times
To collate and produce client reporting packs where manual intervention is necessary
To support the CPM with preparation for client and marketing meetings
Maintaining Investment process knowledge when some processes are not carried out every day
Working on a number of different tasks simultaneously and ensuring that all client management activities are completed accurately when there are conflicting priorities and a challenging workload
Maintaining a high level of attention to detail despite the distractions of working in a dynamic fast moving environment
Understanding of Financial markets, the FCA and other statutory regulations
Relevant Private Client relationship experience and industry knowledge
Some knowledge of portfolio construction and how this is influenced by clientsâ€™ tolerance for risk
Use of Microsoft Office Software packages e.g. Word, Excel and Powerpoint
Understanding of client acquisition and management in the High Net Worth space

Client Portfolio Manager Resume Examples & Samples

To respond to questions from stakeholders in a timely and effective way (internal sales team, existing and potential Clients, Consultants, banks, intermediaries), explaining AHL's investment strategy etc
To provide education and thought leadership to stakeholders; insights into AHL, insights into our market environment, to build confidence in AHL and to set us apart from our competitors
Identifying prospects and generating leads in collaboration with the Sales team
Managing and building client relationships in collaboration with the Sales team to ensure AHL exposure to Clients and prospective Clients
Present to prospective and current Clients to win new business
Monitor performance of AHL portfolio to assess and provide feedback to the CIO and Research teams in order that improvements and changes can be made
Create and distribute market and competitor information across AHL to influence the shape of the portfolio and the development of marketing material etc. to ensure our portfolio reflects that which there us a customer base for

VP Client Portfolio Manager Resume Examples & Samples

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
Collaborating with Fixed Income Client Portfolio Manager (“CPM”)/Portfolio Specialist team and portfolio managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Partnering with marketing and communications to assist in a high quality investment product content creation and distribution
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
Conducting market research and competitive analysis
Responding to internal and external client inquiries
Bachelor’s degree in Finance or related field with 8 years minimum of financial services experience, preferably in asset management or capital markets. Fixed Income experience required. MBA and/or CFA preferred
Career interest in product management, sales or investment management with good comfort interfacing with internal and/or external clients
Ability to multi-task and work in a high-paced, team-oriented environment
Team Mentality: Partnering effectively to drive our culture and execute on our common goals
Business Acumen: Appreciation and understanding of the financial services industry in order to make sound business decisions

Client Portfolio Manager Resume Examples & Samples

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
Develop a relationship with local and regional client contacts. Work with all levels of the organization to identify, analyze and solve problems and create opportunities for continuous improvement
Actively participate in industry specific professional organizations such as but not limited to ASIS
Identify client-specific Key Performance Indicators (KPI) and measure Allied Universal’s performance of these measurements to ensure acceptable monthly scorecard results
Ensure all administrative and operational functions including payroll, billing, accounts receivable, scheduling are accurate, and issues are promptly resolved
Ability to conduct in-depth audits and analysis of operational and financial controls relating to the account management. Manage and own the accounts receivable process for their customer. Lead all contract renewal, rebid and rate increase initiatives
Create and manage to an annual overhead budget. Partner with their customer on their security budget
Mentor managers within their portfolio to establish a succession plan for their portfolio
Maintain confidentiality of all information and data
Provide annual business reviews to client contacts
Bachelor's degree in Business Administration or Criminal Justice preferred
Minimum 5 years of security management experience
CB-SE

Fixed Income Client Portfolio Manager Resume Examples & Samples

Performing as an advocate and representative of Voya’s Fixed Income Investment team among internal and external clients
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
Ongoing project coordination with all parts of the organization including portfolio management, product management, marketing, legal and compliance teams
Servicing internal and external client needs including market research, competitive analysis, portfolio analytics as well as product positioning and training
Bachelor’s degree in Finance or related field with 10 years minimum of fixed income experience in a client portfolio management role. Prior portfolio management experience desirable. MBA and/or CFA preferred
Ability to credibly articulate investment and capital market content to various client audiences
Excellent verbal and written communications skills with attention to detail
Strong interpersonal skills with ability to engage with many individuals throughout the organization

Client Portfolio Manager Resume Examples & Samples

Act as the primary investment-related point of contact for a short list of strategic accounts
Build strong relationships with existing client base, ensuring a high level of customer satisfaction and loyalty
Collaborate with Morningstar Investment Management Sales, Account Management and Product Management on the account plans: including objectives, strategy and roles
Communicate with clients regarding investment strategies, objectives, process and respond to performance, holding and trading inquiries
Demonstrate superior client service, presentation, and consultative account management skills
Collaborate with internal investment, product management, marketing, and operations teams to resolve client issues
Gain a deep knowledge of Morningstar Investment Management products and keep up to date with industry news, trends, and events
Share client and prospect intelligence internally to support business development
Attend client and industry conferences and Investment Committee meetings as required
Perform other duties as necessary from time to time