Client Portfolio Manager

Job Description

We are seeking an experienced and detail-oriented Relationship Manager to join our Global Wealth Management team. The ideal candidate will execute trades based on the Chief Investment Officer’s (CIO) directions, conduct due diligence on potential fund investments, monitor current investments, create impactful presentation materials, and maintain strong client relationships. Fluency in Spanish or Portuguese are a big plus for this role, as you will focus largely on Latin American based clients.

Key Responsibilities:

1. Portfolio Management:
   • Help oversee and manage multi-asset portfolios catered to US Offshore clients, ensuring alignment with investment strategies and client objectives.
   • Execute trades based on CIO instructions, ensuring precision and timeliness.
   • Monitor portfolio performance and make adjustments as necessary to optimize returns and manage risk.
2. Due Diligence and Monitoring:
   • Conduct comprehensive due diligence on potential fund investments, including evaluating fund performance, risk factors, and alignment with investment goals.
   • Continuously monitor current investments to ensure they meet performance expectations and adhere to investment guidelines.
   • Prepare detailed reports on due diligence findings and ongoing investment performance for review by the investment team and board committees.
3. Client Engagement:
   • Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored investment advice.
   • Meet with clients regularly to review portfolio performance, discuss strategies, and address any concerns or questions.
   • Serve as the primary point of contact for client inquiries, providing exceptional service and support.
4. Presentation and Reporting:
   • Create comprehensive and visually appealing presentation materials for client meetings, showcasing portfolio performance, market insights, and investment strategies.
   • Prepare detailed reports and documentation to support investment decisions and client communications.
5. Collaboration and Style:
   • Work closely with the CIO and other team members to develop and implement investment strategies.
   • Ensure accuracy and attention to detail in all aspects of work, from trade execution to client reporting.
   • Maintain meticulous records and documentation to support compliance and audit requirements.

#LI-Hybrid

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Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field; advanced degree or relevant certifications (e.g., CFA) preferred.
• Minimum of 5 years of experience in portfolio management, investment analysis, or a related field.
• Proficiency in Spanish or Portuguese.
• Strong understanding of US Offshore multi-asset portfolio management and trading.
• Proven experience in conducting due diligence on fund investments and ongoing investment monitoring.
• Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.
• Proficiency in financial software and tools, such as Bloomberg, Excel, Addepar, Morningstar, and portfolio management systems.
• High attention to detail and accuracy in managing and reporting financial data.
• Ability to work independently and collaboratively in a fast-paced, dynamic environment.
• Series 7 registration.