Client Portfolio Manager
- Employer
- GW&K Investment Management
- Location
- Boston, Massachusetts (US)
- Salary
- Competive salary and comprehensive benefit plans
- Closing date
- Feb 14, 2019
View more
- Job Function
- Equities Research: Buy Side, Portfolio Management: Equities, Relationship Management
- Industry Sector
- Asset Management
- Certifications
- CFA Charterholder
- Employment Type
- Full Time
- Education
- Bachelors
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Job Details
Summary:
The Client Portfolio Manager is responsible for communicating the investment strategy, process and performance of the International Small Cap, Global Small Cap and Emerging Markets strategies to existing and potential clients. An extensive understanding of equity markets and demonstrated client service, sales or portfolio management experience is required.
Responsibilities:
- Participate in strategy and investment meetings and serve as an integrated part of each investment team
- Partner with the distribution teams to support client service and business development efforts across channels (institutional, advisory and private client)
- Serve as a resource to Portfolio Managers, Relationship Managers, Marketing, Client Service and Sales to build client relationships, retain assets and resolve complex client issues
- Prepare ongoing investment updates, quarterly investment commentary and client specific written requests
- Present investment process, strategy performance and equity market updates to current clients and prospects (in person and by phone) and our internal sales team
- Make finals presentations
- Participate on investment panels
- Partner with the Marketing and Sales teams to develop creative marketing materials and presentations
- Act as a resource for the Marketing team throughout the RFP process providing information and support on technical questions.
Qualifications:
- Bachelor’s degree and CFA required
- 5-10 years of related industry experience with extensive equity investment and product knowledge
- Excellent presentation and written skills
- Strong communication skills and the ability to present investment strategies to a wide range of clients
- Demonstrated sales and client relationship management skills
- Ability to analyze, interpret and effectively communicate investment concepts
- Collaborative, team oriented individual with demonstrated ability to support others
- Superb organizational skills and ability to prioritize competing demands
- Travel required
Company
Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone of our investment philosophy. Each investment strategy relies on in-depth fundamental research executed by a team of experienced investment professionals.
To keep pace with the ever-changing landscape of the investment community, we are continuously looking for individuals who can contribute to GW&K's growth.
At GW&K we believe our people are our most valuable assets. Employees thrive in a dynamic work environment that promotes growth and opportunity.
Company info
- Location
-
222 Berkeley Street
15th Floor
Boston
MA
02116
US
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