Asset & Wealth Management, Quantitative Equity Solutions, Client Portfolio Manager, Associate

Job Responsibilities

• Develop subject matter expertise of QES investment strategies and portfolio management approach
• Serve as a product expert on QES investment strategies to both internal and external clients of the Division and the Firm and provide support to senior team members
• Communicate effectively with sales personnel, financial advisors and clients to develop an understanding clients’ goals and provide education of investment solutions
• Create client-specific proposals and analysis tailored to address the unique needs of individual investors
• Collaborate with teams across the division to drive the commercial success of the business
• Support advisors, salespeople, and clients to understand account lifecycle events and prepare account performance commentary
• Navigate and build relationships across the division to drive improvements to our clients' investment experience by working with compliance, legal, controllers, operations, and more
• Collaborate with our investment team, sales and marketing to create marketing collateral and determine best vehicle for delivery (webinar, blog posts, white paper, etc.)
• Take the initiative to develop solutions, materials, research, and projects independently for both internal and external clients
• Help update marketing materials on a quarterly basis
• Thrive in a fast-paced environment, balancing multiple projects in parallel while delivering high quality work

Qualifications

• Quantitative orientation; Strong financial, statistical and investment knowledge and interest
• Excellent verbal, presentation and written communication skills
• Strong interest in financial markets/ investment management, paired with a strong desire to engage with clients
• Strong multi-tasking skills, ability to work in a fast-paced environment and think clearly under pressure
• Outstanding attention to detail
• Experience and background with quantitative techniques and investment strategies would be preferable
• Organized and deadline driven
• Strong PowerPoint and Excel skills
• Ability to work in a fast-paced environment and think clearly under pressure
• Creativity and problem-solving skills
• 1-4 years of relevant work experience
• Computer programming background or experience is ideal (experience with a programming language such as C / C++, Java, Python, R, and/or Matlab)