Jobs · Finance · Pennsylvania

Client Portfolio Manager

Nomura · Philadelphia, PA · 2 days ago
Finance$200k–$260k/yrFull-time

About the Role

We are seeking a highly motivated, articulate, collaborative and team-oriented Client Portfolio Manager to be part of our successful and growing teams in Kansas City or Philadelphia.

Key Responsibilities

  • Representing our investment teams to clients and prospects, building the Nomura brand through client engagement, collaboration with internal teams, and a proactive approach in today's evolving asset management landscape
  • Serving as an active member of each investment team, developing a detailed understanding of multiple teams' investment approach, portfolios, and views
  • Demonstrating strong investment and capital markets acumen, and a detailed understanding of the industry
  • Building strong relationships across investment teams, distribution, marketing, and other key stakeholders to ensure seamless collaboration
  • Actively engaging with internal constituents and external clientele to enhance appreciation of the Equity investment platform, effectively communicating each team's investment philosophy, process, insights, and expected client experience in a transparent manner
  • Supporting multiple strategies, with a primary focus on domestic US equities, and projects including presentation material, written insights, investment commentaries, RFPs/due diligence questionnaires, market research and competitive positioning analysis while ensuring consistent messaging
  • Maintaining a client-first mindset while being a key contributor to long-term business growth

Qualifications & Experience

  • 10+ years of relevant experience within Client Portfolio Management or other client-facing investment roles with deep knowledge of Emerging Markets, International/Global and Thematic strategies
  • Ability to work with multiple teams, locations and priorities
  • Strong interpersonal, verbal and written communication and presentation skills
  • Self-motivated, entrepreneurial, and ability to bring projects through completion
  • Ability to present and communicate across different client types and audiences
  • CFA or MBA preferred
  • Series 7 & 63 required or immediately completed

Pay

The pay range for this position at commencement of employment is expected to be between $200,000 and $260,000 per year. Base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards.

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