Client Portfolio Manager (CPM) - Global Listed Real Assets
Role Description
We are actively seeking a highly motivated, articulate, collaborative and team-oriented Client Portfolio Manager to be part of our Global Listed Real Assets team in New York, with a primary focus on our Global Listed Infrastructure (GLI) capabilities. The successful candidate will report directly to the Senior Portfolio Manager and head of Nomura’s GLI team and will be an active member of the team, developing a detailed understanding of the GLI investable universe as well as our portfolio holdings, views, strategies and activities. This position will engage regularly with our internal constituents and, in time, external institutional clientele to enhance their understanding of our GLI offerings, effectively communicating our investment philosophy, process, insights, and investment outcomes.
- Maintain current knowledge of relevant investment vehicle structures, performance drivers, and positioning
- Act as liaison between internal and external clients and the investment team
- Translate complex investment concepts and strategies for institutional clients, intermediaries, and internal stakeholders
- Support client meetings, presentations, and ongoing relationship management activities with both internal teams and external clients
- Ensure consistent messaging and positioning of investment strategies for both internal and external audiences
- Collaborate with sales, marketing, and operations teams to align client-facing communications
- Collaborate with product development teams to assess market demand for new vehicles and support strategic planning initiatives and market expansion
- Develop and maintain presentation materials, investment commentaries, and client communications for both internal and external use
- Contribute to whitepapers and thought leadership content
Skills, experience, qualifications and knowledge required
- Bachelor’s degree in Finance, Economics, or related field
- 3-5+ years of relevant experience within Client Portfolio Management or other client-facing investment roles, preferably with knowledge of Global Equity strategies
- Strong interpersonal, verbal and written communication and presentation skills
- Exceptional skills in Morningstar Direct, Microsoft Excel and PowerPoint. Proficiency in FactSet, Bloomberg, and/or MSCI Barra is a plus
- Ability to work with large data sets to concisely analyze and report insights/findings
- CFA or advanced degree in Business, Finance, or related field
- Series 7 & 63 (preferred)
Company Overview
Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.
Division Overview
NAM InternationalThe international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.
Pay and Benefits
The pay range for this position at commencement of employment is expected to be between $120,000 and $150,000/year. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave).