1 of 1 Equity Research Jobs in the Midlands

Overview The Senior Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental equity portfolio management and research teams across the market cap spectrum to communicate the process and performance to internal and external constituencies. The CPM will build and maintain strong relationships with our institutional and … OH and a Small Cap team in Albany, NY. Responsibilities What you will do: Develop and maintain a deep understanding of Fort Washington's equity strategies. Lead communication of FWIA equity strategies in client meetings, presentations, RFP and due diligence requests. Own investment marketing materials, white papers, and … partners and others responsible for producing and delivering content to internal and external audiences. Work with marketing/client service to maintain content for equity strategies (RFPs, pitchbooks, client review materials). Articulate our investment philosophy, process, and performance to clients/prospects. Attend client meetings and represent the More ❯