1 of 1 Portfolio Management Jobs in Worcestershire

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 … strategies (RFPs, pitchbooks, client review materials). Articulate our investment philosophy, process, and performance to clients/prospects. Attend client meetings and represent the Portfolio Manager as the strategy expert and proxy. Attend prospect presentations and consultant meetings as the asset class or strategy expert (and proxy for the … PM). Answer client servicing/sales-related questions, articulate investment team views, and respond to performance and other investment-related issues. Conduct regular portfolio reviews and market updates, including proprietary analysis by the CPM of relevant trends. Understand and clearly articulate investment decisions, holdings, and performance drivers. Prepare More ❯