Asset & Wealth Management, Quantitative Equity Solutions - Client Portfolio Management, Vice President
$125,000–$290,000 year
On-siteNew York, United States or New York City, New York, United States
Job Summary
Drive commercial outcomes through client engagement, including meetings and conference presentations, while serving as the product expert for QES investment strategies to internal and external stakeholders. Create custom client proposals that combine investment products to meet individual investor goals, acting as the primary point of contact for Sales, Advisor, and Client inquiries. Collaborate with portfolio managers and researchers to identify new products, conduct competitive and market analyses, and develop thought leadership content on the investment landscape. Build strong working relationships with Asset Management teams to gain investment insights for marketing collateral and deliver bespoke solutions for High Net Worth, Institutional, and Retail clients.
Required Qualifications
- 5+ years of relevant work experience
- Experience in a client facing role working with financial advisors and HNW clients
- Strong financial, statistical and investment knowledge and interest
- Excellent technical and quantitative skills
- Excellent verbal, presentation and written communication skills
- Strong industry knowledge and commercial instinct
- Strong familiarity with various investment structures and instruments including separate accounts, ETFs, and/or options
- Outstanding attention to detail
- Thrives in a team-oriented and collaborative environment
- Proactive, organized and results driven
- Strong PowerPoint and Excel skills
- Ability to work in a fast-paced environment and think clearly under pressure
- Creativity and problem-solving skills
- Willingness to travel for client engagement opportunities
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