Asset & Wealth Management, XIG, Public Strategies Client Portfolio Manager, Associate, New York
$125,000–$290,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Partner with Multi-Asset Solutions' outsourced CIO business to oversee due diligence and select external investment managers for corporate pension, healthcare, endowment, foundation, and insurance client portfolios. Educate clients on public equity, fixed income, and real asset strategies, providing insights on manager selection, portfolio construction, performance, risk evaluation, and fees. Support content development for client presentations, XIG Investment Committee reviews, and Request For Proposals while addressing ad-hoc client inquiries and preparing for ongoing discussions. Collaborate with investment coverage, platform management, and Lead Portfolio Managers to enhance client service, efficiency, and research infrastructure. Requires strong communication skills and proficiency in AI, Excel, PowerPoint, and Morningstar Direct.
Required Qualifications
- Exhibit strong verbal and written communication skills
- Strong knowledge of AI, Excel, PowerPoint, and Morningstar Direct
- Strong interest in capital markets, asset management, and understanding of traditional asset classes
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