Client Portfolio Management Associate

  • Competitive
  • London, England, United Kingdom
  • Permanent, Full time
  • Axa Investment Managers - Emplois
  • 12 Oct 17 2017-10-12

Rosenberg Client Portfolio Mangers (CPM) is the portfolio manager interface with prospects, clients and consultants. The role of the Client Portfolio Manager Associate is to support the CPM team in its core responsibilities of providing first class service to our existing clients as well as developing new business opportunities.

We are an active, long-term, global, multi-asset investor focused on enabling more people to harness the power of investing to meet their financial goals. By combining investment insight and innovation with robust risk management we have become one of the largest asset managers in Europe, managing €717bn in assets as of the end of 2016. We employ about 2,400 people around the world and operate out of 22 countries.
We are proud to foster a high-performance culture, which means that we seek to recruit and retain people who are not only technically-skilled but also globally-minded, innovative and able to leverage their unique perspectives and life experiences to support our success as a company.

Rosenberg Client Portfolio Mangers (CPM) is the portfolio manager interface with prospects, clients and consultants. The role of the Client Portfolio Manager Associate is to support the CPM team in its core responsibilities of providing first class service to our existing clients as well as developing new business opportunities.

Key Accountabilities

Client retention :

- Prepare fund manager commentaries
- Respond to DDQs as well as adhoc questions related to the Rosenberg investment strategies
- Analyse performance of markets and Rosenberg investment strategies , present and articulate them clearly (internally and externally)
- Support client portfolio managers in preparing for investment review meetings

Support new business development :

- Support client group teams with information and guidance on Rosenberg strategies.
- Support client portfolio managers and other Rosenberg client facing persons when resenting our investment capabilities to consultants & prospect
- Contribute to the CPM team’s efforts to improve investment content material (RFP and marketing material)

Role Requirements

Education / Qualifications

- Degree in finance, economics or other related discipline
- CFA Charter or intention to obtain CFA charter (or equivalent) desirable

Experience

- 3 years of experience in asset management, ideally including experience in equities

Knowledge and Skills

- Investment writing experience. Candidate should have an aptitude and enthusiasm for effective written communication and a strong command of the English language.
- Confident, resourceful in using technology including market data and portfolio analytics/attribution tools
- Proven ability to work with a range of internal stakeholders such as Product Specialists and sales/marketing colleagues
- Rigorous attention to detail
- Excellent communication and presentation skills