Client Portfolio Manager (Equities)

Janus Henderson Group; Sydney; Hybrid; AUD 180,000 - 280,000; Full time

Benefits offered by this job

Hybrid working arrangements

Health & wellbeing benefits

Volunteer time off

Professional development support

Diversity & inclusion programs

Family leave benefits

Mindfulness resources (Headspace)

Company events & networking

Lunch allowance at onsite canteen

Job summary

Janus Henderson Investors is seeking a senior client-focused portfolio investment leader to grow equity strategies through proactive client engagement and collaboration with sales and product teams.

You will drive the commercial success of products, align investment strategies with client guidelines, and lead RFP reviews for major opportunities while representing the firm at conferences and industry panels.

Qualifications

• Degree in finance, business, economics or equivalent required.
• 10+ years equity or fixed income investment experience in client-facing roles.
• Extensive knowledge of relevant sector/product/instruments.
• Strong knowledge of macro and market trends to articulate strategy.
• Ability to interpret data related to portfolio attribution, contribution and risk measures.
• Strong commercial instincts and executive presence for internal/external stakeholders.
• Proven ability to write and report for diverse audiences; influence across teams.
• Track record of partnering with sales, product, PM, marketing and leadership to drive outcomes.
• Agility to adapt in changing environments and propose innovative client solutions.
• Team-oriented with collaboration across functions; willingness to travel.

Responsibilities

• Grow Janus Henderson’s equity strategies through proactive client engagement.
• Drive commercial success of products through business plan ownership and execution.
• Collaborate with CPM leadership to set long-term goals and targets.
• Advocate for Portfolio Managers and articulate team philosophy and performance.
• Participate in investment discussions with PMs and analysts.
• Ensure investment strategy aligns with client expectations across markets.
• Support distribution strategy for new business and asset retention; lead RFP reviews.
• Contribute to product messaging and marketing collateral.
• Represent the firm at client conferences and industry panels.
• Engage with product development on future strategy and competitive positioning.
• Assist in client prospecting across geographies and channels.
• Carry out other duties as assigned.

Skills

Finance knowledge

Equity/Fixed income experience

Macro & market trends

Strategy communication

Data interpretation

Commercial instincts

Client engagement

Cross-functional collaboration

Agility

Teamwork

Travel flexibility

Bloomberg/FactSet data skills

Education

Finance/business/economics degree

CFA charter preferred

Tools

Bloomberg

FactSet

Wilshire

Zephyr

Investor Force-PSN

Callan PEP software

Job description

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A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you!

Your opportunity

• Responsible for growing Janus Henderson’s equity strategies through proactive engagement with clients, prospects, and sales teams
• Responsible for driving the commercial success of covered products through business plan ownership, completion and implementation
• Work closely with the CPM leadership to develop, articulate, and communicate longer-term business plan goals and targets to internal stakeholders
• Represent and advocate for the Portfolio Managers both within the organisation and with the external client base; display expertise in articulating team philosophy, process, performance/attribution and portfolio positioning to internal and external clients
• Participate in regular investment discussions with portfolio managers and analysts.
• Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience
• Drive distribution strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, final RFP review for custom or large opportunities, PR
• Provide investment voice in the product messaging, marketing strategy, and development of collateral material
• Represent Janus Henderson Investors (JHI) across the industry, building our reputation and brand through participation in client conferences and investment panels
• Engage with product development on future strategy of product set; including competitor analysis, fees and positioning
• Assist in client prospecting across all geographies and Distribution channels where necessary
• Carry out other duties as assigned

What to expect when you join our firm

• Hybrid working and reasonable accommodations
• Excellent Health and Wellbeing benefits including corporate membership to ClassPass
• Paid volunteer time to step away from your desk and into the community
• Support to grow through professional development courses, tuition/qualification reimbursement and more
• All-inclusive approach to Diversity, Equity and Inclusion
• Maternal/paternal leave benefits and family services
• Complimentary subscription to Headspace – the mindfulness app
• All employee events including networking opportunities and social activities
• Lunch allowance for use within our subsidized onsite canteen

Must have skills

• Degree in a relevant subject such as finance, business, economics or equivalent work experience required
• 10+ years equity or fixed income investment experience as a client portfolio manager, investment director, research analyst, portfolio manager, strategist, or equivalent
• Extensive knowledge of relevant sector/product/instruments for the role
• Strong knowledge of macro and market trends with the ability to represent strategy views
• Ability to understand data related to portfolio attribution, contribution and risk measures
• Strong commercial instincts, executive presence, presentation skills, and ability to influence across internal and external stakeholders
• Client Skills – able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently
• Track record of partnering effectively with sales, product, portfolio management, marketing, and leadership teams to drive business outcomes
• Agility – able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams
• Teamwork - ability to work cooperatively within a team environment
• Travel as needed
• Data interpretation from institutional sources including: Bloomberg, FactSet, Wilshire, Zephyr, Investor Force-PSN, Callan PEP software, etc.

Nice to have skills

• Advanced degree or CFA Charter Holder preferred

Investment areas

• Has responsibility for supporting portfolios within Equities

Supervisory responsibilities

• No

Potential for growth

• Regular training
• Continuing education courses

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.

At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you! We understand everyone has different commitments and while we can’t accommodate every flexible working request we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at [e-mail]

#LI-GL1 #LI-HYBRID

Annual Bonus Opportunity:Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.

Benefits: Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes; competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits. To learn more about our offerings please visit the Why Join Us section on the career page here .

Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.

Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee’s job functions (as determined by Janus Henderson at its sole discretion).

You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants’ past political contributions or activity may impact applicants’ eligibility for this position.

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.