Client Portfolio Manager - Multi-Asset (m f x)

E Fundresearch; England; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading investment firm in the UK is looking for a Client Portfolio Manager to drive the commercial success of Multi-Asset products. This role includes engaging with global clients and stakeholders, interpreting market data, and managing client relationships. Ideal candidates will have extensive investment experience and strong communication skills. The position offers a hybrid working model and comprehensive benefits, including paid volunteer time and wellness support.

Benefits

Excellent health and wellbeing benefits

Paid volunteer time

Support for professional development

Diversity, equity, and inclusion initiatives

Maternal/paternal leave benefits

Complimentary subscription to Headspace

Employee networking and social activities

Lunch allowance for onsite canteen

Qualifications

• Significant multi-asset investment experience as a client portfolio manager, research analyst, or equivalent.
• Extensive knowledge of relevant sectors/products/instruments.
• Ability to analyze market trends and articulate strategy views.

Responsibilities

• Drive commercial success through business plan ownership and support team growth initiatives.
• Engage with Portfolio Managers to align investment strategies with client expectations.
• Develop key relationships with marketing and distribution teams.

Skills

Excellent communication

Client relationship management

Sales/marketing skills

Project management

Data interpretation

Strong interpersonal skills

Education

Degree in finance, business, economics or equivalent experience

Tools

Bloomberg

FactSet

Job description

• Responsible for covering Janus Henderson's world class Multi-Asset portfolio management team.
• Drive the commercial success of existing products through business plan ownership, completion and implementation as well as supporting the team's major growth initiatives
• Engage with a global business, as Multi-Asset team members are located in London and Denver, and client relationships exist across EMEA, U.S., and APAC.
• Work closely with Multi-Asset team leadership and internal stakeholders to develop, articulate, and communicate longer-term business plan goals and targets
• Develop key relationships and work closely with global marketing and global distribution teams to identify commercial opportunities and raise awareness of Multi-Asset solutions capabilities
• Expertly articulate team philosophy, process, performance/attribution and portfolio positioning to internal and external clients, and continue to evolve communication materials for the various strategies
• Engage with Portfolio Managers and Investment Risk to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience
• Be the main point of contact for completing RFPs within the Multi-Asset team, for both existing strategies and new customized solutions, liaising with Multi-Asset and other investment teams to integrate philosophies and investment constraints as well as with other key stakeholders such as the RFP team, Distribution, Compliance, Investment Risk
• Collaborate with Distribution to drive strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, and RFP production for custom or large opportunities
• Externally, responsibilities will include early to mid-stage client opportunity meetings and presentations, consultant engagement, client reviews and responsibility for developing and maintaining a range of pitch and presentation materials
• Interpret data and attribution analysis. Work with investment/content writers to edit investment commentaries.
• Partner with product management to perform appropriate analysis to fully understand the competitive environment and provide recommendations on product fees, minimums and competitive positioning.
• Represent a range of Multi-Asset strategies at client conferences and investment panels
• Carry out other duties as assigned
  Degree in a relevant subject such as finance, business, economics or equivalent work experience required
• Significant multi-asset investment experience as a client portfolio manager, 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 knowledge of investment products and competitors
• Data interpretation from institutional sources including: Bloomberg, FactSet, etc.
• Excellent communication, client relationship management and sales/marketing skills
• Perceptive and proactive by nature with strong interpersonal skills
• Ability to work cooperatively within a team environment
• Ability to set goals, work independently and get results
• Ability to assimilate complex and varied market data
• Broad knowledge of financial products
• Experience with presentation development and delivery
• Ability to drive ideas from concept to completion through efficient project management and execution
• Travel as needed
• Hybrid working and reasonable accommodations
  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 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
• 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