Client Portfolio Manager

Nomura; Philadelphia (Philadelphia County); On-site; USD 200,000 - 260,000; Full time

Job summary

Nomura is seeking a Client Portfolio Manager to join NAM International, based in either Kansas City or Philadelphia. The role involves representing investment teams, building client relationships and communicating investment philosophies across internal teams and external clients.

The ideal candidate has 10+ years in client-facing investment roles, deep equity knowledge, and CFA/MBA is preferred, with Series 7 & 63 required or to be completed.

Qualifications

• 10+ years of experience in client portfolio management or similar client-facing investment roles.
• Deep knowledge of Emerging Markets, International/Global and Thematic strategies.
• Ability to work with multiple teams, locations and priorities.

Responsibilities

• Represent investment teams to clients and prospects, building the Nomura brand through client engagement.
• Serve as an active member of investment teams, understanding multiple teams’ approaches and views.
• Demonstrate strong investment and capital markets acumen with industry knowledge.
• Build relationships across investment teams, distribution, marketing, and other stakeholders for seamless collaboration.
• Engage with clients to explain the equity platform investment philosophy and client experience clearly.
• Support multiple strategies, focusing on domestic US equities, including market research and RFPs.

Skills

Client portfolio management

Investment acumen

Communication skills

Team collaboration

Entrepreneurial mindset

Education

CFA or MBA preferred

Tools

Series 7 & 63

Job description

Job Title: Client Portfolio Manager

Corporate Title: Executive Director

Department:Equities

Location: Overland Park, KS or Philadelphia, PA

The pay range for this position at commencement of employment is expected to be between $200,000 and $260,000 per year* (see below footnote for additional compensation and benefits information).

Company Overview

Nomura is a financial services group with an integrated global network. By connecting markets East & West, we service the needs of individuals, institutions, corporates and governments through our four business divisions: Wealth Management, Investment Management, Wholesale (Global Markets and Investment Banking) and Banking.

Driven by the insights of some 28,000 people worldwide, we put our clients at the center of everything we do, delivering unparalleled access to, from, and within Asia. For further information about Nomura, visit www.nomura.com

Aon’s Benefit Index®, Nomura’s benefits rank #1 amongst our competitors

Division Overview: NAM International

NAM International brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.

Role Description

We are seeking a highly motivated, articulate, collaborative and team-oriented Client Portfolio Manager to be part of our successful and growing teams in Kansas City or Philadelphia. Key responsibilities include:

• Representing our investment teams to clients and prospects, building the Nomura brand through client engagement, collaboration with internal teams, and a proactive approach in today’s evolving asset management landscape
• Serving as an active member of each investment team, developing a detailed understanding of multiple teams’ investment approach, portfolios, and views
• Demonstrating strong investment and capital markets acumen, and a detailed understanding of the industry
• Building strong relationships across investment teams, distribution, marketing, and other key stakeholders to ensure seamless collaboration
• Actively engaging with internal constituents and external clientele to enhance appreciation of the Equity investment platform, effectively communicating each team’s investment philosophy, process, insights, and expected client experience in a transparent manner
• Supporting multiple strategies, with a primary focus on domestic US equities, and projects including presentation material, written insights, investment commentaries, RFPs/due diligence questionnaires, market research and competitive positioning analysis while ensuring consistent messaging
• Maintaining a client-first mindset while being a key contributor to long-term business growth

Skills, Experience, Qualifications And Knowledge Required

• 10+ years of relevant experience within Client Portfolio Management or other client-facing investment roles with deep knowledge of Emerging Markets, Internation/Global and Thematic strategies
• Ability to work with multiple teams, locations and priorities
• Strong interpersonal, verbal and written communication and presentation skills
• Self-motivated, entrepreneurial, and ability to bring projects through completion
• Ability to present and communicate across different client types and audiences
• CFA or MBA preferred
• Series 7 & 63 required or immediately completed

Nomura Leadership Behaviours

• Explore Insights & Vision: Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
• Making Strategic Decisions: Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
• Inspire Entrepreneurship in People: Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
• Elevate Organizational Capability: Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
• Inclusion: Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).
• base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, and discretionary awards in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.

If hired in the U.S., employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors.

Nomura is an Equal Opportunity Employer