Client Portfolio Manager (CPM) - Global Listed Real Assets

Nomura Holdings, Inc.; New York (NY); On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

401(k) eligibility

Medical and financial benefits

Paid time off such as vacation, sick time, parental leave

Job summary

A global investment firm in New York is looking for a Client Portfolio Manager to enhance their Global Listed Infrastructure capabilities. The role involves creating materials for internal and external stakeholders, translating investment concepts for clients, and collaborating with various teams. Qualified candidates should have a Bachelor’s in Finance, 3-5 years of relevant experience, and strong skills in investment communication. The position compensates between $120,000 - $150,000 annually, including additional benefits and bonuses.

Qualifications

• 3-5+ years of experience in client-facing investment roles.
• Ability to work with multiple teams across locations.
• Ability to succinctly analyze and report insights.

Responsibilities

• Maintain knowledge of investment vehicle structures and performance drivers.
• Liaise between internal/external clients and the investment team.
• Translate complex investment concepts for diverse audiences.
• Support client meetings and relationship management.

Skills

Client Portfolio Management

Strong interpersonal skills

Verbal and written communication

Presentation skills

Ability to analyze large data sets

Education

Bachelor’s degree in Finance or Economics

CFA or advanced degree in Business or Finance

Tools

Morningstar Direct

Microsoft Excel

PowerPoint

FactSet

Bloomberg

MSCI Barra

Job description

Corporate Title: Associate

Department: Global Listed Real Assets

Pay range: $120,000 - $150,000 per year* (additional compensation and benefits information available).

Role Description

We are actively seeking a highly motivated, articulate, collaborative and team-oriented Client Portfolio Manager to be part of our Global Listed Real Assets team in New York, with a primary focus on our Global Listed Infrastructure (GLI) capabilities. The successful candidate will report directly to the Senior Portfolio Manager and head of Nomura’s GLI team and will be an active member of the team, developing a detailed understanding of the GLI investable universe as well as our portfolio holdings, views, strategies and activities.

This position will engage regularly with our internal constituents and, in time, external institutional clientele to enhance their understanding of our GLI offerings, effectively communicating our investment philosophy, process, insights, and investment outcomes. The candidate will be responsible for creating and maintaining a variety of materials including presentations, whitepapers, attribution analyses, investment commentaries, RFPs/due diligence questionnaires, market research and competitive positioning analyses.

Key Responsibilities

• Maintain current knowledge of relevant investment vehicle structures, performance drivers, and positioning.
• Act as liaison between internal and external clients and the investment team.
• Translate complex investment concepts and strategies for institutional clients, intermediaries, and internal stakeholders.
• Support client meetings, presentations, and ongoing relationship management activities with both internal teams and external clients.
• Ensure consistent messaging and positioning of investment strategies for both internal and external audiences.
• Collaborate with sales, marketing, and operations teams to align client-facing communications.
• Collaborate with product development teams to assess market demand for new vehicles and support strategic planning initiatives and market expansion.
• Develop and maintain presentation materials, investment commentaries, and client communications for both internal and external use.
• Support RFP responses and due diligence questionnaires.
• Contribute to whitepapers and thought leadership content.

Skills, Experience, and Qualifications

• Bachelor’s degree in Finance, Economics, or related field.
• 3-5+ years of relevant experience within Client Portfolio Management or other client-facing investment roles, preferably with knowledge of Global Equity strategies.
• Ability to work with multiple teams, locations and priorities.
• Strong interpersonal, verbal and written communication and presentation skills.
• Exceptional skills in Morningstar Direct, Microsoft Excel and PowerPoint. Proficiency in FactSet, Bloomberg, and/or MSCI Barra is a plus.
• Ability to work with large data sets to concisely analyze and report insights/findings.
• CFA or advanced degree in Business, Finance, or related field.
• Series 7 & 63 (preferred).

*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, discretionary awards and eligibility for commissions for applicable sales roles 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.

Client Portfolio Manager positions in the U.S. are at‑will positions and the Company reserves the right to modify base salary and other discretionary compensation at any time.

Nomura is an Equal Opportunity Employer.