Global Listed Real Assets: Client Portfolio Lead

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

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.