The Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental equity portfolio management and research teams across the market cap spectrum to communicate the process and performance to internal and external constituencies. The CPM will build and maintain strong relationships with our institutional and intermediary distribution teams, as well as prospects and clients. The CPM will have responsibility over the aggregation, interpretation and presentation of investment processes and returns, acting as a proxy for the investment teams in client/prospect meetings. The role will be embedded with the investment team, reporting to the Chief Investment Officer (CIO) of Equities, and will support Large/All Cap teams in Cincinnati, OH and a Small Cap team in Albany, NY.
What you will do:
- Develop a deep understanding of Fort Washington's equity strategies.
- Assist the sales team in client meetings, presentations, RFP and due diligence requests.
- Collaborate with sales and marketing teams to create compelling investment marketing materials, white papers and investment insights. Provide perspective and updates (investment strategy positioning and performance context, voice, and messaging) to internal business partners and others responsible for producing and delivering content to internal and external audiences. Own and work with marketing/client service to maintain content for equity strategies (RFPs, pitchbooks, client review materials).
- Proficiently articulate our investment philosophy, process, and performance to clients/prospects. Attend client meetings and represent the Portfolio Manager as the strategy expert and proxy. Attend prospect presentations and consultant meetings as the asset class or strategy expert (and proxy for the PM). Answer client servicing/sales-related questions, articulate investment team views and respond to performance and other investment-related issues.
- Conduct regular portfolio reviews and market updates.
- Understand and clearly articulate investment decisions, holdings, and performance drivers.
- Assist the portfolio management teams in preparing for meetings & client engagements. Assess industry trends and the competitive landscape for specific strategies/distribution channels, and develop defensive/offensive product positioning points to be used in marketing and business development process for institutional strategies. Lead effort to create collateral with investment team based on current market trends, portfolio positioning, investment themes being implemented or any other relevant topics.
- Perform other duties as assigned.
- Comply with all policies and standards.
- A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager or CPM, or as an institutional investment consultant/allocator. These demonstrated skills and experience will have significantly aided in AUM growth and retention of business.
- Strong knowledge of U.S. equity markets and investment products demonstrated through knowledge of markets, portfolio theory, and strategies for keeping abreast of financial trends.
- Excellent communication, research, presentation, and relationship-building skills.
- Success working in a team-based, collaborative environment.
- Demonstrated experience using Factset, Bloomberg, or similar systems.
Work Setting/Position Demands:
Travel Requirements:
- 30% travel Regular travel by car and plane required.
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