VP Senior Portfolio Manager - Value Equities

VP Senior Portfolio Manager  - Value Equities

 

 

 

 A global investment management firm with nearly l/2 trillion AUM is seeking a Senior Portfolio Manager of Value Equities - the position is based in NYC and reports to the Global Head of Senior Portfolio Managers - The role  will focus initially on internal projects relating to the Value business and over timeyou'd be expected to become a key member of our Value investment team. Background: At the firm, client and consultant development and servicing is handled by the firm's Directors of Client and Consulting Relations for the institutional business. Back office functions including settlements, reconciliations, accounting, performance measurement and attribution are handled by the firm's operations group. Senior Portfolio Managers work closely with both the marketing and operation teams to ensure that client accounts are appropriately handled and that clients' are kept abreast of our views on the capital markets and our current portfolio strategy. Our centralized team of writers and desktop publishers relies heavily on the investment staff for insights on both portfolio strategy and on issues that are topical for clients. Senior Portfolio managers participate in the discussions related to the firm's investment policy decisions through participation in a variety of regular meetings. Position Specification: The Senior Portfolio Manager works with and supports our current and prospective clients and investment consultants. It is anticipated that over time this will comprise an increasing portion of the individual's time. The role that he or she plays will be to: • Provide the potential client or consultant with information and insights related to the firm's strategies and disciplines in a variety of investment services, primarily Global, International and US Value Equities. • Interpret the elements of the firm's investment processes including how the firm: - Conduct fundamental and quantitative research - Manage portfolios - Manage risk • Respond to specific questions of the potential client or their advisors or consultants. • Provide generalized knowledge and information regarding the capital markets, equities and fixed income securities. • Provide insights into value-oriented investment strategies. • Engender trust and confidence in the client. • Sell ideas and knowledge. • Provide insights on asset allocation strategies and manager structure. • Speak publicly to clients and other external audiences. • Participate in the creation of marketing and client service material. • Assist in the preparation of RFPs and RFls. The majority of the Senior Portfolio Manager's time will be spent on matters directly related to the smooth operation of our Value business. Some of the activities that may be included in this are: • A thorough review of our investment management agreements, including guidelines and fees, to highlight inconsistencies, if any • On-going liaison with operations to ensure the accurate and timely reporting of client portfolio performance • Monthly and quarterly prioritization of performance attribution by the global analytical team • An understanding of the reporting requirements of our North American client base and, in coordination with the institutional marketing and MIS groups, a greater standardization of best practices • Active participation in the investment process through either quantitative or fundamental research projects. • Participation in the development of new products and in the customization of existing products for client specific needs. • Creation and publication of white papers on matters relating to the capital markets and the pension fund industry • Oversight of the implementation of the Investment Policy Group's decisions for specific client accounts. Candidate Profile Five critical qualities that the individual must possess are: 1 A demonstrated ability in project management and in coordination across a number of multidisciplinary teams 2 Ability to work in a team-based, collegiate environment 3 Outstanding presentation/communication skills. 4 The ability to explain complex thoughts and ideas quickly and easily. 5 Excellent sales capability. In order to succeed at the firm, the individual must be bright, energetic, intellectually sophisticated, client service orientated and able to work in a team-based culture. The Senior Portfolio Manager's position can require extensive travel. The individual must be comfortable with the idea of being out of the office between 20-30% of the normal workweek.