See more Collapse

Client Portfolio Manager

1 month ago

Boston, United States Eventide Asset Management Full time

Client Portfolio Manager
This position is based out of Boston, MA.
To apply for this role, send a resume and cover letter to careers@eventideinvestments.com

Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one of the leaders in values-based investing through a biblical worldview. Our principled investment framework has been recognized by the WallStreet Journal, Barrons, Investment News, Fast Company, Entrepreneur, among others.

Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments. Eventide employees work hard for the sake of others—our clients, our colleagues, and our world. Our mission is to honor God and serve our clients through investments that make the world rejoice.

Eventide is seeking to hire a Client Portfolio Manager (CPM) to serve as a liaison between the portfolio management team and the sales, distribution, and marketing teams. This will include representing the team and its investment capabilities in client meetings and across all sales channels. Reporting to a Portfolio Manager and Head of Institutional Sales, this position requires deep knowledge of global equity investing, specifically within the healthcare and technology sectors, product distribution, and must possess identifiable talent for communicating with clients.

Duties and Responsibilities

Shadow the portfolio team and be ready to skillfully represent market, risk, and portfolio positioning views, as well as investment rationale on specific holdings, with clarity. Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio positioning disclosures Partner with Eventide’s salesforce to ensure a high degree of engagement with the company’s most significant intermediaries, clients, and prospects Act as liaison between the portfolio management team, and Eventide’s sales team and clients, to ensure the team’s investment strategies are effectively represented Represent the investment strategies by maintaining a detailed understanding of the team holdings, portfolio activity, performance analytics and positioning Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio activity/positioning disclosures Cover majority of client meetings (both in-person & via phone/video) across all distribution channels and geographies Partner with Eventide’s Marketing, Sales, and Key Accounts teams to develop presentation materials, market data research, and competitive analyses Ensure that investment insights of the team are effectively delivered internally and externally via conference calls, whitepapers, videos, blogs and other media Play a critical editorial role in preparing responses to RFPs and RFIs

  Qualifications

10+ years of relevant experience in investment management preferred CFA or Master’s degree in Business, Finance, or Economics preferred CPM experience representing actively managed equity portfolios preferred FINRA Series 7 and 63 licenses or commitment to complete within 6 months Prior portfolio management or equity research experience is preferred; experience covering Biotechnology and/or Healthcare strongly preferred Ability to represent through verbal and written communication Eventide’s purpose, values, investment philosophy, investment process, and products to faith-based advisors, faith-based institutions, and broader platforms with excellence Record of success as a self-starter, capable of taking a leadership role in business execution Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment High emotional intelligence and appreciation for diversity of thought Passion for, commitment to, and alignment with Eventide’s mission, values,  and investment philosophy Demonstrates the core values of Eventide in execution of duties Demonstrates good judgment and integrity in decision making Ability to work within Eventide’s Code of Ethics Willingness to travel domestically 20-30% of the time

NOTE:  This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

 

We have other current jobs related to this field that you can find below

  • Client Portfolio Manager

    4 weeks ago

    Boston, United States Eventide Asset Management Full time

    Client Portfolio Manager This position is based out of Boston, MA. To apply for this role, send a resume and cover letter to careers@eventideinvestments.com Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon...

  • Client Portfolio Manager

    4 weeks ago

    Boston, United States CFA Institute Full time

    Client Portfolio Manager This position is based out of Boston, MA. To apply for this role, send a resume and cover letter to careers@eventideinvestments.com Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one...

  • Client Portfolio Manager

    4 days ago

    Boston, United States CFA Institute Full time

    Client Portfolio ManagerThis position is based out of Boston, MA.To apply for this role, send a resume and cover letter to careers@eventideinvestments.com Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world. Founded in 2008, Eventide has soon become one...

  • Client Portfolio Manager

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Primary relationship resource for a subset of our largest and most important existing Solutions relationships. Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support...

  • Client/ Portfolio Associate

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Client/ Portfolio Associate opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively...

  • Client/ Portfolio Associate

    4 weeks ago

    Boston, United States Fanning Personnel Full time

    Client/ Portfolio Associate opening located at a wealth management firm in BostonI’m a Senior Recruiter at Fanning- Masis. Since 1968, we have been assisting our client companies, investment firms in and around Boston, with their candidate recruitment process. This scenario has enabled us to serve as a valuable resource to an individual who may be actively...

  • Portfolio Manager

    4 weeks ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer...

  • Portfolio Manager

    4 weeks ago

    Boston, Massachusetts, United States TIAA Full time

    Portfolio ManagerThe Portfolio Manager works to optimize the investment performance of client portfolios by selecting assets that maximize return while appropriately balancing risk. This job utilizes investment and analytical expertise to build investment portfolios, manage client expectations and transactions, and achieve clients' overall investment...

  • Director Portfolio Management

    4 weeks ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firms quantitative investment strategies with the objective of maximizing portfolios transfer...

  • Director Portfolio Management

    4 weeks ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer...

  • Director Portfolio Management

    3 weeks ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer...

  • Director Portfolio Management

    4 weeks ago

    Boston, United States Arrowstreet Capital, Limited Partnership Full time

    Team DescriptionThe Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer coefficient and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action management, as...

  • Director Portfolio Management

    3 weeks ago

    Boston, United States Arrowstreet Capital, Limited Partnership Full time

    Team DescriptionThe Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer coefficient and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action management, as...

  • Portfolio Manager

    4 weeks ago

    Boston, United States Natixis Investment Managers Full time

    **Overview**: The portfolio manager will work with other members of the portfolio management team to refine and develop the portfolio management process for the direct indexing strategies offered by Natixis Investment Managers Solutions. The portfolio manager will assist in the construction and management of index-based portfolios for high net worth and...

  • Director, Portfolio Management

    1 week ago

    Boston, United States Fidelity Investments Full time

    Job Description: The Role The Director, Portfolio Management will support the Fidelity Wealth Business unit home office investment portfolio. Supporting this function requires strategic, analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work. This role will report into the...

  • Director, Portfolio Management

    1 week ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description: The Role The Director, Portfolio Management will support the Fidelity Wealth Business unit home office investment portfolio. Supporting this function requires strategic, analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work. This role will report into the...

  • Associate Portfolio Manager

    2 weeks ago

    Boston, United States Eaton Vance Full time

    ABOUT MORGAN STANLEY Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firms employees serve clients worldwide including corporations, governments, institutions and individuals. For further...

  • Associate Portfolio Manager

    1 week ago

    Boston, United States Eaton Vance Full time

    ABOUT MORGAN STANLEY If your skills, experience, and qualifications match those in this job overview, do not delay your application.Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in more than 41 countries, the Firm's...

  • Director, Portfolio Management

    2 weeks ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description: The Role The Director, Portfolio Management will support the Fidelity Wealth Business unit home office investment portfolio. Supporting this function requires strategic, analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work. This role will report into the...

  • Director, Portfolio Management

    3 weeks ago

    Boston, United States Fidelity TalentSource LLC Full time

    Job Description:The Role The Director, Portfolio Management will support the Fidelity Wealth Business unit home office investment portfolio. Supporting this function requires strategic, analytical, problem-solving, and interpersonal skills to coordinate across the Fidelity Wealth Business Unit domains and portfolio of work. This role will report into the...