Client Portfolio Manager

3 months ago

Chicago, United States V-Square Full time

About V-Square Quantitative Management

V-Square Quantitative Management (V-Square) V-Square Quantitative Management LLC (“V-Square”) is a global asset manager with thematic and differentiated capabilities. V-Square specializes in developing and managing innovative thematic, customized passive and factor-based funds and portfolios, and takes a long-term view; seeking to deliver a new vector of change in the way we generate investment returns for investors in alternative asset classes, core equity and fixed income. We take pride involving investors in our disciplined iterative process to align desired investment objectives within a rigorous risk-controlled framework.

A subsidiary of Chicago private equity firm Valor Equity Partners (“Valor”), V-Square has a distinct approach to investing, deeply rooted in academic research, overlayed with a rigorous quantitative process through both our proprietary separately managed strategies and other index strategies. In addition to its separately managed account (SMA) platform, V-Square also offers cash management solutions.

V-Square has developed a strong reputation for innovation, excellence, teamwork, and camaraderie.

Our company's culture built on strong values is striving to attract high caliber investment professionals, who can embody our PHD values (Passion, Humility and Dedication) to serve our clients and create better value for longer. At V-Square, we all progress together in V-Formation, fueling on each other expertise, curiosity, and energy.


Position summary

V-Square Quantitative Management (V-Square), a rapidly growing global investment management firm, is currently seeking a Client Portfolio Manager within its Client Group (CG). The individual will be responsible for new business development for V-Square within the institutional and intermediaries Marketplace in the US regions, with a goal of growing assets within this segment. The selected candidate will be an exceptional communicator, will maintain/develop technical expertise in quantitative finance and thematic investing, as well as a deep knowledge of the institutional asset management marketplace.

Role and responsibilities:

Key requirements of the position include: 

• Ensure high quality engagement with clients and prospects. 

• Maintain an in-depth understanding of the firm’s Factor, Passive, and thematic offerings with

awareness of tax management. 

• Work with our Research, Performance, Technology, Compliance, and Creative Services teams to 

develop presentation materials and strategy commentary. 

• Own the RFP’s/RFI’s process.

• Outstanding presentation and communication skills, particularly via phone/video.

• Exceptional client service/relationship building skills and demeanor. Experience working with data for primary research.

• Superior work ethic.

• Ability to multi‐task.

• Intellectual curiosity and passion for financial markets.

• Strong analytical skills.

• Self‐starter.

• Strong time management and organizational skills.

• Own, define and execute V-Square’s distribution strategy for the U.S. Territory, including proposing ideas for new products and amending existing product line and working with senior management on distribution strategies.

• Effective independent contributor with positive attitude and ability to drive initiatives independently.

• Self-starter that will excel and thrive in a dynamic and entrepreneurial team environment.

• High energy, motivated individual with commitment to excellence.

• Champion a consistent adoption of Salesforce as a key tool for measuring the success of our distribution effort.

 • Minimum of 5 years direct product sales and/or management experience with an asset manager, a consultant or wealth manager.

 • Regular domestic client travel.

 • BA/BS degree required.

 • CFA Designation.

 Educational Requirements:

The candidate must hold a bachelor’s degree with a demonstrated record of superior academic performance.

Consistent with our values, V-Square Quantitative Management is an equal opportunity employer.

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