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Client Portfolio Manager

3 months ago

Chicago, United States V-Square Quantitative Management LLC Full time

Position: Client Portfolio Manager

Term: Full-time

Location: Chicago

 

About V-Square Quantitative Management


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 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 is a rapidly growing global investment management firm, is currently seeking a Client Portfolio Manager within its Client Group. The individual will be responsible for new business development for V-Square within the institutional Marketplace, 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 and intermediary’s asset management marketplaces.


Role and responsibilities:

Key requirements of the position include: 

·      Ensure high quality engagement with clients and prospects. Maintain an indepth 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 and consultant relationship and database.

·      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. CFA Designation preferred.

·      Strong analytical skills.

·      Self‐starter.

·      Strong time management and organizational skills.

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

·      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 meeting travel.

·      BA/BS degree required.

 

Educational Requirements:


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


To apply for the position please email us at hr@vsqm.com.


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