Associate Institutional Portfolio Manager

2 weeks ago

Naperville, United States Pma Financial Network Full time
Job DescriptionJob Description

Summary

The Associate Institutional Portfolio Manager (Associate IPM) is accountable for managing assigned client relationships and supporting the Institutional Portfolio Management Team. The Associate IPM will also be responsible for supporting the firm’s GIPS processes, building and reviewing pre-trade compliance rules, managing client data in Clearwater and other systems, preparing LGIP board books and other presentations, and supporting the firm’s sales staff on new client acquisition efforts as assigned by the IPM Team Lead.

Essential Functions

Client Service – Associate IPM will assist IPM Team members with a variety of functions related to the retention and growth of existing clients. Primary responsibilities include effectively and efficiently onboarding new clients and preparing meeting materials. Other responsibilities include ongoing dialogue with client and IPM Team to implement customized investment solutions, communicating with clients and IPM Team members to solve client questions, documenting client information in CRM, and ensuring investment solution is consistent and compliant with stated goals and applicable policies. Develop and support monthly client reporting.

Data Support – Coordinate with the IPM Team to ensure client data is current in all systems including the management of custom field data in Clearwater Analytics. Support internal reporting needs for management and marketing related to client / account types and assets under management. Assist with the building and review of pre-trade compliance rules in Bloomberg and Clearwater.

Marketing Support – Work closely with sales team to support new business initiatives including the analysis of new client portfolios and assisting in the completion of request for proposal (RFP) responses. Prepare materials for business finals as needed. Update quarterly fact sheets for composites and other products. Assist in development of monthly, quarterly, semi-annual, and other assigned investment commentary. Speak and attend business related conferences/events as assigned.

Portfolio Management – Work closely with IPM Team and Research PMs to ensure portfolio solution meets and/or exceeds client expectations. Articulate clear portfolio strategy to clients. Ensure portfolio is in compliance with all relevant policies and statutory requirements. Develop portfolio dashboard information monthly for review by PM team.

Performance Analysis – Assist in the support and maintenance of the firm’s GIPS processes, policies and procedures. Maintain account and composite data in all applicable systems including

Wilshire. Effectively analyze portfolio pricing and performance in support of the firm’s Pricing and GIPS Committees.

Management – Support Team Lead, IPM Team accountabilities as requested. Develop desk procedures to support IPM accountabilities including client onboarding and communication protocol.

Education and/or Experience

This position requires a four (4) year degree and prior financial services experience, with the best qualified candidates having a major in Finance and/or an MBA, along with experience in an investment advisory capacity.


Knowledge, Skills and Abilities Required

Interpersonal:

Ability to take initiative and willingness to go the extra mile for our clients

Attention to detail.

Ability to prioritize work with many conflicting deadlines

Ability to work well under pressure

Ability to collaborate and problem solve with both technology and business team members.

Communication:

Excellent English communication skills, both written and verbal


Please apply online at pmanetwork.com for immediate consideration. PMA is an equal opportunity employer. Women and people of color are strongly encouraged to apply.

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