Client Portfolio Manager

21 hours ago

New York, New York, United States Apollo Inc Full time
About the Role

Apollo Inc is seeking a highly skilled and experienced professional to join its expanding Client Portfolio Management & Innovation team (CPMI) as a Portfolio Development Specialist. This role will focus on the development of new products and distribution channels with a focus on the Credit vertical.

Key Responsibilities
  • Work directly with current/potential investors to represent Apollo's set of Credit strategies for the Global Wealth Management Solutions (GWMS) platform.
  • Help to drive strategic AUM growth for the firm's Credit strategies.
  • Collaborate with investment management professionals to understand the rationale of investments in Apollo Credit strategies.
  • Deliver content and messaging tailored to the GWMS investor base.
  • Understand and analyze market dynamics and innovate with respect to driving business development activities and strategies.
  • Utilize breadth of asset class knowledge to lead a range of client dialogues with investors.
  • Engage with the GWMS sales and National Accounts teams to continuously evolve pitch/approach to meet market dynamics.
  • Build relationships with investors to gain a thorough understanding of their internal approval processes and how new products fit in the context of their overall portfolios.
  • Actively engage with Advisor Services to maximize flows through tech partners and custodians.
  • Provide intelligence on investor sentiment and competitive landscape.
  • Travel for client meetings, conferences, and speaking engagements.
Requirements
  • 6+ years of industry experience related to Credit investing and/or Capital Markets.
  • Deep understanding of asset management, how global, diversified firms operate, and how product distribution/fundraising works, specifically in Global Wealth.
  • Experience in business development, strategy, research, and synthesis of research findings.
  • Strong ability to multi-task and pivot between research, analysis, and written communication of findings.
  • Self-starter with strong ability to think independently, strategically, and outside-the-box to generate new potential organic growth opportunities.
  • Outstanding written and oral presentation skills.
  • Ability to influence the sales process.
  • Ability to handle a dynamic, fast-paced environment with competing initiatives.
Special Skills Required

Proficient in Microsoft Excel, Word, PowerPoint, and Outlook.

About Apollo Inc

Apollo Inc is a high-growth, global alternative asset manager. We seek to provide our clients with excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity.

Our Purpose & Core Values
  • We strive to be the leading provider of retirement income solutions to institutions, companies, and individuals.
  • We are committed to helping companies build stronger businesses.
  • We are building a unique firm of extraordinary colleagues who outperform expectations, challenge convention, champion opportunity, lead responsibly, and drive collaboration.
Our Benefits

Apollo Inc relies on its people to keep it a leader in alternative investment management, and the firm's benefit programs are crafted to offer meaningful coverage for both you and your family.

  • Client Service Associate

    21 hours ago

    New York, New York, United States Invesco Full time

    About the RoleWe are seeking a highly skilled Client Service Associate to join our team at Invesco. As a Client Service Associate, you will play a critical role in providing exceptional service to our clients, ensuring their needs are met and exceeded.Key ResponsibilitiesNurture and maintain strong relationships with clients, serving as their primary point...

  • Portfolio Management Assistant

    2 weeks ago

    New York, New York, United States Schroders Full time

    About Schroders Schroders is a leading global investment management firm dedicated to helping clients achieve their financial objectives. With a workforce of approximately 5,000 professionals across six continents, we have been a trusted partner for over two centuries, continually evolving to meet the demands of a changing world. Our unwavering commitment is...

  • Portfolio Management Assistant

    2 weeks ago

    New York, New York, United States Schroders Full time

    About Schroders Schroders is a leading global investment management firm dedicated to helping clients achieve their financial objectives. With a presence in multiple countries and a workforce of approximately 5,000 professionals, we have been at the forefront of the investment industry for over two centuries, continuously evolving to meet the changing...

  • Senior Portfolio Manager

    1 day ago

    New York, New York, United States Gen II Fund Services Full time

    Job SummaryWe are seeking a highly experienced Senior Portfolio Manager to join our team at Gen II Fund Services, LLC. As a key member of our team, you will be responsible for managing a portfolio of private equity funds and providing exceptional client service.Key ResponsibilitiesLead and direct a team of portfolio managers and analysts to ensure the...

  • Portfolio Manager

    1 week ago

    New York, New York, United States LAZ Parking Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Operations to join our team at LAZ Parking. As a key member of our leadership team, you will be responsible for overseeing the financial and operational aspects of our assigned portfolio, ensuring seamless 24/7 parking management.Key ResponsibilitiesManage a portfolio of clients,...

  • Senior Portfolio Manager

    2 months ago

    New York, New York, United States Selby Jennings Full time

    A leading Hedgefund Based in Shanghai is looking for a Senior Portfolio Manager as they look to expand their global footprint and buildout a New York based office. The ideal candidate will have extensive trading experience in Global Equities and Chinese financial markets as well as a proven track record of independent research, and proprietary investment...

  • Portfolio Management Assistant

    2 weeks ago

    New York, New York, United States Schroders Full time

    About Schroders Schroders is a prominent global investment management firm dedicated to assisting institutions, intermediaries, and individuals in achieving their financial objectives and aspirations. With a workforce of approximately 5,000 across six continents, we have a rich history spanning over 200 years, continuously evolving to meet the demands of...

  • Strategic Portfolio Manager

    2 days ago

    New York, New York, United States Natixis Corporate & Investment Banking Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Portfolio Manager to join our team at Natixis Corporate & Investment Banking. As a key member of our team, you will be responsible for leading all aspects of optimization of resources for the balance sheet assets under our scope.Key ResponsibilitiesOptimizationIdentify portfolio active...

  • Financial Portfolio Manager

    1 week ago

    New York, New York, United States Stifel Financial Full time

    About the RoleStifel Financial is seeking a highly skilled Portfolio Investment Analyst to join our team. As a key member of our investment management team, you will be responsible for assisting in the management of single and multi-sector investment portfolios.Key ResponsibilitiesEstablish and maintain a comprehensive process for documenting research from...

  • Renewable Energy Portfolio Manager

    2 months ago

    New York, New York, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Project Finance Portfolio Manager

    5 days ago

    New York, New York, United States East West Bank Full time

    About the RoleThe Project Finance Portfolio Manager will be responsible for underwriting, credit monitoring, and portfolio management of a portfolio of clients where the repayment of the loan is based on cash flows generated by the project.Key ResponsibilitiesAssist Relationship Manager in underwriting and managing transactions according to the Bank's...

  • Trademark Portfolio Manager

    2 weeks ago

    New York, New York, United States Lexitas Legal Talent Outsourcing Full time

    Job SummaryLexitas Legal Talent Outsourcing is seeking a highly skilled Senior Trademark Paralegal to join our dynamic team. As a key member of our trademark and copyright group, you will be responsible for managing all aspects of national and global trademark prosecution and portfolio administration.Key ResponsibilitiesTrademark Filings and Prosecution:...

  • Assistant Portfolio Manager

    2 weeks ago

    New York, New York, United States City of New York Full time

    Position OverviewThe City of New York's Department of Environmental Protection (DEP) is dedicated to enhancing the environment and safeguarding public health for all residents by delivering high-quality drinking water, managing wastewater, and mitigating pollution. As the largest municipal water and wastewater utility in the United States, DEP employs nearly...

  • Portfolio Management Specialist

    7 days ago

    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    About the RoleWe are seeking an experienced Portfolio Management Specialist to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Portfolio Management Group, you will play a critical role in analyzing the profitability of clients, businesses, and sectors to inform the strategic direction of the bank.Key ResponsibilitiesDevelop and...

  • Equity Portfolio Manager

    3 days ago

    New York, New York, United States Caxton Associates Full time

    Job DescriptionCompany Overview:Caxton Associates is a global trading and investment firm with a rich history of managing client and proprietary capital through various hedge fund disciplines. Our primary business is to generate alpha for our clients through multiple liquid global strategies, including discretionary macro, systematic macro, emerging markets...

  • Portfolio Management Specialist

    5 days ago

    New York, New York, United States Sumitomo Mitsui Banking Corporation Full time

    About the RoleWe are seeking an experienced Portfolio Management Specialist to join our team at Sumitomo Mitsui Banking Corporation. As a key member of our Portfolio Management Group, you will play a critical role in analyzing the profitability of clients, businesses, and sectors to inform the strategic direction of the bank.Key ResponsibilitiesDevelop and...

  • Multi-Asset Portfolio Manager

    7 days ago

    New York, New York, United States Goldman Sachs Full time

    About Goldman Sachs Asset & Wealth ManagementAs a career with Goldman Sachs Asset & Wealth Management, you will have the opportunity to help clients across the globe achieve their financial goals, while you discover your own potential. As part of one of the world's leading asset managers with over $2 trillion in assets under supervision, you can expect to...

  • Commercial Loan Portfolio Manager

    2 weeks ago

    New York, New York, United States Amalgamated Bank of NY Full time

    About the PositionThe Commercial Loan Portfolio Manager plays a vital role in overseeing current lending relationships in partnership with a Commercial Banker. This role encompasses credit evaluation, financial assessment, and management of client relationships. The Portfolio Manager will collaborate closely with borrowers, internal teams, and external...

  • Private Debt Portfolio Manager

    2 weeks ago

    New York, New York, United States EXL Full time

    Job Overview:The Private Credit Strategy Lead will be responsible for developing and executing the firm's private credit strategy. This role involves identifying investment opportunities, managing private credit portfolios, and collaborating with internal and external stakeholders to drive the firm's strategic goals. The ideal candidate will have a deep...

  • Assistant Portfolio Manager

    2 weeks ago

    New York, New York, United States City of New York Full time

    Position OverviewThe City of New York's Department of Environmental Protection (DEP) is dedicated to enhancing the environment and safeguarding public health for all residents by delivering 1.1 billion gallons of premium drinking water, managing wastewater and stormwater, and mitigating air, noise, and hazardous materials pollution. As the largest combined...