Client Portfolio Manager

6 days ago


Austin, Texas, United States Cerity Partners Full time
Job Summary

Cerity Partners is seeking an experienced Client Portfolio Manager to join our OCIO team. As a key member of our investment team, you will be responsible for managing client relationships, providing investment advice, and delivering exceptional client service.

Key Responsibilities
  • Manage a portfolio of institutional client relationships, including endowments and foundations
  • Provide investment advice and guidance to clients, including asset allocation and portfolio construction
  • Develop and maintain strong relationships with clients, including regular communication and reporting
  • Collaborate with the OCIO team to develop and implement investment strategies
  • Prepare and deliver presentations to clients and internal stakeholders
  • Travel to client sites as needed to meet with clients and present investment strategies
Requirements
  • Minimum 10 years of experience in investment management or a related field
  • Strong understanding of investment products and strategies
  • Excellent communication and relationship-building skills
  • Ability to work in a fast-paced environment and prioritize multiple tasks
  • Strong analytical and problem-solving skills
  • Ability to travel up to 50% of the time
What We Offer
  • Competitive salary and bonus structure
  • Opportunity to work with a leading national registered wealth management and institutional consulting firm
  • Collaborative and dynamic work environment
  • Professional development opportunities

Cerity Partners is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment.


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