Client Portfolio Manager

4 weeks ago

Étreux, Hauts-de-France, United States LevelUP HCS Full time

LevelUP HCS is seeking a Client Portfolio Manager to join our Investment Research Group (IRG)

The IRG team is responsible for asset allocation, portfolio construction, manager selection and monitoring, risk management, and other investment-related decisions for our clients.

We are looking for a skilled Client Portfolio Manager to represent our multi-asset class investment portfolios to clients and prospects.

The ideal candidate will have experience discussing portfolios with clients across various asset classes and strong skills in synthesizing research findings, investment writing, and creative presentation content.

Key Responsibilities:

Portfolio Management Support

  • Provide investment expertise for taxable and non-taxable clients, effectively communicating our investment philosophy and portfolio approach.
  • Collaborate with the Investment Team to stay current on portfolios and communicate with clients about various managers and performance.
  • Participate in client meetings, document key takeaways, and ensure timely delivery of commitments.
  • Work with the Investment Team, CPMS, and Relationship Managers to provide analytics on client portfolios, including private equity modeling and capital gains information.
  • Monitor legacy managers or individual holdings in client portfolios that are not covered by the Investment Research Team.
  • Actively engage in investment discussions and decision-making processes.

Client Relationship Management

  • Support Relationship Managers by providing information related to the investment platform and assisting with data requests.
  • Create timely client-specific materials, reports, and thought pieces to meet client needs.
  • Draft communications for relationship teams, including summaries of key data for each manager and ad-hoc commentary (e.g., performance updates, personnel changes).
  • Assist in onboarding new client relationships as needed.
  • Help manage timely responses to client inquiries, organizing and streamlining all responses and FAQs.

Asset Allocation, Market Analysis, and Content Generation

  • Assist in developing processes to ensure client portfolios are managed according to investment policy statements.
  • Recommend rebalancing strategies when market movements impact portfolio targets.
  • Monitor and analyze portfolio exposure data for client policy portfolios.
  • Analyze market and macroeconomic developments that may influence portfolio construction.
  • Write market commentary that addresses potential risks impacting portfolios.
  • Stay informed of industry trends, investment manager updates, and macroeconomic developments that could influence portfolio construction or client communication.

Qualifications:

  • BA or equivalent; advanced degree and/or CFA/CAIA is a plus.
  • 8+ years of relevant investment-related experience.
  • A blend of investment acumen and client experience to effectively represent our multi-asset class portfolio.
  • Demonstrated ability to communicate complex investment concepts to clients.
  • Strong conceptual and critical thinking skills.
  • Excellent interpersonal skills, with the ability to build trusted relationships.
  • Outstanding written and verbal communication skills.
  • Proven ability to work collaboratively in a team environment.
  • Strong quantitative and qualitative analysis skills, including data analysis.
  • Experience managing or mentoring colleagues.
  • Familiarity with investment products and practices is a plus.
  • Proficiency in Microsoft Office products, particularly PowerPoint and Excel, is required.

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