Senior Portfolio Manager
4 days ago
The Client Portfolio Manager (CPM) is a senior role at Wasatch Global Investors, working collaboratively with the investment research team and client-facing roles. The CPM will integrate with the U.S. investment team to understand portfolio investments and communicate U.S. equity investment strategies, performance, and market insights to internal and external constituents.
The CPM will play a key role in building and maintaining strong relationships with institutional and retail clients, acting as a proxy for the investment team in client and marketing meetings, and leading the aggregation, interpretation, and presentation of complex investment data to support client and fundraising interactions.
Responsibilities:
1. Client Relationship Management:
- Cultivate and nurture relationships with existing and prospective clients
- Understand their investment needs, risk tolerance, and financial goals
- Provide tailored investment client service for our equity offerings
2. Investment Communication:
- Articulate our investment philosophy, process, and performance to clients
- Conduct regular portfolio reviews and market updates
- Collaborate with sales and marketing teams to create compelling investment marketing materials, white papers, and investment insights
- Assist the research team in preparing for meetings and client engagements
3. Product Expertise:
- Gain deep understanding of Wasatch's U.S. equity funds and strategies
- Explain investment decisions, holdings, and performance drivers
- Address client inquiries and concerns promptly and professionally
4. Sales Support:
- Assist the sales team in client meetings, presentations, and RFPs
- Provide technical expertise and respond to due diligence requests
- Participate in industry conferences and events
5. Market/Investment Insights:
- Stay abreast of U.S. equity markets, economic trends, and industry developments
- Share relevant investment/market insights with clients and internal teams
- Generate strategy-level and broad equity market research that helps clients understand strategy performance and current market opportunities
Qualifications:
- Bachelor's degree in finance, economics, or related field (MBA/CFA preferred)
- Minimum of 10 years of experience in client portfolio management or related roles, e.g., equity research, equity manager research, or equity strategy
- A passion for markets and investing, solid analytical skills, intellectual curiosity, and a growth-oriented mindset
- Strong knowledge of U.S. equity markets and investment products
- Excellent communication, research, presentation, and relationship-building skills
- Success working in a team-based, collaborative environment
- Experience using Factset, Bloomberg, Barra, or similar systems
- Series 7 and 63 licenses (or willingness to obtain)
Why Wasatch Global Investors:
- A collaborative, entrepreneurial, and supportive work environment
- A commitment to active management and long-term investing
- Competitive compensation, benefits, and growth opportunities
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