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- Tasks: Support sales teams and enhance communication on European public equity funds.
- Company: Join a global boutique investment firm with a focus on active management.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth.
- Why this job: Be at the forefront of European equity strategies and make a real impact.
- Qualifications: Master's in Marketing or Finance; experience in a buy-side investment fund is essential.
- Other info: Flexible, team-oriented culture with a focus on innovation and market intelligence.
The predicted salary is between 43200 - 72000 Ā£ per year.
Our client, a Global boutique active investment firm, are looking to hire a senior client portfolio manager to represent the firms\’ European public equity products.
Mission
The European equity team is seeking a client portfolio manager to support sales teams in their client interactions and to broaden firms\’ communication on the European public equity funds.
The client portfolio manager should have an excellent understanding of European equity financials markets to communicate on these specific strategies and be able to write clear, synthetic and aesthetic presentations and marketing materials.
Responsibilities:
Directly reporting to the Head of European Equities, the core tasks are the following :
1/ Develop with lead portfolio manager relevant marketing contents about the European equity funds
- Deal with all communication and sales support related to the investment fund range
- Deliver an effective and high-quality marketing material, monitor and expand the available documentation
2/ Liaise with PM and sales team
- Act as an internal contact point for all requests for information on European equity investment strategies
- Update the funds marketing collateral in liaison with the marketing department.
- Provide an in-depth knowledge to the firms\’ sales of the technical aspects of the fund range and investment processes, performances, comparison with peers, etc.
- Work closely together with the other business units involved in fund and portfolio management (Risk, Performance Attribution, Financial Engineering, Legal, …).
- Respond to client questions and adāhoc requests (special reports, RFP).
3/ Assume key interface role with fundsā clients and actively participate in the recognition of the business unit expertise
- Give presentations and share information sessions on the firms\’ products and know-how
- Represent portfolio manager when needed in conference calls and client meetings.
4/Participate in the innovation and market intelligence
- Participate in elaboration, analysis and update of peer groups
- Maintain involvement in new product launches through support and idea generation
5/ Improve the visibility of the firms\’ European equity strategy in the media
- Leverage on existing thought leadership content produced by the team
- Establish a mapping of current and desired media presence in collaboration with the firms\’ communication team in order to broaden the footprint of the European equities strategies press coverage
Profile
– Client oriented (open and transparent communication, ability to create a partnership, trustābased relations)
– Excellent excel and power point skills are essential, analytical mind, enterprising, creative, with a strong interest in financial markets
– Previous experience in a similar role within a reputable buy-side investment fund is essential
– Team spirit, flexible and open to change / evolution
– Resistance to stress, structured and methodical
– Master Degree in Marketing or Finance
– English, spoken and written
For a discreet and confidential conversation please feel free to contact me directly on email at s.burke@integerexecutivesearch.com or on my direct line +353 1 697 8631
Client Portfolio Manager - European Equities employer: Integer Executive Search Ltd
Contact Detail:
Integer Executive Search Ltd Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Client Portfolio Manager - European Equities
āØTip Number 1
Make sure to stay updated on the latest trends and developments in the European equity markets. This knowledge will not only help you in interviews but also demonstrate your genuine interest in the role.
āØTip Number 2
Network with professionals in the investment industry, especially those who work in client portfolio management or related fields. Attend industry events or webinars to connect with potential colleagues and learn more about the firm's culture.
āØTip Number 3
Prepare to discuss specific examples of how you've successfully communicated complex financial strategies in the past. Being able to articulate your experience clearly will set you apart from other candidates.
āØTip Number 4
Familiarize yourself with the firm's existing marketing materials and thought leadership content. This will allow you to speak knowledgeably about their products and suggest innovative ideas during your interview.
We think you need these skills to ace Client Portfolio Manager - European Equities
Some tips for your application š«”
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Client Portfolio Manager position. Familiarize yourself with European equity markets and the specific strategies mentioned in the job description.
Tailor Your CV: Customize your CV to highlight relevant experience in client portfolio management, particularly within buy-side investment funds. Emphasize your analytical skills, proficiency in Excel and PowerPoint, and any previous roles that demonstrate your ability to communicate effectively with clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the European equity market and your passion for financial markets. Mention specific experiences that align with the job's requirements, such as developing marketing materials or liaising with sales teams.
Prepare for Interviews: If selected for an interview, prepare to discuss your previous experiences in detail. Be ready to provide examples of how you've successfully communicated complex financial information to clients and contributed to marketing efforts in your past roles.
How to prepare for a job interview at Integer Executive Search Ltd
āØShowcase Your Financial Acumen
Make sure to demonstrate your deep understanding of European equity financial markets. Be prepared to discuss specific strategies and how they align with the firm's products.
āØPrepare Engaging Marketing Materials
Since the role involves creating marketing content, bring examples of previous presentations or marketing materials you've developed. Highlight your ability to create clear and aesthetic documents.
āØEmphasize Client Relationship Skills
The position requires strong client-oriented communication. Share experiences where you successfully built trust-based relationships with clients and how you handled their inquiries.
āØDemonstrate Team Collaboration
Discuss your experience working with various teams, such as sales, risk, and performance attribution. Show that you can effectively liaise between departments to achieve common goals.
