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- Tasks: Support marketing and sales teams while engaging with clients and Portfolio Managers.
- Company: Join H2O AM, a leading independent asset management firm in London.
- Benefits: Gain valuable experience in investment management and client engagement.
- Other info: Exciting opportunity for growth in a collaborative environment.
- Why this job: Be part of a dynamic team shaping innovative investment strategies.
- Qualifications: Fluency in English, strong analytical skills, and prior experience in finance.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Role Overview:
As a Client Portfolio Manager (full time role) based in London, you will be part of H2O’s distribution team, supporting both the Front Office and Sales teams. Your role will be instrumental in ensuring the seamless execution of marketing, sales communication, and investor relations functions. You will gain in-depth exposure to the firm’s investment process, acting as a key link between Portfolio Managers and clients by effectively communicating investment strategies and market views.
Key Responsibilities:
- Contribute to the development and marketing of a new fund integrating a Gen-AI-enhanced discretionary process
- Prepare and edit regular client, fund, and managed account reports, including performance reviews, attribution analysis, portfolio insights, and management commentary.
- Engage with Portfolio Managers and participate in Investment Meetings to articulate investment strategies to investors.
- Develop and enhance marketing presentations.
- Respond to client inquiries and provide tailored insights.
- Provide daily support to Sales Officers.
Location : London – UK
Contract : Full time
Required Qualifications & Skills:
- Fluency in English (both written and spoken).
- Strong analytical skills with attention to detail.
- Proficiency in Excel and PowerPoint.
- Excellent communication and presentation abilities.
- Previous 6 months-1 year experience including internships in asset management or financial markets.
This role offers a unique opportunity to work closely with Portfolio Managers, gain exposure to macro-driven investment strategies, and contribute to the firm’s growth through strategic client engagement.
If you are passionate about investment management and have a strong ability to translate complex strategies into clear, compelling narratives for clients, we encourage you to apply.
Please send your CVs to the following address: careers@h2o-am.com
About H2O AM
Founded in 2010 and with offices in Paris, Monaco, London, Geneva and Singapore, H2O AM is an independent asset management company, mainly specialising in Global Macro strategies.
Based on an investment process developed over more than thirty years and employing proprietary quantitative engineering, the team implements a discretionary investment process based on a Top-Down and Value approach.
Through relative value strategies in bonds, currencies and equities, H2O AM offers its clients the benefits of diversified alpha with assumed and controlled risk over a defined time horizon.
www.h2o-am.com
Client Portfolio Manager / Product Specialist Junior employer: H2O Asset Management
Contact Detail:
H2O Asset Management Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Portfolio Manager / Product Specialist Junior
✨Tip Number 1
Network like a pro! Reach out to people in the industry, attend events, and connect with professionals on LinkedIn. We can’t stress enough how valuable personal connections can be in landing that dream role.
✨Tip Number 2
Prepare for interviews by researching the company and its investment strategies. We recommend practising common interview questions and having your own questions ready to show your interest. It’s all about making a great impression!
✨Tip Number 3
Showcase your analytical skills! During interviews, be ready to discuss your experience with Excel and PowerPoint. We suggest bringing examples of your work or projects that highlight your abilities in these areas.
✨Tip Number 4
Don’t forget to apply through our website! We love seeing candidates who are genuinely interested in joining us. Make sure your application stands out by tailoring it to the role and showcasing your passion for investment management.
We think you need these skills to ace Client Portfolio Manager / Product Specialist Junior
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Client Portfolio Manager role. Highlight any relevant internships or projects that showcase your analytical skills and communication abilities.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about investment management and how your background makes you a great fit for the team. Keep it concise but impactful!
Showcase Your Analytical Skills: Since this role requires strong analytical skills, consider including specific examples of how you've used these skills in past experiences. Whether it's through coursework or previous roles, let us see your thought process!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way to ensure your application gets into the right hands quickly!
How to prepare for a job interview at H2O Asset Management
✨Know Your Stuff
Make sure you understand the basics of asset management and the specific investment strategies H2O AM employs. Brush up on macro-driven investment concepts and be ready to discuss how they relate to the role.
✨Showcase Your Analytical Skills
Prepare to demonstrate your analytical abilities, especially with Excel. Bring examples of how you've used data to make decisions or provide insights in previous roles or internships.
✨Practice Your Communication
Since you'll be articulating complex strategies to clients, practice explaining investment concepts in simple terms. Consider doing mock interviews with friends or mentors to refine your presentation skills.
✨Engage with Questions
Prepare thoughtful questions about H2O AM's investment process and client engagement strategies. This shows your genuine interest in the firm and helps you stand out as a proactive candidate.