At a Glance
- Tasks: Manage client portfolios and drive commercial success in a dynamic investment environment.
- Company: Join Janus Henderson, a leader in financial services with a mission to achieve superior outcomes.
- Benefits: Enjoy hybrid working, generous holidays, health benefits, and professional development support.
- Other info: Opportunities for mentorship, leadership development, and a vibrant company culture.
- Why this job: Make a real impact in the finance world while growing your career with a supportive team.
- Qualifications: Degree in finance or related field; equity investment experience preferred.
The predicted salary is between 60000 - 80000 € per year.
Why work for us? A career at Janus Henderson is more than a job, it’s about investing in a brighter future together. Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right. Our Values are key to driving our success, and are at the heart of everything we do:
- Clients Come First - Always
- Execution Supersedes Intention
- Together We Win
- Diversity Improves Results
- Truth Builds Trust
Your opportunity:
- Responsible for primarily covering Janus Henderson’s world class global technology portfolio management teams.
- Responsible for driving the commercial success of covered products through business plan ownership, completion and implementation.
- Responsible for appropriately delegating and resource allocating to the best commercial opportunities within the global product set.
- Work closely with the Global Head of Equity CPMs to develop, articulate, and communicate longer-term business plan goals and targets to internal stakeholders.
- Work closely with global marketing and global distribution teams to identify commercial opportunities.
- Expertly articulate team philosophy, process, performance/attribution and portfolio positioning to internal and external clients.
- Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience.
- Lead regular investment discussions with portfolio managers and analysts.
- Drive distribution strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, final RFP review for custom or large opportunities, PR.
- Externally, responsibilities will include mid to late-stage meetings, consultant engagement, client reviews and responsibility for a range of pitches and presentations.
- Interpret data and attribution analysis. Work with investment/content writers to edit investment commentaries.
- Partner with product management to perform appropriate analysis to fully understand the competitive environment and provide recommendations on product fees, minimums and competitive positioning.
- Represent a range of Equity strategies at client conferences and investment panels.
- Carry out other duties as assigned.
What to expect when you join our firm:
- Hybrid working and reasonable accommodations.
- Generous Holiday policies.
- Excellent Health and Wellbeing benefits including corporate membership to ClassPass.
- Paid volunteer time to step away from your desk and into the community.
- Support to grow through professional development courses, tuition/qualification reimbursement and more.
- Maternal/paternal leave benefits and family services.
- Complimentary subscription to Headspace – the mindfulness app.
- All employee events including networking opportunities and social activities.
- Lunch allowance for use within our subsidized onsite canteen.
Must have skills:
- Degree in a relevant subject such as finance, business, economics or equivalent work experience required.
- Significant equity investment experience as a client portfolio manager, preferably in the technology sector.
- Extensive knowledge of relevant sector/product/instruments for the role.
- Strong knowledge of macro and market trends with the ability to represent strategy views.
- Ability to understand data related to portfolio attribution, contribution and risk measures.
- Strong knowledge of investment products and competitors.
- Data interpretation from institutional sources including: Bloomberg, FactSet, Wilshire, Zephyr, Investor Force-PSN, Callan PEP software, etc.
- In depth understanding of Investment processes within the asset class / strategy.
- Excellent communication, client relationship management and sales/marketing skills.
- Perceptive and proactive by nature with strong interpersonal skills.
- Ability to work cooperatively within a team environment.
- Ability to set goals, work independently and get results.
- Ability to assimilate complex and varied market data.
- Broad knowledge of financial products.
- Experience with presentation development and delivery.
- Ability to drive ideas from concept to completion through efficient project management and execution.
- Travel as needed.
Nice to have skills:
- Advanced degree or CFA Charter Holder preferred.
Investment areas:
- Has responsibility for supporting portfolios within Equities.
Supervisory responsibilities:
- No.
Potential for growth:
- Mentoring.
- Leadership development programs.
- Regular training.
- Career development services.
- Continuing education courses.
Annual Bonus Opportunity:
Position may be eligible to receive an annual discretionary bonus award from the profit pool. The profit pool is funded based on Company profits. Individual bonuses are determined based on Company, department, team and individual performance.
Benefits:
Janus Henderson is committed to offering a comprehensive total rewards package to eligible employees that includes competitive compensation, pension/retirement plans, and various health, wellbeing and lifestyle benefits.
Equal Opportunity Employer:
Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. All applications are subject to background checks.
Client Portfolio Manager employer: LGBT Great
At Janus Henderson, we pride ourselves on being an exceptional employer that fosters a collaborative and inclusive work culture. Our commitment to employee growth is evident through our extensive professional development opportunities, generous health and wellbeing benefits, and a supportive environment that encourages work-life balance. Located in a vibrant area, we offer hybrid working options and a range of employee events, making it an ideal place for those seeking a meaningful and rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and investment sectors, especially those who know Janus Henderson. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by diving deep into Janus Henderson’s values and mission. Show us how you align with 'Clients Come First' and how you can contribute to their success. Tailor your responses to reflect our culture!
✨Tip Number 3
Practice your pitch! You’ll need to articulate your experience and how it relates to the Client Portfolio Manager role. Make sure you can confidently discuss your knowledge of equity investments and market trends.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re serious about joining our team at Janus Henderson.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Client Portfolio Manager role. Highlight your relevant experience in equity investment and technology, and don’t forget to showcase your communication skills and client relationship management expertise.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your background aligns with Janus Henderson’s mission. Be sure to mention specific experiences that demonstrate your ability to drive commercial success.
Showcase Your Analytical Skills:Since the role involves interpreting data and understanding market trends, make sure to include examples of how you've successfully analysed data in previous roles. This will show us that you can handle the analytical demands of the position.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensure it gets the attention it deserves!
How to prepare for a job interview at LGBT Great
✨Know Your Numbers
As a Client Portfolio Manager, you'll need to be comfortable with data interpretation. Brush up on your knowledge of portfolio attribution and risk measures. Be ready to discuss how you've used data from sources like Bloomberg or FactSet in your previous roles.
✨Articulate Your Strategy
You’ll be expected to communicate investment strategies clearly. Prepare to explain your approach to aligning investment strategies with client expectations. Use specific examples from your experience to demonstrate how you’ve successfully engaged clients in the past.
✨Showcase Team Collaboration
Janus Henderson values teamwork, so highlight your ability to work cooperatively. Think of instances where you’ve collaborated with portfolio managers or marketing teams to drive commercial success. This will show that you can thrive in their team-oriented environment.
✨Prepare for Client Engagement Scenarios
Expect to discuss how you would handle client meetings and presentations. Prepare for role-play scenarios where you might need to pitch a product or respond to client queries. This will help you demonstrate your excellent communication and relationship management skills.