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 create brighter futures.
- Benefits: Enjoy hybrid working, generous holidays, health benefits, and professional development support.
- Other info: Opportunities for mentorship, leadership development, and career growth await you.
- Why this job: Make a real impact by helping clients achieve superior financial outcomes with innovative strategies.
- 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
If our mission, values, and purpose align with your own, we would love to hear from you!
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. Janus Henderson (including its subsidiaries) will not maintain existing or sponsor new industry registrations or licenses where not supported by an employee's job functions (as determined by Janus Henderson at its sole discretion). You should be willing to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities. Applicants' past political contributions or activity may impact applicants' eligibility for this position. You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policies applicable for your role.
Client Portfolio Manager employer: Project Management Institute
At Janus Henderson, we pride ourselves on being an exceptional employer that prioritises the growth and wellbeing of our employees. With a strong commitment to diversity, hybrid working options, and generous health benefits, we foster a collaborative work culture where your contributions are valued. Our focus on professional development, including mentorship and continuing education opportunities, ensures that you can thrive in your role as a Client Portfolio Manager while making a meaningful impact in the financial sector.
Contact Detail:
Project Management Institute Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Client Portfolio Manager
✨Tip Number 1
Network like a pro! Reach out to current employees at Janus Henderson on LinkedIn. Ask them about their experiences and any tips they might have for your application. Personal connections can make a huge difference!
✨Tip Number 2
Prepare for interviews by knowing the company inside out. Familiarise yourself with Janus Henderson's mission, values, and recent news. This shows you're genuinely interested and helps you stand out from the crowd.
✨Tip Number 3
Practice your pitch! Be ready to articulate your experience and how it aligns with the Client Portfolio Manager role. Use specific examples that highlight your skills in equity investment and client relationship management.
✨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 the team at Janus Henderson.
We think you need these skills to ace Client Portfolio Manager
Some tips for your application 🫡
Show Your Passion:When you're writing your application, let your enthusiasm for the role shine through! We want to see how your values align with ours at Janus Henderson. Make it personal and relatable.
Tailor Your CV:Don’t just send a generic CV! Highlight your relevant experience in equity investment and client portfolio management, especially in the tech sector. We love seeing how you can contribute to our mission.
Be Clear and Concise:Keep your application straightforward and to the point. Use clear language to articulate your skills and experiences. We appreciate clarity, and it helps us understand your fit for the role better.
Apply Through Our Website:Make sure to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the position. Plus, it’s super easy!
How to prepare for a job interview at Project Management Institute
✨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 in past roles to drive investment decisions or improve client outcomes.
✨Align with Their Values
Janus Henderson places a strong emphasis on their values like 'Clients Come First' and 'Together We Win'. During the interview, share examples of how you've prioritised client needs in your previous roles and how teamwork has led to successful outcomes. This will show that you resonate with their mission.
✨Articulate Your Strategy
You’ll need to communicate complex investment strategies clearly. Prepare to explain your approach to portfolio management and how it aligns with market trends. Use specific examples from your experience to illustrate your thought process and decision-making skills.
✨Prepare for Client Engagement Scenarios
Expect questions about client interactions and presentations. Think of scenarios where you've successfully engaged clients or handled difficult conversations. Practise articulating your approach to building relationships and ensuring client satisfaction, as this is crucial for the role.