In this role, you’ll make an impact in the following ways:

• Independently manage a significant amount of assets within investment policy guidelines, focusing on medium to large and complex accounts/funds.
• Implement investment strategies aligned with client financial goals, risk tolerance, and applicable regulations, collaborating closely with research, strategy, and portfolio team members.
• Meet with clients and new business prospects to communicate investment strategies, discuss market performance, and review current market conditions.
• Serve on the investment committee, contributing to the development and sharing of policies and strategies that enhance business and portfolio performance.
• Evaluate investment performance regularly and make timely portfolio adjustments to meet investment objectives and allocation guidelines.
• Gather stakeholder input and leverage data to support business decisions and track key performance indicators.
• Build and refine processes that enable executive leadership to make informed decisions impacting the portfolio.
• Provide guidance to less experienced Portfolio Managers and may manage a small junior team.
• Contribute to team and firm profitability by supporting client retention and expansion through superior investment performance and client service.

To be successful in this role, we’re seeking the following:

• Bachelor’s degree or equivalent combination of education and experience required; advanced or graduate degree preferred.
• 7-10 years of total work experience preferred, with 7 or more years of investment experience preferred for candidates holding MBAs or CFAs.
• Applicable local or regional licenses and certifications as required by the business.
• Bi-lingual capabilities and an understanding of local and cultural nuances are helpful to build client trust in our global firm.