Apply on Employer Site

GEM · 2 weeks ago

Associate Director, Client Portfolio Management

North Carolina, United States

Full-time

Hybrid

Mid, Senior Level, Lead/Staff

6+ years exp

GEM is focused on portfolio and relationship management for a select group of clients. The Associate Director will oversee client strategy, collaborate with investment teams, and ensure quality control for client deliverables while building strong relationships with clients.

Angel InvestmentFinancial ServicesImpact Investing

Work & Life Balance

Responsibilities

Act as a day-to-day resource for a group of clients, engaging actively with all constituencies, internal and external, alongside Directors and the Co-Chief Investment Officer

Collaborate with the investment team, operations, and other functional areas across the firm to understand all aspects of client portfolios

Contribute to external communication of investment results and thinking across asset classes via quarterly letters, client meetings, presentations, and other content

Stay abreast of all pertinent issues related to a select group of clients, including overall objectives, service requirements, and industry trends

Identify opportunities to leverage the firm’s capabilities to initiate projects that add value to client staff and trustees

Manage Analyst and Associate workflow

Qualification

Investment acumenTotal portfolio managementProject managementCollaboration skillsAnalytical skillsSelf-motivationCommunication skills

Required

Bachelor's degree from an accredited college or university with strong academic credentials and a record of achievement

6 – 10 years of relevant professional experience

Demonstrated investment acumen, including a strong comprehension of the principles of total portfolio management, through the CFA or equivalent work experience

Self-motivation, in particular, the capacity to take good idea from generation to execution

Ability to collaborate with internal teams to synthesize complex information and inputs