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Fort Washington Investment Advisors, Inc. · 5 hours ago

Client Portfolio Manager

Cincinnati, OH

Full-time

Hybrid

Senior Level, Lead/Staff

10+ years exp

Fort Washington Investment Advisors, Inc. is a financial services company seeking a Senior Equity Client Portfolio Manager. This role involves collaborating with portfolio management and research teams to communicate investment processes and performance while building strong relationships with clients and prospects.

Financial Services

Hiring Manager

Kristen Wentzel

Responsibilities

Develops and maintains a deep understanding of Fort Washington’s equity strategies

Leads communication of FWIA equity strategies in client meetings, presentations, RFP and due diligence requests

Has ownership over investment marketing materials, white papers and investment insights, collaborating with sales and marketing teams to create compelling content/presentations

Provides perspective and updates (investment strategy positioning and performance context, voice, and messaging) to internal business partners and others responsible for producing and delivering content to internal and external audiences

Owns and works with marketing/client service to maintain content for equity strategies (RFPs, pitchbooks, client review materials)

Proficiently articulates our investment philosophy, process, and performance to clients/prospects

Attends client meetings and represents the Portfolio Manager as the strategy expert and proxy

Attends prospect presentations and consultant meetings as the asset class or strategy expert (and proxy for the PM)

Answers client servicing/sales-related questions, articulates investment team views and responds to performance and other investment-related issues

Conducts regular portfolio reviews and market updates, including propriety analysis by the CPM of relevant trends

Understands and can clearly articulate investment decisions, holdings, and performance drivers

Has primary responsibility for preparing the portfolio management teams for meetings & client engagements

Assesses industry trends and the competitive landscape for specific strategies/distribution channels, and develops defensive/offensive product positioning points to be used in marketing and business development process for institutional strategies

Leads effort to create collateral with investment team based on current market trends, portfolio positioning, investment themes being implemented or any other relevant topics

Performs other duties as assigned

Complies with all policies and standards

Qualification

Client portfolio managementInvestment managementU.S. equity markets knowledgeCFA certificationFactset proficiencyBloomberg proficiencyResearch skillsCommunicationPresentation skillsRelationship-building skillsTeam collaboration

Required

Bachelor's degree in finance, economics, or related field required

Typically will have 10+ years of experience in client portfolio management or related roles (equity portfolio manager, equity manager research or equity research)

A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager or CPM, or as an institutional investment consultant/allocator. These demonstrated skills and experience will have significantly aided in AUM growth and retention of business

Strong knowledge of U.S. equity markets and investment products demonstrated through know of markets, portfolio theory, and strategies for keeping abreast of financial trends

Excellent communication, research, presentation, and relationship-building skills

Success working in a team-based, collaborative environment

Demonstrated experience using Factset, Bloomberg, or similar systems

30% regular travel by car and plane required