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Wasatch Global Investors · 1 day ago

Client Portfolio Manager - U.S. Equity

Salt Lake City, UT

Full-time

Onsite

Senior Level

5+ years exp

Wasatch Global Investors is a leading independent investment management firm specializing in global small-cap, mid-cap and micro-cap equities. The U.S. Client Portfolio Manager (CPM) will work collaboratively with the investment research team to communicate U.S. equity investment strategies and maintain strong relationships with institutional and retail clients.

Asset ManagementFinancial ServicesFunding Platform

Comp. & Benefits

H1B Sponsor Likely

Responsibilities

Integrate with the U.S. investment team to understand portfolio investments and communicate U.S. equity investment strategies, performance, and market insights to internal and external constituents

Build and maintain strong relationships with institutional and retail clients

Act as a proxy for the investment team in client and marketing meetings

Lead the aggregation, interpretation, and presentation of complex investment data to support client and fundraising interactions

Qualification

Investment management experienceClient relationship managementPortfolio managementData interpretationCommunication skills

Required

Extensive experience in investment management, either directly working as a portfolio manager, analyst, or CPM, or as a decision maker at a consultant or allocator

Company

Wasatch Global Investors

Wasatch Global Investors is an investment management firm that engages in financial services such as equity funds and separate accounts.

Founded in 1975

Salt Lake City, Utah, USA

51-200 employees

https://wasatchglobal.com/

H1B Sponsorship

Wasatch Global Investors has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (1)

2021 (1)

2020 (1)