Asset & Wealth Management, Fundamental Equity, Client Portfolio Management, Analyst / Associate

Job description

Role Overview Fundamental Equity takes an active approach to investing by aiming to identify companies that they believe will create long-term value. The approach is based on understanding and anticipating change through forward-looking, company-specific research. Fundamental Equity is seeking to add a highly motivated professional to its Client Portfolio Management team. Client Portfolio Management (CPM) is responsible for communicating investment philosophy, process, product positioning and current market trends to clients and each of the firm’s key distribution channels globally. The Client Portfolio Manager will work with senior professionals on the Fundamental Equity team and throughout the organization to drive product initiatives, sales, and demand for Fundamental Equity products across Institutional and Retail clients. Qualifications: - Serve as a product management generalist across the Fundamental Equity platform - Development and maintenance of proprietary product profiles, pitch books and other marketing materials focused on Fundamental Equity services, products and portfolio performance - Learn and communicate the Fundamental Equity Teams’ investment philosophy, proces...