Posted 14 days ago
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**Job Summary:** Join our Asset & Wealth Management team in Salt Lake City as a Client Portfolio Management Analyst/Associate. In this role, you'll serve as a product management generalist, driving product initiatives and sales across institutional and retail clients. Key responsibilities include: - Developing and maintaining proprietary product profiles and marketing materials - Communicating Fundamental Equity teams' investment philosophy, process, and market trends to clients and distribution channels - Preparing periodic reports and assisting with Requests for Proposals (RFPs) - Coordinating updates and collaborating with internal sales and distribution channels Qualifications include: - 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management, or Sales/Marketing with an equity focus - Strong analytical and interpersonal skills, with excellent written and verbal communication - Proficiency in Microsoft Office tools (Word, Excel, PowerPoint); FactSet and/or Bloomberg experience a plus This is an excellent opportunity to grow your career in the finance industry, working with a dynamic, collaborative team in a supportive work environment.
- Compensation
- Not specified
- City
- Salt Lake City
- Country
- United States
Currency: Not specified
Full 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 firms 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.
Key Responsibilities:
- 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, process, product positioning and current market trends to internal and external clients
- Formulate and express investment views, field client questions on managers and fund investments, and outline investment thesis and market outlook
- Prepare monthly and quarterly reports for clients and internal reporting across distribution channels
- Coordinate communication and platform wide updates with internal sales and distribution channels (Private Wealth Management, Third Party Distribution, Institutional Sales) regarding managers and Funds.
- Develop knowledge of industry trends, competitive landscape, and investment teams capabilities to facilitate improved client experience
- Assist with the completion of Requests for Proposals and other ad hoc projects for senior leadership
Qualifications:
- 1+ years of experience in Equity Research, Investment Management, Product Management, Client Portfolio Management or Sales/Marketing with a focus on Equities, or any Equity related background
- Strong analytical and interpersonal skills
- Excellent communication skills, both written and verbal
- Must be detail oriented, motivated, and hard working
- Knowledge and understanding of Microsoft Office tools (Word, Excel, Power Point) is highly preferred
- FactSet and/or Bloomberg experience is a plus
