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    Client Portfolio Manager - Boston, United States - Fanning Personnel

    Fanning Personnel
    Fanning Personnel Boston, United States

    1 week ago

    Default job background
    Description
    Primary relationship resource for a subset of our largest and most important existing Solutions relationships.
    Partner with sales to support the sales process and ongoing relationship management. This partnership will include support with the initial sales conversations (typically education), help with onboarding new relationships and then ongoing support once the client has invested with firm
    Assist advisor teams with more complicated transition situations (typically tax related).

    This work could include both the upfront analysis but then also the actual implementation where the individual would work with client service, operations, and trading to ultimately get the one or more accounts invested properly.

    Handling incoming calls and emails from advisors and the firm sales force related to separate account strategies and our process and implementation.

    Assist the portfolio management team with the onboarding of new managers who are providing model portfolios for implementation by firm
    Collaborate with portfolio management colleagues on product development projects
    Helping with ad hoc reporting

    Qualifications :

    5+ years' experience supporting investment management strategies
    Undergraduate degree. Progress towards CFA designation or desire to pursue strongly preferred
    Eloquent and persuasive communicator (verbal and written)
    Strong technology skills. Prior experience with financial technologies (FactSet, Bloomberg, Morningstar, etc.), coding and advanced Excel skills, viewed favorably
    Ability to think critically and research and analyze data
    Outstanding client service/interpersonal skills
    Demonstrated organizational skills and attention to detail
    Ability to work on multiple issues/projects simultaneously
    Required Years of Experience :

    5

    Additional Info :
    For more information, contact Lynn

    #J-18808-Ljbffr
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