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Client Portfolio Manager - Boston, United States - CFA Institute
Description
Client Portfolio ManagerThis position is based out of Boston, MA.
To apply for this role, send a resume and cover letter to
Eventide is a pioneering asset management firm that seeks to put capital to work in businesses that advance the global common good and help change the world.
Our best-in-class culture has been awarded multiple Best Places to Work awards from the Boston Globe, Boston Business Journal and Pension and Investments.
Eventide is seeking to hire a
Client Portfolio Manager
(CPM) to serve as a liaison between the portfolio management team and the sales, distribution, and marketing teams. This will include representing the team and its investment capabilities in client meetings and across all sales channels. Reporting to a Portfolio Manager and Head of Institutional Sales, this position requires deep knowledge of global equity investing, specifically within the healthcare and technology sectors, product distribution, and must possess identifiable talent for communicating with clients.
Duties and Responsibilities
Shadow the portfolio team and be ready to skillfully represent market, risk, and portfolio positioning views, as well as investment rationale on specific holdings, with clarity.
Partner with Eventide's salesforce to ensure a high degree of engagement with the company's most significant intermediaries, clients, and prospects
Act as liaison between the portfolio management team, and Eventide's sales team and clients, to ensure the team's investment strategies are effectively represented
Represent the investment strategies by maintaining a detailed understanding of the team holdings, portfolio activity, performance analytics and positioning
Expected to have a strong understanding of and adherence to compliance framework regarding holdings and portfolio activity/positioning disclosures
Cover majority of client meetings (both in-person & via phone/video) across all distribution channels and geographies Partner with Eventide's Marketing, Sales, and Key Accounts teams to develop presentation materials, market data research, and competitive analyses
Ensure that investment insights of the team are effectively delivered internally and externally via conference calls, whitepapers, videos, blogs and other media
Play a critical editorial role in preparing responses to RFPs and RFIs
Qualifications
10+ years of relevant experience in investment management preferred
CFA or Master's degree in Business, Finance, or Economics preferred
CPM experience representing actively managed equity portfolios preferred
FINRA Series 7 and 63 licenses or commitment to complete within 6 months
Prior portfolio management or equity research experience is preferred; experience covering Biotechnology and/or Healthcare strongly preferred
Ability to represent through verbal and written communication Eventide's purpose, values, investment philosophy, investment process, and products to faith-based advisors, faith-based institutions, and broader platforms with excellence
Record of success as a self-starter, capable of taking a leadership role in business execution
Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment
High emotional intelligence and appreciation for diversity of thought
Passion for, commitment to, and alignment with Eventide's mission, values, and investment philosophy
Demonstrates the core values of Eventide in execution of duties
Demonstrates good judgment and integrity in decision making
Ability to work within Eventide's Code of Ethics
Willingness to travel domestically 20-30% of the time
NOTE:
This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.
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