Senior Equity Client Portfolio Manager Senior Equity Client Portfolio Manager …

Analytic Recruiting Inc.
in Chicago, IL, United States
Permanent, Full time
Last application, 25 Nov 21
Analytic Recruiting Inc.
in Chicago, IL, United States
Permanent, Full time
Last application, 25 Nov 21
A Chicago-based Equity Investment Manager is looking for an experienced Client Portfolio Manager. This is a role within the Equity Investment Management team where the senior CPM is expected to author original investment research as well as service, monitor, and retain existing clients, as well as drive the acquisition of new business. Equity areas to be covered span across Large Cap Growth, Large Cap Value, Mid Cap Core, Small Cap Core, All Cap Core, and ETF Strategist Models.

Candidates with strong academic backgrounds and an MBA from top schools are preferred. Experience authoring and presenting original research on subjects like investment behavior are required.


This role will require the ability to synthesize and communicate the firm's investment process and equity market conditions while building superb relationships with clients, investment counselors, and bankers. A solid understanding of the equity business and several years of related client service, marketing, or portfolio management experience is required.


Responsibilities will involve frequent face-to-face client meetings and some marketing responsibilities. The CPM will be accountable for meeting a wide array of client needs and partnering successfully with our investment team.


Key responsibilities:

  • Represent the equity investment strategy and results to senior internal partners in the distribution teams.
  • Develop and write equity investment research geared toward generating new business
  • Build and execute a strategy for growing equity portfolio sales across the country.
  • Deal with day-to-day queries raised by the regional sales teams for all equity products



• MBA from a top school is preferred

• Deep Equity market knowledge, preferably as an analyst or portfolio manager

• Excellent organizational and prioritization skills to deliver to tight deadlines

• Excellent written and numeracy skills

• Ability to relate and coordinate different teams, and develop relationships

• Ability to build rapport with portfolio management and sales teams

• Analytical and problem-solving mind

• Self-motivated with initiative


Keywords: Client Portfolio Manager, Equity Investment Strategies, Equity Research, Marketing, Sales, Business Development

Please send resumes to Jim Geiger

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