Senior Client Portfolio Manager Equities

Overview

The Senior Equity Client Portfolio Manager (CPM) works collaboratively with the fundamental equity portfolio management and research teams across the market cap spectrum to communicate the process and performance to internal and external constituencies. The CPM will build and maintain strong relationships with our institutional and intermediary distribution teams, as well as prospects and clients. The CPM will have responsibility over the aggregation, interpretation and presentation of investment processes and returns, acting as a proxy for the investment teams in client/prospect meetings. The role will be embedded with the investment team, reporting to the Chief Investment Officer (CIO) of Equities, leading internal and external communication for the Large/All Cap teams in Cincinnati, OH and a Small Cap team in Albany, NY.

Responsibilities

What you will do:

• Develop and maintain a deep understanding of Fort Washington’s equity strategies.
• Lead communication of FWIA equity strategies in client meetings, presentations, RFP and due diligence requests.
• Own investment marketing materials, white papers, and investment insights, collaborating with sales and marketing teams to create compelling content/presentations. Provide perspective and updates (investment strategy positioning and performance context, voice, and messaging) to internal business partners and others responsible for producing and delivering content to internal and external audiences. Work with marketing/client service to maintain content for equity strategies (RFPs, pitchbooks, client review materials).
• Articulate our investment philosophy, process, and performance to clients/prospects. Attend client meetings and represent the Portfolio Manager as the strategy expert and proxy. Attend prospect presentations and consultant meetings as the asset class or strategy expert (and proxy for the PM). Answer client servicing/sales-related questions, articulate investment team views, and respond to performance and other investment-related issues.
• Conduct regular portfolio reviews and market updates, including proprietary analysis by the CPM of relevant trends.
• Understand and clearly articulate investment decisions, holdings, and performance drivers.
• Prepare the portfolio management teams for meetings & client engagements. Assess industry trends and the competitive landscape for specific strategies/distribution channels, and develop defensive/offensive product positioning points for marketing and business development process for institutional strategies. Lead effort to create collateral with investment team based on current market trends, portfolio positioning, investment themes being implemented, or any other relevant topics.
• Perform other duties as assigned.
• Comply with all policies and standards.

Qualifications

• Bachelor's Degree in finance, economics, or related field required.
• Master's Degree MBA and/or CFA preferred.
• Typically will have 10+ years of experience in client portfolio management or related roles (equity portfolio manager, equity manager research or equity research).
• Extensive experience in investment management, either directly working as a portfolio manager or CPM, or as an institutional investment consultant/allocator, with skills and experience aiding in AUM growth and retention of business.
• Strong knowledge of U.S. equity markets and investment products demonstrated through knowledge of markets, portfolio theory, and strategies for keeping abreast of financial trends.
• Excellent communication, research, presentation, and relationship-building skills.
• Success working in a team-based, collaborative environment.
• Demonstrated experience using Factset, Bloomberg, or similar systems.

Work Setting/Position Demands:

• Works in an office setting and remains in a stationary position for long periods while working at a desk, on a computer, or with other standard office equipment.
• Requires the ability to verbally communicate and exchange accurate information with customers and associates regularly.
• Requires visual acuity to read and interpret various correspondence, procedures, reports, and forms via paper and electronic documents, visual inspection involving small defects, small parts, and/or operation of machinery; using measurement devices continuously.
• Requires the ability to prepare written correspondence, reports, and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style regularly.
• Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions.
• Performs substantial movement of wrists, hands, and fingers for continuous computer work.
• Extended hours required during peak workloads or special projects/events.

Travel Requirements:

• 30% travel; regular travel by car and plane required.