Client Portfolio Manager Associate
Within excess of $80billion in (predominantly fixed income) assets under management, we actively manage portfolios for a diversified institutional client base including corporations, charities, insurance companies, universities, central banks and supranational entities, family offices and pension plans.
As an independent investment manager, Payden Rygel is solely accountable to the interests of our clients and investment strategies are often tailored to meet the unique objectives of each client. Superior client service through complete transparency, responsiveness and access to our senior staff has been a hallmark of our success, and we remain dedicated to further developing our client service capabilities.
Payden Rygel Global Limited (PRGL), based in London, is a wholly-owned subsidiary of Payden Rygel, which is headquartered in Los Angeles. The company also has an office in Boston. PRGL is regulated by the FCA and we have a full complement of staff engaged both in investment strategy/analysis as well as client relationship management and business development. We work very closely with our Los Angeles-based parent company on a daily basis.
POSITION SUMMARY
Following the growth in our business and the increased demands on our client relationship management team, we are looking to recruit an individual with 1-3 years’ experience in a client service role, ideally with a fixed income background, to support our existing client relationship management team. The successful candidate will be based in our London office and will report to the Principal responsible for client relationships outside the United States. A secondary role will be to provide back-up support, as needed, to our specialist mutual fund administrator.
The job’s primary area of responsibility will be to assist the Client Portfolio Managers in providing superior client service to our client base. Client service tasks include assisting in the preparation of monthly and quarterly reports, producing client review meeting books and compiling presentation materials to prospective clients and consultants. In addition, the role will involve helping to respond to a broad range of client requests, queries and issues that arise routinely, including helping address operational and administrative queries. The role will involve a wide variety of activities, including the opportunity to contribute to written economic/market environment reports and a description of our investment strategies and their performance impact, involvement in all aspects of the take-on process for new clients, the monitoring of adherence to clients’ investment guidelines, and the production of reports measuring risk and counterparty exposures.
- The successful candidate will need quickly to gain familiarity with the firm’s investment management systems and with Bloomberg in order to allow the candidate to access relevant portfolio and financial data efficiently and effectively for use in client reports and presentations.
- The successful candidate will have a strong undergraduate degree and ideally will be a CFA charterholder or be working/considering working towards that qualification.
- 1-3 years’ experience serving institutional clients, ideally in a fixed income buy-side environment.
- The candidate should be highly numerate and analytical, and possess strong IT skills. An economics background would be advantageous, and a basic understanding of the workings of the bond markets preferable.
- We are interested in meeting candidates who are bright, enthusiastic and eager to learn and contribute. He/she will have strong communication skills and be prepared to discuss his/her opinions openly and cogently. The individual will be a strong team player, able to work well with people on a variety of tasks, sometimes under pressure due to tight deadlines.
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