Vice President – Portfolio Specialist, National Accounts recruitment
The person will partner with the National Accounts Manager to present and meet with the research analysts and “gatekeepers” in the broker dealer and supermarket channels. The emphasis of the position will be on expanding research relationships with National Account clients.
Major Responsibilities:
- Work closely with Portfolio Management and retail distribution to appropriately position the firm’s products with key distribution partners
- Meet with internal investment and research staff on a regular basis to develop their knowledge of product strategies
- Orchestrate product rollouts, marketing strategy initiatives and special projects to home office research teams (for both the broker dealer and RIA channels)
- Win allocations and retain existing allocations
- Maintain “Platform Opportunities Pipeline” for purposes of monitoring progress toward placements
- Act as expert on RIA and BD platforms (asset levels, model construction, etc.)
Qualifications
- Strong working knowledge of investment theory and practice within the institutional marketplace – particularly equity investing
- Investment knowledge of any of the following asset classes is a plus: real estate, preferred securities, real asset portfolios, and infrastructure investing.
- Working knowledge of performance attribution, style and risk characteristics, statistics and reporting.
- 5+ years experience within the investment management arena (at least 3-5 years experience focused on developing wealth management and supermarket relationships)
- Series 7 license required
- Bachelor degree (MBA a plus)
- CFA, CFP, CIMA or CAIA designation preferred
- 50% travel required
February 26, 2012
• Tags: Asset Management careers in the USA, National Accounts recruitment, Portfolio Specialist, Vice President • Posted in: Financial