Strategic Client Portfolio Manager, Custom Equity Platform

A financial services firm in New York, NY, is seeking a Client Portfolio Manager to enhance client engagement and represent investment strategies. This role demands a strong grasp of capital markets and the investment process. Candidates should have 5-8 years of experience in client-facing investment roles, with a proven ability to build relationships with advisors and gatekeepers. The firm values proactive, analytical individuals keen on team success. A Bachelor's degree is required, along with proficiency in tools like Bloomberg and Microsoft Office. Competitive salary range from $150,000 to $180,000 annually. #J-18808-Ljbffr