Portfolio Manager – Private Market Solutions
T. Rowe Price
Institutional Client Portfolio Manager
Cerity Partners
full-time
Posted on:
Location Type: Hybrid
Location: New York City • California, Colorado, Illinois, New York • 🇺🇸 United States
Visit company websiteSalary
💰 $175,000 - $225,000 per year
Job Level
SeniorLead
About the role
- Cerity Partners Investment Office seeks an experienced Client Portfolio Manager role focusing on investment needs of endowments and foundations.
- The Client Portfolio Manager will manage institutional client relationships, supporting portfolio managers by representing them in meetings and communications.
- Responsibilities include managing client onboarding process, tactical asset allocations, and performance reporting.
- Prepare presentations for investment committee meetings and serve as primary contact for clients.
- Conduct calls/meetings with investment committees on various topics like asset allocation and investment trends.
- Collaborate with OCIO professionals for comprehensive client engagement and transition processes.
Requirements
- A minimum of ten years of previous related and relevant work experience demonstrating increased responsibility and attainment of measurable success in a similar role.
- Relevant experience can include portfolio management, investment research, investment counseling, or institutional client service.
- A thorough understanding of Cerity Partners target market for institutional services.
- The right level of gravitas, confidence, and ability to represent the firm at an executive level.
- Strong organizational skills with a commitment to follow-up.
- Exceptional communication and relationship building skills, acute commercial instincts, a strong work ethic, commercial awareness, and negotiation and influencing skills.
- A high level of energy, excellent presentation skills and a willingness to travel extensively.
- Ability to work well within a collegial but fast paced and unstructured environment.
- Possess a high level of personal integrity and a passion for achieving competitive results.
- A proven record of success in both academic and professional pursuits, and a record of advancement at prior organizations.
- Demonstrated track record of success in effectively communicating complex concepts to a wide variety of audiences.
Benefits
- Health, dental, and vision insurance – day 1!
- 401(k) savings and investment plan options with 4% match
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Opportunity to give back time to local communities
- Commuter benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio managementinvestment researchinvestment counselingtactical asset allocationsperformance reportingclient onboardingasset allocationinvestment trendspresentation skillsclient engagement
Soft skills
organizational skillscommunication skillsrelationship buildingnegotiation skillsinfluencing skillscommercial awarenesswork ethicpersonal integrityenergyadaptability
