CPM

职位描述

WOFE Mutual Fund

Client Portfolio Managers act as representatives of our investment team. They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge. CPMs serve as a key member of our teams and with this knowledge are responsible for effectively positioning and communicating the Firm’s capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies. CPMs serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients’ assets.

•Work with assigned investment management teams on all aspects of Client Portfolio Management, including the interpretation, articulation and dissemination of key investment strategy content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies.
•Serve as primary investment management contact for clients ,engage in pertinent discussions regarding macroeconomics, markets, and products, and prepare presentations and supplementary materials to articulate external perspectives on behalf of the portfolio manager. Provide marketing and sales feedback to the portfolio managers.
•Work with the sales teams to optimize customer segmentation and category management, identify and manage high-value customers, strategic customers, and potential customers, continuously improve the level of customer service. Write and update reports and other materials, conduct customer-related research projects, answer customers' professional questions, and fill in due diligence questionnaires.
•Work with the marketing teams to develop market promotion materials, provide investment insights and market research perspectives and product materials, etc., write investor education materials, enhance customers' understanding of the company's market insights, investment strategies and product performance, and enhance the overall professional influence of the brand.
•Have in-depth research on the company's fund products, and be familiar with the fund manager's investment style, investment behavior and performance.
•Conduct on-going research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products.