Client Portfolio Manager

Overview

In this role you bridge Investment and Distribution to translate complex MAC and credit strategies into client-ready messaging. You support fundraising, client retention and strategic business development on a global basis, collaborating with Portfolio Managers and Global Distribution. You shape go-to-market plans, provide market insight, and steward high-quality client communications. The role offers a chance to influence product strategy, client education, and cross-functional collaboration at scale.

Pay / Benefits

• market-competitive benefits package
• health, dental, disability, life insurance
• retirement savings plans
• employee assistance plans
• generous paid time off
• flexible, inclusive work environment

Responsibilities

• Act as subject-matter expert in Multi Asset Credit (MAC) and related credit strategies, distilling philosophy and trade-level insights for clients.
• Contribute to design and evolution of new products (MAC, ABF, SRT) and support go-to-market across institutional and retail platforms.
• Provide market commentary, thematic insights, and thought leadership to position strategies effectively.
• Develop expertise in portfolio construction, risk management frameworks, and performance measurement.
• Explain portfolio performance and investment decisions to investors, consultants, and internal stakeholders.
• Conduct competitive analysis to support fundraising and product development.
• Lead investor education and relationship meetings with Global Distribution and Client Service.
• Support sales strategy and due diligence in institutional and intermediary channels.
• Lead portfolio review meetings with clients and consultants; act as trusted adviser with detailed insights.
• Manage ongoing client communications, onboarding, reporting, and premium client experience.
• Serve as lead contact for technical client inquiries with regular market updates aligned to team insights.
• Partner with sales to identify new prospects, particularly North American institutional growth.
• Develop and deliver marketing materials, RFP responses, investor letters, and conference content.
• Identify cornerstone investors for new launches and tailor sales narratives to investor segments.
• Support fundraising across existing and new strategies; explore cross-selling opportunities.
• Coordinate with sales, marketing, legal, compliance, operations, and client service to align messaging and execution.
• Lead process improvements in investor reporting, onboarding, and operational delivery.

Key requirements

• Experience as Portfolio Manager in fixed income or alternative credit, or senior consultant in credit/alternatives, or bank sales in alt/structured credit.
• Strong understanding of portfolio construction, risk metrics, performance attribution, and relative value analysis.
• Ability to discuss macro themes and security selection with institutional investors.
• Excellent presentation skills for technical and non-technical audiences.
• CFA charter holder or CAIA preferred.
• Deep knowledge of MAC and structured credit products.
• Strong content development, accuracy in strategic messaging and technical detail.
• Commercial mindset to support AUM growth through proactive client engagement.

• clear communication
• client-focused relationship management
• collaborative teamwork
• MAC and structured credit products
• portfolio construction
• risk metrics

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