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Client Portfolio Manager

harrisassociates · 30+ days ago
$81k+
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Full-time
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At Harris, the true value of what makes us successful is found in our people. It is our unique mix of cultures, experiences, beliefs and backgrounds that sets Harris apart from the rest.  We constantly strive to cultivate, nurture and amplify an unparalleled environment, where we value intellectual curiosity and uniqueness of thought.  Inclusion is embedded in the very fabric of our culture of collaboration and openness.

We understand that a job description only tells one part of a broader story, and Harris is seeking dynamic candidates who can add to our best-in-class environment. We recognize that qualifications can be gained through both traditional and non-traditional paths, and we are committed to considering candidates who possess the potential to be excellent in this role regardless of prior experiences.  

Therefore we encourage ALL interested individuals to submit their applications, even if they do not meet every requirement outlined in the job description. 

The Position

The Client Portfolio Manager (CPM) will be a key part of the Harris | Oakmark client facing team, serving as a representative of the firm and our investment management team and a developer of investment rich content for client communications.

Responsibilities

  • Serve as a credible proxy for research professionals in new business and client meetings via a thorough understanding and articulation of our investment process, portfolio strategy and investment theses for individual portfolio holdings across fixed income and equity strategies
  • Develop investment content including written materials and exhibits on all investment strategies and mutual funds for purposes of client communications
  • Maintain feedback loop between the investment management team and client facing team regarding product, sales and retention strategies
  • Develop, enhance and maintain strong relationships within the intermediary (RIAs and broker-dealers)
  • Provide portfolio reviews both in-person and virtually in coordination with the client relationship team to provide high-quality service to our existing clients
  • Work closely with the product team to interpret market intelligence such as distribution channel and investment vehicle trends, competitor products and pricing

 

Qualifications

Required

  • 7+ years of experience in the investment management industry in client service, analyst or client portfolio management roles
  • Strong academic credentials with an advanced business degree, CFA designation or other evidence of financial markets expertise
  • Deep understanding of client channels and financial markets including fixed income and equities.
  • Demonstration of speaking in front of large audiences
  • Possessing personal qualities compatible with a highly collegial and collaborative culture. These include self-confidence, maturity, and comfort in a team environment, high energy level, high professional standards, and unquestionable integrity.
  • Solid understanding of financial markets and a demonstrated interest in long-term investing
  • Evidence of increasing responsibility and success
  • Strong written and verbal communication and interpersonal skills
  • Desire to work in a team-oriented environment
  • Hands on, direct and practical business style with an attention to detail and responsive attitude
  • Ability, willingness and flexibility to travel

Equal Employment Opportunity Policy Statement
Harris Associates L.P. pursues a policy of equal opportunity in all areas of employment including recruitment, hiring, training, compensation, benefits, advancement, and treatment on the job. This means that Harris does not discriminate against employees, or qualified applicants, based on an individual's race, color, religion, creed, sex, age, national origin, physical disability, sexual orientation, trans-gender status, transsexual status, status as a veteran or disabled veteran, genetic information or for any other reason prohibited by law.  Harris reserves the right to review publicly available information about applicants (i.e., via social networking sites), to the extent permissible under applicable law.

Reasonable Accommodation Notice
We provide reasonable accommodation for individuals with disabilities and disabled veterans in job application procedures. If you have any difficulty using our online system and you need an accommodation due to a disability, you may use the alternative email address below to contact us about your interest in employment at HR@harrisassoc.com or you can call us at 312-646-3600.

Privacy Statement
The information you send to us is used for employment purposes only. What you send is kept confidential—we will not give your personal information to outside parties without your consent.

Last updated on Mar 11, 2024

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