Portfolio Mgr Assoc

• Partner with portfolio managers to recommend initial strategic asset class allocation for new clients, and recommendations for trades and allocation changes for existing clients.
• Client calls and inquiries: be able to discuss both economic and client portfolio topics: - Introductory and ongoing review calls, build the client relationship and rapport, discuss the relevant economic outlook and the applicability to the client's portfolio and goals - Respond to incoming calls, emails, and inquiries from clients and advisors - Portfolio characteristics, economic updates, and the firm's investment thesis - Specific strategies and solutions: business description and reasons we own - Tie everything to client's goals and aspirations - Create, research, and provide detailed ad-hoc analyses
• Manage the Book: analyses/activities on the total book of business, segments of the book, and client portfolios. - Track new clients and specific actions to take across the Book and for specific clients
• Trade execution; buy and sell securities to implement asset allocations for client portfolios, based on client's investment mandates, cash needs, firm strategy changes and general rebalancing; assess tax liabilities and client directed account restrictions to determine whether macro investment decisions are applicable on the account level; manage complex situations.
• Monitor client portfolios for deviations from specified strategy or to provide investment recommendations.
• Create and/or review client portfolio review presentations and portfolio risk/return analysis presentations.
• Manage the workflow and development of teammates: - Training of systems and procedures - Foster growth of responsibilities, and thinking, and serving clients - Delegate portfolio management tasks between the team members
• Reinforce PM/Research guidance throughout the team environment, i.e., a bridge between PMs/Research to teammates.
• Promote the development and growth of our colleagues; nurture and care about their aspirations and goals.
• Collaborate with technology, strategy, operations, trading teams, etc., to improve processes across the firm.
• Support the management of process control on the team.
• Complete special projects as requested.

Must-Have*

• Master's Degree MBA and/or CFA, received or underway
• Minimum 6 years of experience in Investment Management
• FINRA Series 7 and 66 securities or ability to obtain

Skills and Knowledge

• FINRA 7 and 66 securities or ability to obtain
• Think and act like a PM; stand in as the PM – team, client, and advisor facing; mindset of serving clients and advisors
• Well-versed on CNR's investment products, macro-economic environment, and able to tell the CNR story to convey our value-proposition, and convey and reinforce our messaging
• Interest in, desire to follow, and love for markets
• Ability to articulate the complex in understandable and consumable terms to advisors and clients with varied investment knowledge and understanding; shift seamlessly from high-level concepts to drill down into specifics
• Skill in demonstrating empathy, emotional intelligence, relationship management, and communications
• Extensive knowledge of markets and industry as well as portfolio management expertise
• Comprehensive understanding of CNR investment and research philosophy
• Analytical skills, ability to translate and implement theoretical into practical, flawless execution and quality, and attention to detail
• Operate well in a high growth environment; ability to manage high volume task orientation while contemplating future growth and team capabilities
• Ability to work independently and use sound judgment
• Extensive knowledge of the Firm's proprietary trading system, as well as the portfolio accounting system
• Assessment of skills and capabilities of others
• Teaching skills
• Continuous improvement mindset
• Strong problem solving skills