Assoc. Director / Dir. of Client Portfolio Management - Institutional Client Segment

Assoc. Director / Dir. of Client Portfolio Management – Institutional Client Segment

8- 10 years of experience in a client facing role at an asset management or investment management firm
Excellent attention to detail
Excellent organizational skills with an ability to multitask and prioritize
Excellent communication and presentations skills – both written and verbal
Excellent problem solving skills & curiosity
Strong knowledge of equity investments, portfolio management, financial planning and sustainable investing
Experience working with institutional investors
A demonstrated passion for sustainability issues
A demonstrated ability to take ownership of your work while effectively collaborating

Consult with institutional clients on investments they are interested in and present investment opportunities.
Deeply understand clients needs and successfully communicate Ethics value proposition and products.
Proactively monitor Institutional accounts that Ethic manages and conduct portfolio reviews.
Partner with our portfolio managers, client operations & trading teams to deliver a flawless client experience.
Work through complex portfolio management proposals and understand the trade offs between investments and sustainability.
Work with our Creative Team, Compliance Team, Investments Team, Sustainability Team and Growth Team to create materials that clearly communicate Ethic’s offering & philosophy.
Oversee the execution of ongoing account service requests in a timely fashion, ensuring advisors have a great experience.
Cultivate strong client-centric relationships in order to accelerate the transition to sustainable investing.
Continuously develop your in-depth understanding of Ethic’s technology, approach to sustainability, and portfolio management process in order to better serve our consultant clients.
Proactively identify opportunities for process improvement, automation, and enhancing the client experience.