Manning Napier
PORTFOLIO STRATEGIST
Fairport, NY
Sponsorship not specified$115k-$125kDetected 46 days ago
CommunicationPublic Speaking
About the role
- Summary As a Portfolio Strategist, you will be an investment professional responsible for representing Manning & Napier's investment strategies and capabilities to clients and prospects.
- This knowledge enables the Portfolio Strategist to credibly represent the portfolio process to key clients, including consultants, advisors, institutions, and direct client relationships.
- You will also actively engage in portfolio management discussions with the investment team, with a focus on conveying this information effectively to colleagues, prospects, clients, and intermediaries.
Requirements
- 7+ years' experience in investment-related experience in the investment management industry
- Strong analytical ability and knowledge of investment markets
- Exhibits the ability to work in a team-oriented environment across multiple disciplines and departments
- Ability to train and mentor junior team members
- You must have a strong understanding of the markets and be perceived as a credible investor from both a fundamental analysis and macroeconomic perspective.
Nice to have
- CFA and/or MBA strongly preferred
- CAIA or prior Alternatives Strategy experience strongly preferred
Compensation
- $115-125k expected base salary; additional incentive compensation expected
- Compensation: $115-125k expected base salary; additional incentive compensation expected
Benefits
- Health, dental & vision insurance
- Employer HSA contribution
- Gym reimbursement
- Nationwide coverage demanding approximately 30-50% travel time
Visa & Work Authorization
- Opt out credit
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