The Portfolio Management Senior Associate (PMSA) is a specialist role that has primary responsibility for assisting the Portfolio Managers in providing integrated investment advice and portfolio management services. PMSAs are investment product experts who act as an additional point of contact for clients and/or as a backup for client-facing Portfolio Managers.
The PMSA will coordinate the internal delivery of investment services through the appropriate channels within the CIO groups. Additionally, PMSAs will seek out new business opportunities from existing books of business and assist other service associates as needed.
In addition to the ability to deliver generalist support, part of the Client Team actively supporting Portfolio Managers to meet clients' trust needs and expectations
Support Portfolio Manager with portfolio composition analysis and in achieving asset allocation monitoring, investment policy statement quality and completeness
Client Presentations (i.e. Asset Allocation and Performance Reporting)