Client Portfolio Manager
Il y a 6 mois
Candriam Paris, FrancePosted 3 hours ago Permanent Competitive
- Client Portfolio Manager - Fixed Income H/F
**Position description**
**Business unit **Investment Management - Fixed Income**Job title **Client Portfolio Manager - Fixed Income H/F**Contract type **Permanent**Mission**
Client Portfolio Managers are the point of contact for CANDRIAM's sales, marketing and fund management teams. They respond to specific client requests, liaise with other business functions (reporting, fund management, sales, etc.) and ensure that all documents and presentation materials, as well as documentation on specific topics, are kept up-to-date.
- They present the strategies of the core teams to our prospects, clients and journalists.
- This is a client-facing role.
- As a Responsible Employer, Equal Employment Opportunity is crucial to Candriam. We are committed to building the best global team that represents a variety of backgrounds, perspectives and skills. We provide an inclusive work environment and support wellbeing and work-life balance.**Responsabilities**
The Fixed income CPM team is composed of 3 permanent members and 1 intern for 6 asset classes.
- Your tasks will involve:
- In cooperation with the portfolio managers, develop marketing content related to the Fixed-Income strategies.
Manage relations with sales and communication departments in relation to the fund range.
Develop effective and high quality marketing content and check the available documentation.
- Liaise with the client relationship managers/marketing teams being the internal point of contact for all enquiries relating to Fixed Income Investment strategies. Client questions and Ad-hoc requests (special reports, RFP)
- Provide the Candriam sales team with in-depth knowledge of the technical aspects of the fund range and investment processes, performance, peer comparisons, etc.
Work closely with other members of the CPM team and other Candriam departments involved in fund and portfolio management (risk, performance attribution, financial engineering, legal, etc.).
- Act as an interface with clients and play an active role in ensuring that the department's expertise is recognized.
Present Fixed Income products and demonstrate Candriam's expertise through presentations, information and training sessions, events, and client meetings.
- Update the funds marketing collateral through liaison with various departments and use of quant tools (excel, Power BI)
- Participate in the innovation and market intelligence (peers analysis, new fund launch...).
**Profile**:
- Master's degree in Marketing or Finance.- Previous experience in a Product / Fixed income CPM role is important (3-5 years)
- Some ESG background is beneficial
- Client oriented (good communication skills, ability to create a partnership, trust-based relations)
- Excellent writing skills.
- Strong Power Point skills
- Good Excel skills. Fluency in PowerBI is appreciated
- Resistance to stress, structured and methodical
- Analytical mind, self-taught, enterprising, creative, dynamic, motivated
- Team spirit, flexible and open to change / evolution
LI-POST**Position location**
**Job location **Europe, France**City **Paris**Education **4. Master's Degree II / Bac+5**Minimum level of experience required **2-5 years**Languages **English (C1 - Fluent)
- Job ID O2GfMqFa4KYg
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