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. You will act as an integral part of the sales and service process and possesses deep knowledge about the investment strategy, portfolio positioning, and rationale for specific holdings within the portfolio. This knowledge enables the Portfolio Strategist to credibly represent the portfolio process to key clients, including consultants, advisors, institutions, and direct client relationships. You are generally not responsible for maintaining any client, prospect, or intermediary relationships on their own; instead, they work side-by-side with our sales professionals to meet client needs. However, at certain times and for specific key relationships you may be the lead relationship professional. You will serve as the firm’s primary spokesperson for the assigned products and must develop and maintain a strong knowledge of product features, including investment, operational, and competitive aspects.

You will collaborate with the Product Manager to develop messaging and content for their respective investment strategies. 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. You must have a strong understanding of the markets and be perceived as a credible investor from both a fundamental analysis and macroeconomic perspective.

Responsibilities

Meet with clients and prospects across multiple sales channels (Consultant Relations, Institutional Sales, Taft-Hartley, Intermediary Distribution, Wealth Management)
Finals presentations and client service meetings
Facilitate, and participate in, due diligence meetings and reviews
Speaking engagements at sales/marketing meetings, client seminars, conferences, and other media outlets
Contribute to production of original investment content for internal and external distribution
Responsible for creating, updating, and maintaining all strategy-related marketing materials
Works directly with Sales Management and Marketing Director and product placement and distribution related strategies and content.
Participate in product development discussions

Qualifications

7+ years’ experience in investment-related experience in the investment management industry
Excellent presentation and communication skills
Strong analytical ability and knowledge of investment markets
Confidence and presence in client sales/service settings
Exhibits the ability to work in a team-oriented environment across multiple disciplines and departments
Ability to train and mentor junior team members
Nationwide coverage demanding approximately 30-50% travel time
CFA and/or MBA strongly preferred
CAIA or prior Alternatives Strategy experience strongly preferred

Perks

Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
401k employer match
Paid volunteer days
Gym reimbursement

Compensation: $115-125k expected base salary; additional incentive compensation expected

Manning & Napier

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PORTFOLIO STRATEGIST

PORTFOLIO STRATEGIST