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Asset & Wealth Management, Fundamental Equity - Client Portfolio Management, Vice President - New York

Hdpc · New York, NY, United States

Executive LevelExternal listingFull-time1 day ago

About The Role

Fundamental Equity is seeking to add a highly motivated professional to its client portfolio management team, focusing on US large/mid cap and thematic strategies. Our team of client portfolio managers work closely with portfolios managers, salespeople, and a wide range of clients to understand client needs and design investment solutions, provide industry and strategy education and subject matter expertise, drive product strategy and capital raising, develop thought leadership and marketing materials, and establish and execute on business strategy. Responsibilities also include collaborating on new client focused initiates and development of AI/digital tools. Our team is energized by delivering an excellent client experience with industry leading investment solutions and performance. Our team operates in a fast-paced environment that welcomes individuals who have a background and demonstrated interest in portfolio management, capital raising and client collaboration to drive progress.

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