Today's Top Networker

donmcgeorge

Meet Don McGeorge. Don has over 15 years of IT experience in the gaming, public utilities, pharma, financial and communications industries. He is an expert in Infrastructure, Network Administration, and Data Center management.

Learn how to be featured here

Job Detail

Client Portfolio Manager - Asset Allocation &...


Job description:

Users Who

Applied

Saved

Viewed

Shared

Job Description

This position was posted on December 27, 2011.

Summary:

This individual will work extensively and directly with the Asset Allocation and Quantitative Equity portfolio teams. The role will be based in our Mountain View, California office.

Major Responsibilities:

Product Specialist


  • Demonstrate an in-depth understanding of American Centurys Asset Allocation & Quantitative Equity investment products, philosophy and processes. Communicate investment strategy, explain performance and provide market perspective. Develop a quarterly global equity macro strategy view with input from portfolio teams. * Deliver credible and persuasive presentations and speeches to clients/prospects in one-on-one committee, group and large audience settings. Serve as primary technical product expert in Asset Allocation & Quantitative Equity discipline for the Intermediary and Institutional sales and service teams, including new business presentations, site visits, product selections, investment reviews, product launches, and conference calls. * Travel as necessary to visit important clients, prospects and consultants in their places of business outside of the office, representing portfolio management. * Conduct periodic investment training for sales and marketing professionals in Intermediary, Direct and Institutional. * Position specific investment products against competition. * Create/maintain institutional caliber presentation book to be used by both marketing and investment professionals. Oversee the design, content, and updates of all investment marketing presentations and materials for the discipline. * Create and/or maintain a detailed written account of the investment process, philosophy, and portfolio construction methodologies. * Communicate regularly with the Asset Allocation & Quantitative Equity portfolio teams the needs of institutional and intermediary clients and prospects with regard to investment policy, strategy, process, risk considerations, portfolio characteristics, and results. * Interface with investment teams to understand American Centurys investment offerings in order to maintain and advance American Centurys competitive position. Provide strategic recommendations for new products. Serve as feedback mechanism from the marketplace to the investment process. * Serve as resource for RFPs pertaining to the investment discipline and the positioning of investment products in the marketplace. * Develop tools to help portfolio teams communicate and present consistent investment messages. * Oversee the preparation of materials for meetings and coach portfolio managers in their presentations to institutional and intermediary clients. * Conduct specific ad hoc project-oriented duties related to building the investment management department.

Required Skills


  • Highly motivated self-starter with the ability to determine priorities, plan, organize and follow through on assignments with minimal supervision. * Ability to communicate clearly and concisely, both verbally and in written form, with all levels of the organization. * Ability to present material in a concise manner and interact with clients and prospects in a professional manner for extended periods of time. * Ability to work well under pressure, including identifying and quickly resolving problems. * Strong degree of computer literacy. * Ability to work independently and as a member of a team. * Ability to be flexible and work in a continuously changing environment.

Required Experience


  • Bachelors degree in marketing or finance or an equivalent combination of education and experience. * Master of Business Administration degree preferred, Chartered Financial Analyst designation desired. * Extensive course work in financial and investment analysis. * Minimum of ten years? experience in the investment, consulting or money management industries. * Demonstrated experience in sales or marketing business. * Excellent verbal, presentation, written and interpersonal communications skills.

Diversity has no limits.

EOE

Location
Mountain View, CA 94035