Purpose of the Role
The Client Portfolio management team at Numeric consists of talented, passionate individuals with thorough knowledge of equity and credit markets and Numeric's investment process. The successful applicant is likely to have a passion for markets, quantitative strategies, and desire to communicate effectively. The person in this role will be committed to supporting the Numeric investment group, client service team and Man sales team globally in an effort to educate prospects and maintain a high standard of client communications. We provide training and support to help the Client Portfolio Manager grow and achieve excellence. We believe that by investing in our people we can create a workforce which delivers the best results for our clients.
Specific Responsibilities
The successful Associate CPM will split time on the following activities:
- Provide investment related updates for clients, prospects and internal stakeholders.
- Write regular and ad hoc commentary related to Numeric’s business and investment strategies.
- Respond to client inquiries with detailed, investment related responses.
- Working with internal marketing and client support teams and build a responsive, cohesive environment.
- Consistently strive to gain a solid understanding of Numeric’s broad investment capabilities, philosophy and process
- Longer term expectations may include additional client facing responsibilities including travel.
Key Competencies
- Great communication skills, both orally and in written form
- Past experience in asset management roles preferred
- Highly detail-oriented, self-starter with the ability to multitask and deliver a high level of accuracy in a fast-paced environment
- Bachelor’s degree required; CFA or work towards CFA designation preferred
- Successful completion of all qualifications, licenses, tests and other requirements required by any regulatory authorities (Series 7, 3, 63)
Base Salary Range: The anticipated based salary range for this position is $125,000-$150,000 + benefits + a discretionary bonus. This is the base salary range that the Company believes it will pay for this position at the time of this posting based on the location and requirements of the position as well as the skills, qualifications, and experience of the applicant. The Firm reserves the right to modify this pay range at any time.
About Man Numeric
Man Numeric is a fundamentally-driven systematic investment manager. It takes a bottom-up approach to research and security selection and distils its findings into systematic processes that are applied across regions, styles and capitalisations. It offers long-only and alternative investment strategies that invest in both equity and credit markets.
The firm’s research-driven culture, which is underpinned by advanced technology and data science techniques, focuses on innovation and enhancement across alpha generation, risk management, portfolio construction and implementation.
Man Numeric has capabilities in systematic responsible investing, offering dedicated quantitative strategies and incorporating proprietary ESG and Climate alpha signals across a diverse range of strategies.
Founded in 1989 and becoming part of Man Group in 2014, Man Numeric’s assets under management were $45.4 billion at 31 March 2024. Further information can be found at www.man.com/numeric.
Our Culture, Values and Benefits at Man
Man Group is proud to provide the best working environment possible for all of its employees, and we are committed to equal opportunities. At Man Group we believe that a diverse workforce is a critical factor in the success of our business and this is embedded in our culture and values. There are a number of external and internal initiatives, partnerships and programmes that help us to attract and develop talent from diverse backgrounds and that encourage inclusion and diversity across our firm and the industry. Man Group is a Signatory of the Women in Finance Charter and the Race at Work Charter.
Man Group supports many charities, and global initiatives. We support professional training and development, and requests for flexible or part-time working. Employees are also offered two 'Mankind' days of paid leave per year as part of the Man Charitable Trust's community volunteering programme.
We offer comprehensive, firm-wide employee benefits including competitive holiday entitlements, pension/401k, life and long-term disability coverage, group sick pay, enhanced parental leave and long-service leave. Additional benefits are tailored to local markets and may include private medical coverage, discounted gym membership and wellbeing programmes.
Man Group is a Disability Confident Committed employer; if you require help or information on reasonable adjustments as you apply for roles with us, please contact [email protected].
What We Do
Man Group is a global active investment management firm, which runs $127 billion* of client capital in liquid and private markets, managed by investment specialists based around the world. Headquartered in London, the firm has 15 international offices and operates across multiple jurisdictions. Our business has five specialist investment engines, which represent the range of our capabilities: Man AHL, Man Numeric, Man GLG, Man FRM and Man GPM.
These engines house numerous investment teams, working collaboratively within the framework of Man Group, with a high degree of investment autonomy. Each team benefits from the strength and resources of the firm’s single operating platform, enabling their primary focus to be seeking to generate alpha for clients. The teams invest across a diverse range of strategies and asset classes with highly specialised approaches, with long only and alternative strategies run on a discretionary and quantitative basis in single and multi-manager formats. Our clients are at the heart of everything we do and we engage in close dialogue with our investors as strategic partners, to understand their particular needs and constraints. Man Group’s investment teams are empowered and supported by our institutional infrastructure and technology, which aims to facilitate the efficient exposure to markets and effective collaboration across the organisation.
