Client Portfolio Manager - Duff & Phelps

Posted 2 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
214K-245K Annually
Senior level
Fintech • Financial Services
The Role
The Client Portfolio Manager at Duff & Phelps manages client relationships, translates investment strategies, and collaborates with portfolio management teams, requiring deep investment knowledge and experience with institutional clients.
Summary Generated by Built In

The Duff & Phelps team brings together a rare mix of skill, experience, education and credentials in a collegial, collaborative environment.

Job DescriptionClient Portfolio Manager – Duff & Phelps Investment Management

At Duff & Phelps Investment Management (D&P), real assets are not a product line—they are the foundation of how we think about markets, capital, and long-term value creation.

We are a boutique investment manager with a singular focus: building differentiated, actively-managed real asset portfolios for sophisticated institutional and intermediary clients. Our teams are deeply embedded in the markets we invest in—U.S. REITs, global real estate, listed infrastructure, water, and clean energy—and we bring intellectual curiosity, discipline, and conviction to everything we do.

As we continue to grow, we are seeking a Client Portfolio Manager who brings both deep investment acumen and a natural ability to translate complex strategies into clear, compelling conversations with clients.

Chicago-Based Role in a Highly Collaborative Environment

This position is based in our Chicago office and is designed for professionals who value proximity to investment teams and collaborative, in-person engagement. Candidates must be based in the Chicagoland area or open to relocation to Chicago. While the role supports a global client base and includes meaningful travel, Chicago is the center of gravity for our investment discussions, culture, and decision-making.

A Seat at the Intersection of Investing and Clients

This role sits at the center of D&P’s culture and operating model. Client Portfolio Managers are not removed from the investment process—they are extensions of the portfolio management teams.

You will spend meaningful time with our CIO, PMs and analysts participating in research meetings, understanding portfolio construction and performance attribution, and staying close to the evolving themes shaping global real assets. That insight becomes the foundation for how you engage with institutional clients, consultants, intermediaries, and internal partners.

Whether you are discussing positioning within a global real estate portfolio, explaining drivers of infrastructure performance, or responding to a bespoke client request, your credibility will come from having lived inside the strategy, not simply presenting it.

A Culture Built on Collaboration and Intellectual Rigor

D&P’s boutique nature means your voice matters. Collaboration is not aspirational—it is how work gets done here.

                 

Client Portfolio Managers work hand-in-hand with: portfolio management teams, serving as a trusted conduit between investment thinking and client communication; sales, marketing, and product partners, shaping how strategies are positioned and brought to market; and institutional and intermediary clients, often acting as the primary investment contact.

We value professionals who are curious, thoughtful, and accountable—people who enjoy asking better questions, challenging assumptions, and continuously sharpening their understanding of markets.

Who Thrives Here

This role is designed for an investment professional who has already built a strong foundation and is ready to operate at a higher level of impact.

Successful candidates will bring 7–10 years of investment management experience, ideally in real assets; prior exposure to institutional clients and complex portfolios; comfort partnering closely with portfolio managers and engaging deeply on strategy, performance, and market dynamics; and the ability to write and speak clearly about investments—whether in a boardroom, client meeting, or thought leadership piece.

CFA credentials, advanced degrees, and prior investment expertise experience is valued, but equally important is a mindset grounded in credibility, preparation, and intellectual honesty.

Why D&P?

People join D&P because they want the depth and rigor of a true investment platform, the agility and visibility that comes with a boutique firm, and a culture where relationships—internally and externally—are collegial and built on trust and substance.

Here, you won’t be one step removed from the investment conversation. You’ll help shape it.
 

Base Salary Range: $214,000 to $245,000/annually

The starting salary offer will vary based on the applicant’s education, experience, skills, abilities, geographic location, internal equity, and alignment with market data.

Virtus and its affiliates is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Hartford, CT
501 Employees
Year Founded: 2008

What We Do

In Latin, Virtus connotes the characteristics of integrity, quality and strength. Those are the traits we stand for today as an investment management provider and the traits that will define us in the future. Virtus Investment Partners provides investment management products and services to individuals and institutions. We operate a multi-manager asset management business, comprising a number of individual affiliated managers, each with a distinct investment style, autonomous investment process and individual brand. We clearly understand the responsibility we have to our clients and we are committed to their success as investors.

Similar Jobs

Hybrid
4 Locations
205000 Employees

TransUnion Logo TransUnion

Financial Analyst

Big Data • Fintech • Information Technology • Business Intelligence • Financial Services • Cybersecurity • Big Data Analytics
Hybrid
Chicago, IL, USA
13000 Employees
62K-90K Annually

AKASA Logo AKASA

Senior Engineering Manager

Artificial Intelligence • Healthtech • Machine Learning • Natural Language Processing • Software • Generative AI
Remote or Hybrid
United States
100 Employees
230K-310K Annually

ZS Logo ZS

Experience Strategist

Artificial Intelligence • Healthtech • Professional Services • Analytics • Consulting
Hybrid
6 Locations
13000 Employees
90K-104K Annually

Similar Companies Hiring

Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Scotch Thumbnail
Software • Retail • Payments • Fintech • eCommerce • Artificial Intelligence • Analytics
US
25 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account