The Role
The Client Portfolio Manager will manage client relationships, communicate investment strategies, support sales efforts, and provide market insights. Requires strong expertise in U.S. equities and investment communication.
Summary Generated by Built In
Company Overview: Wasatch Global Investors is a leading independent investment management firm specializing in global small-cap, mid-cap and micro-cap equities. We have a fifty year history of delivering superior investment results to our clients across the globe. Wasatch is a 100% employee-owned firm with 93 employees managing approximately $26B in AUM out of our Salt Lake City, Utah headquarters. At our core, we are team-oriented, high-quality growth investors focused on active management and a long-term investment horizon.
Position: Client Portfolio Manager (U.S. Equity Strategies)
Location: Salt Lake City, Utah
Role Summary: The U.S. Client Portfolio Manager (CPM) is a multi-faceted, senior role at Wasatch working collaboratively with the investment research team as well as client facing and marketing roles. The CPM will be expected to integrate with our U.S. investment team to understand our portfolio investments and communicate our U.S. equity investment strategies, performance, and market insights to internal and external constituents.
The CPM will play a key role in building and maintaining strong relationships with our institutional and retail clients, acting as a proxy for the investment team in client and marketing meetings, as well as leading the aggregation, interpretation, and presentation of complex investment data to support other client and fundraising interactions.
A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager, analyst, or CPM, or as a decision maker at a consultant or allocator. The U.S. CPM’s skills and expertise will help drive Wasatch’s client acquisition and retention and AUM/firm growth.
Responsibilities:
1. Client Relationship Management:
- Cultivate and nurture relationships with existing and prospective clients
- Understand their investment needs, risk tolerance, and financial goals
- Provide tailored investment client service for our equity offerings
2. Investment Communication:
- Articulate our investment philosophy, process, and performance to clients
- Conduct regular portfolio reviews and market updates
- Collaborate with sales and marketing teams to create compelling investment marketing materials, white papers and investment insights
- Assist the research team in preparing for meetings & client engagements
3. Product Expertise:
- Gain deep understanding of Wasatch’s U.S. equity funds and strategies
- Explain investment decisions, holdings, and performance drivers
- Address client inquiries and concerns promptly and professionally
4. Sales Support:
- Assist the sales team in client meetings, presentations, and RFPs
- Provide technical expertise and respond to due diligence requests
- Participate in industry conferences and events
5. Market/Investment Insights:
- Stay abreast of U.S. equity markets, economic trends, and industry developments
- Share relevant investment/market insights with clients and internal teams
- Generate strategy-level and broad equity market research that helps clients understand strategy performance and the current market opportunities
Qualifications:
- Bachelor’s degree in finance, economics, or related field (MBA/CFA preferred)
- Minimum of 10 years of experience in client portfolio management or related roles, e.g., equity research, equity manager research or equity strategy
- A passion for markets and investing, solid analytical skills, intellectual curiosity and a growth-oriented mindset
- Strong knowledge of U.S. equity markets and investment products
- Excellent communication, research, presentation, and relationship-building skills
- Success working in a team-based, collaborative environment
- Experience using Factset, Bloomberg, Barra, or similar systems
- Series 7 and 63 licenses (or willingness to obtain)
Why Wasatch Global Investors?
- A collaborative, entrepreneurial and supportive work environment
- A commitment to active management and long-term investing
- Competitive compensation, benefits, and growth opportunities
If you are passionate about U.S. equities, client service, and driving investment success, we invite you to join our team. Apply at the link below.
This job description is intended only to describe the general nature of the position and does not constitute an all-inclusive list of duties, nor of the knowledge, skills, and abilities required to perform the job.
Wasatch Global Investors is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Wasatch Global Investors will be based on merit, qualifications, abilities and other legitimate business factors. Wasatch Global Investors does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy and gender), sexual orientation, gender identity, disability, national origin, ethnic background, age (40 and over), genetic information (including of a family member), military service, citizenship and/or any other characteristic protected by applicable law.
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The Company
What We Do
Wasatch Global Investors is a 100% employee-owned investment manager founded in 1975 and headquartered in Salt Lake City, Utah. Named after the nearby Wasatch Mountain Range, the firm brings unparalleled experience to U.S. and international micro-, small- and mid-cap investing with a culture that emphasizes collaboration, excellence and intellectual curiosity. Wasatch Global Investors is registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940. Learn more at wasatchglobal.com.
