Client Portfolio Manager- RJIM

DescriptionJob SummaryUnder limited direction with a high level of autonomy, uses extensive knowledge and skills obtained through education and experience to function as the primary business development advocate for ClariVest Asset Management. This will entail serving as a liaison between ClariVest and various departments at RJIM, acting as a subject-matter expert on their products, investment process, market views, and portfolio positioning, serving all applicable constituents downstream in this regard. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity with appreciable latitude for un-reviewed decisions or recommendations. Extensive contact is required with internal and external clients, as well as senior management, to identify, research, and resolve issues and provide comprehensive solutions to complex problems or needs. Ideally this position will be based in San Diego, CA.Essential Duties and Responsibilities

Acts as a primary external contact for all levels (low to premier tier) of clients, researching and answering requests and questions

Proactively works across distribution channels and independently to develop new business opportunities

Develops narratives product positioning bullet points for marketing and/or sales

Assists in the creation of presentations, reports, and databases as needed

Coordinates the involvement of the investment team, as needed, to meeting requests

Participates in broad initiatives related to overall strategy, product positioning, and marketing campaigns

Assists client service with reporting

Maintains familiarity with peers in each product category, contrasting different investment approaches, portfolio biases, and historical return patterns

Performs other duties and responsibilities as assigned

QualificationsKnowledge, Skills, and Abilities:Knowledge of:

RJ and RJIM working structure, policies, mission, and strategies

Fundamental concepts, principles, and practices used in the securities industry

Fundamental concepts, principles, and practices of relationship management

Financial markets and products, specifically fixed income

Fundamental understanding of return attribution analysis

Skill in

Interpreting and applying policies and procedures

Preparing management reports

Identifying trends and implementing appropriate corrective action

Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.

Ability to

Communicate effectively, both orally and in writing, with all organizational levels including senior management

Organize, manage, and track multiple detailed tasks and assignments with shifting priorities and deadlines in a fast-paced work environment with frequent interruptions

Balance conflicting resource and priority demands

Partner with other functional areas to accomplish objectives

Work independently as well as collaboratively within a team environment

Establish and maintain effective working relationships at all levels of the organization

Educational/Previous Experience RequirementsEducation/Previous Experience

Bachelor’s Degree (B.A.) in Finance or related field and a minimum of seven (7) years of experience in the financial services industry

OR

Any equivalent combination of experience, education, and/or training approved by Human Resources

Licenses/Certifications

Chartered Financial Analyst (CFA) preferable or ability to obtain within three years of hire

Series 7 license (current or ability to obtain within three months of hire)

TravelTravel Required:

Domestic travel required, up to 50% of the time

Job: Investment ManagementPrimary Location: US-CA-San DiegoOther Locations: US-FL-St. Petersburg-Saint PetersburgOrganization Raymond James Investment ManagementSchedule Full-timeJob Shift Day JobTravel Yes, 50 % of the TimeReq ID: 2403044