The Opportunity:
Client Portfolio Managers (CPMs) act as representatives of Manulife Investment Management’s investment teams. They are tasked with developing a thorough understanding of our investment strategies and the underlying portfolios, including general positioning, holdings, and performance attribution, as well as general market and industry knowledge. CPMs serve as a key member of our investment teams and with this knowledge are responsible for effectively positioning and communicating the Firm’s capabilities, views, positions and performance to current and prospective clients, consultants, and prospects as well as internal constituencies.
CPMs serve as a key interface between the Sales and Relationship Management Teams and the investment teams, addressing many client and prospective client inquiries, thereby enabling our investment teams to focus on managing our clients’ assets.
Position Responsibilities:
Work with Manulife Investment Management’s Emerging Markets Fixed Income team on all aspects of Client Portfolio Management, including the interpretation, articulation and dissemination of key investment strategy content - philosophy, process, results and overall key market positioning and messaging - for existing and new strategies.
Conduct ongoing market research to ensure products and value propositions remain current and resonate in the markets – help drive new products and solutions based on research findings and prospect/client engagements
Serve as an investment management contact for clients and act as a spokesperson for the team’s investment philosophy, process and strategy in support of winning new portfolio mandates with prospective clients, consultants and intermediaries.
Present the investment team’s products and capabilities, often independently, to consultants, gatekeepers, prospect and clients, and aid in developing/maintaining strategic partnerships
Work with the marketing and sales administration team to develop marketing collateral including presentations, RFP/database content, and other relevant materials required to describe and position assigned strategies and teams. · Conduct on-going research to track key competitors, market trends and threats and incorporate into product positioning and communication to key constituents globally to ensure competitiveness of existing products.
Examine and monitor characteristics and statistics for assigned strategies to understand and be a source of knowledge on covered strategies.
Interact with key personnel across Manulife IM as well as our prospects, clients and consultants in a highly professional manner.
Consult with sales executives regarding sales strategy for each sales opportunity, in conjunction with lead CPM (if applicable).
Able to work independently in the answering, editing, and completing requests for proposals and questionnaires (from base template or in response to RFPs) with accuracy and by deadlines prior to review by lead CPM.
Interact with compliance and legal teams to review and obtain approvals on all terms of reference relevant to an RFP. · Prepare new business presentations and pull together the necessary materials required to provide solutions and quality service to prospects, clients and consultants.
Perform other duties as required, which may include activities such as supporting new product development activities or providing input into other product team projects and initiatives.
Required Qualifications:
Bachelor’s degree in Economics, Finance or a related field; CFA and/or MBA preferred
Minimum of 7 years of experience in a CPM, product management, portfolio specialist, investment director or similar role, preferably within an institutional asset management organization
Strong fixed income asset class, strategy and market knowledge, preferably working on emerging market, global or multisector fixed income strategies
Excellent interpersonal skills and ability to work with and coordinate between various groups within…