𝐋𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫 𝐚 𝐂𝐥𝐢𝐞𝐧𝐭 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐫 – 𝐒𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐬𝐞𝐝 𝐂𝐫𝐞𝐝𝐢𝐭 @ 𝐋𝐨𝐧𝐝𝐨𝐧-𝐛𝐚𝐬𝐞𝐝 𝐭𝐢𝐞𝐫 𝐨𝐧𝐞 𝐚𝐬𝐬𝐞𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐫 ($200𝐛𝐧+ 𝐀𝐔𝐌)
Gerold & Partners 𝘪𝘴 𝘵𝘩𝘦 𝘴𝘰𝘭𝘦 𝘳𝘦𝘤𝘳𝘶𝘪𝘵𝘮𝘦𝘯𝘵 𝘱𝘢𝘳𝘵𝘯𝘦𝘳 𝘰𝘯 𝘵𝘩𝘪𝘴 𝘮𝘢𝘯𝘥𝘢𝘵𝘦.
Your opportunity
As a Client Portfolio Manager within the Fixed Income Securitised team, you will play a central role in representing the investment strategy and capabilities of the Asset Manager to internal and external stakeholders. Working closely with Portfolio Managers, analysts, and distribution partners, you will help ensure that investment insight, portfolio positioning, and longer-term strategy are clearly articulated and consistently delivered.
- Support the continued development of the Asset Manager's securitised investment platform through proactive engagement with clients, prospects, and internal sales partners
- Partner with Client Portfolio Management leadership to contribute to the development and communication of longer-term business priorities and objectives
- Act as a key representative and advocate for the Portfolio Managers internally and externally, demonstrating deep expertise in articulating investment philosophy, process, portfolio positioning, performance, and attribution
- Participate in regular investment discussions with Portfolio Managers and analysts to remain closely connected to strategy development, risk considerations, and market dynamics
- Work with Portfolio Managers to ensure investment strategies remain aligned with client expectations and guidelines across market environments, helping deliver a high-quality and consistent client experience
- Contribute to distribution and client engagement activities supporting new business and asset retention, including internal strategy discussions, client meetings, RFP reviews for bespoke or large mandates, and PR-related initiatives
- Provide the investment perspective into product messaging, marketing strategy, and the development of high-quality client-facing materials and collateral
- Represent the Asset Manager across the industry, helping to build the firm's reputation and profile through participation in client conferences, industry events, and investment panels
- Engage with Product Development on the future evolution of the securitised product set, including competitor analysis, fee considerations, and positioning
- Support client prospecting initiatives across geographies and distribution channels, as required
- Undertake additional responsibilities aligned with the role as needed
What to expect when you join our firm
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- All employee events including networking opportunities and social activities
Must have skills
- Strong understanding of global securitised credit markets, including CLOs, ABS, mortgage-backed securities, commercial mortgages, and residential credit
- Ability to analyse and interpret portfolio performance and attribution data to support client communications and internal decision-making; familiarity with securitised modelling techniques and systems
- Ability to develop clear, data-driven objectives, understand potential obstacles, and contribute thoughtful, pragmatic solutions
- Strong written and verbal communication skills, with the ability to tailor messaging for different client types and present confidently to varied audiences
- Proven ability to work effectively across Portfolio Managers, Product Specialists, Product Development, Investment Specialists, and Distribution teams, building trust through clear communication
- Comfortable operating in dynamic market environments and proactive in identifying innovative approaches to support clients and colleagues
- A collaborative mindset with the ability to contribute positively within a team environment
- Willingness to travel as required
Nice to have skills
- Previous experience as an analyst, portfolio manager, trader, or client portfolio manager within securitised credit markets
- MBA, advanced degree, or CFA charterholder (or progress toward CFA) preferred
- Strong experience in presentation development and delivery, including client-ready materials
- Advanced proficiency in Excel, Word, and PowerPoint
- Experience gathering, analysing, and interpreting data from institutional platforms and systems, including Bloomberg, Intex, YieldBook, FactSet, Wilshire, Zephyr, InvestorForcePSN, and Callan PEP