Client Portfolio Manager

1 month ago

London, United Kingdom Janus Henderson Investors Full time

Why work for us?

A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.

Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

Our Values are key to driving our success, and are at the heart of everything we do:

Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

If our mission, values, and purpose align with your own, we would love to hear from you

Your opportunity

  • Responsible for primarily covering Janus Henderson’s world class global technology and healthcare portfolio management teams.
  • Responsible for driving the commercial success of covered products through business plan ownership, completion and implementation
  • Responsible for appropriately delegating and resource allocating to the best commercial opportunities within the global product set
  • Work closely with the Global Head of Equity CPMs to develop, articulate, and communicate longer-term business plan goals and targets to internal stakeholders
  • Work closely with global marketing and global distribution teams to identify commercial opportunities
  • Expertly articulate team philosophy, process, performance/attribution and portfolio positioning to internal and external clients.
  • Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience
  • Lead regular investment discussions with portfolio managers and analysts
  • Drive distribution strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, final RFP review for custom or large opportunities, PR
  • Externally, responsibilities will include mid to late-stage meetings, consultant engagement, client reviews and responsibility for a range of pitches and presentations
  • Interpret data and attribution analysis. Work with investment/content writers to edit investment commentaries.
  • Partner with product management to perform appropriate analysis to fully understand the competitive environment and provide recommendations on product fees, minimums and competitive positioning.
  • Represent a range of Equity strategies at client conferences and investment panels
  • Carry out other duties as assigned

What to expect when you join our firm

  • Hybrid working and reasonable accommodations
  • Generous Holiday policies
  • Excellent Health and Wellbeing benefits including corporate membership to ClassPass
  • 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
  • All-inclusive approach to Diversity, Equity and Inclusion
  • Maternal/paternal leave benefits and family services
  • Complimentary subscription to Headspace – the mindfulness app
  • All employee events including networking opportunities and social activities
  • Lunch allowance for use within our subsidized onsite canteen

Must have skills

  • Degree in a relevant subject such as finance, business, economics or equivalent work experience required
  • Significant equity or fixed income investment experience as a client portfolio manager, research analyst, portfolio manager, strategist, or equivalent preferably in the technology or healthcare sectors
  • Extensive knowledge of relevant sector/product/instruments for the role
  • Strong knowledge of macro and market trends with the ability to represent strategy views
  • Ability to understand data related to portfolio attribution, contribution and risk measures
  • Strong knowledge of investment products and competitors
  • Data interpretation from institutional sources including: Bloomberg, FactSet, Wilshire, Zephyr, Investor Force-PSN, Callan PEP software, etc.
  • In depth understanding of Investment processes within the asset class / strategy
  • Excellent communication, client relationship management and sales/marketing skills
  • Perceptive and proactive by nature with strong interpersonal skills
  • Ability to work cooperatively within a team environment
  • Ability to set goals, work independently and get results
  • Ability to assimilate complex and varied market data
  • Broad knowledge of financial products
  • Experience with presentation development and delivery
  • Ability to drive ideas from concept to completion through efficient project management and execution
  • Travel as needed

Nice to have skills

  • Advanced degree or CFA Charter Holder preferred

Investment areas

Has responsibility for supporting portfolios within Equities

Supervisory responsibilities

  • No

Potential for growth

  • Mentoring
  • Leadership development programs
  • Regular training
  • Career development services
  • Continuing education courses

You will be expected to understand the regulatory obligations of the firm, and abide by the regulated entity requirements and JHI policie applicable for your role.

At Janus Henderson Investors we’re committed to an inclusive and supportive environment. We believe diversity improves results and we welcome applications from all backgrounds. Don’t worry if you don’t think you tick every box, we still want to hear from you We understand everyone has different commitments and while we can’t accommodate every flexible working request we’re happy to be asked about work flexibility and our hybrid working environment. If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at recruiter@janushenderson.com

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