What are the responsibilities and job description for the Associate Client Portfolio Manager position at American Century Investments?
Our Firm
American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.
Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.
All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.
Summary:
The primary responsibility of the Associate Client Portfolio Manager is to provide investment product expertise to multiple constituents across the entire firm. This role is responsible for representing American Century Investment’s investment management professionals in meetings, conference calls and seminars with clients, consultants and prospects. This individual will work extensively and directly with American Century’s equity strategies.
Major Responsibilities:
- Demonstrate an in-depth understanding of American Century’s Multi-Asset and Fixed Income products, philosophy and process. Communicate investment strategy, explain performance and provide market perspective.
- Analyze financial and economic data and interpret / communicate results. Experience with analytical tools preferred, e.g. Bloomberg, FactSet, eVestment Alliance, or Morningstar, Aladdin.
- Deliver credible and persuasive presentations to clients/prospects in one-on-one committee, group and large audience settings. Serve as primary technical product expert for the Intermediary, International and Institutional sales and service teams, including new business presentations, site visits, product selections, investment reviews, product launches, and conference calls.
- Travel as necessary to visit clients, prospects and consultants inside and outside of the U.S. Travel is required, and demand will ebb and flow with business demands and market environment.
- Conduct periodic investment training for sales and marketing professionals in various sales channels.
- Position specific investment products against competition.
- Create/maintain institutional caliber presentation books to be used by both marketing and investment professionals. Lead all aspects of the design, content, and updates of all investment marketing presentations and materials for the discipline.
- Create and/or maintain a detailed written account of the investment process, philosophy, and portfolio construction methodologies.
- Communicate regularly with the portfolio teams on the needs of institutional and intermediary clients and prospects regarding investment policy, strategy, process, risk considerations, portfolio characteristics, and results.
- Collaborate with investment teams to understand American Century’s investment offerings to maintain and advance American Century’s competitive position. Provide strategic recommendations for new products. Serve as feedback mechanism from the marketplace to the investment process.
- Serve as resource for RFPs pertaining to the investment discipline and the positioning of investment products in the marketplace.
- Develop tools to help portfolio teams communicate and present consistent investment messages.
- Oversee the preparation of materials for meetings and coach portfolio managers in their presentations to institutional and intermediary clients.
- Conduct specific ad hoc project-oriented duties related to building the investment management department.
Distinguishing Characteristics and Skills:
- Business leader mindset
- Adaptability to a dynamic coverage model
- Fully versed in primary discipline’s capabilities, solutions, and ESG integration
- Franchise owner mentality that adapts to broader firm initiatives
- Investment acumen that marries bottom-up positioning with top-down opinions
- Driver of internal and external content through print and video
- Audience skillset expected to be multi-channel, but required to be globally fluent and institutional quality
- Proactive and productive relationship with all business partners, especially distribution and product management
- Embrace new and existing technology to become more efficient and self-sufficient
Education and Experience:
- Bachelor’s degree in marketing or finance or an equivalent combination of education and experience. Master of Business Administration degree preferred, Chartered Financial Analyst and/or CAIA designation desired.
- Minimum of five years’ experience in the investment, consulting or money management industries.
- Demonstrated experience in sales or marketing business.
- Excellent verbal, presentation, written and interpersonal communications skills.
- Exhibits the American Century Investments Winning Behaviors: Client Focused, Courageous and Accountable, Collaborative, Curious and Adaptable, Competitively Driven, Adheres to the highest ethical standards and business practices, and Supports a culture of compliance.
For New York and California based candidates, the salary range for this role is $120,000.00 - $140,000.00. Actual offers are based on various factors including but not limited to a candidate’s location, skills, experience, and relevant education and/or training. This position is eligible for cash incentive providing the potential to earn more.
Additional Requirements
Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
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American Century Proprietary Holdings, Inc. All rights reserved.
Salary : $120,000 - $140,000
