What are the responsibilities and job description for the Client Service, Account Manager position at DOUBLELINE GROUP LP?
Job Details
Level: Experienced
Job Location: Los Angeles, CA - Los Angeles, CA
Education Level: 4 Year Degree
Salary Range: Undisclosed
Description
The Client Service, Account Manager is an outward facing client service role managing high-level domestic and international institutional client relationships. The position requires an in-depth knowledge of financial markets, investment management, and financial analysis concepts, including risk measurements.
Job Functions
- Develop, build and maintain relationships with a list of domestic and international institutional clients.
- Coordinate and conduct in-person portfolio review meetings and regular calls with clients.
- Demonstrate the ability to discuss strategy, performance, risk measures, attribution, opportunities, and market views, as well as cross-selling other DoubleLine products.
- Coordinate across multiple departments, including portfolio management, risk, operations and compliance, to prepare custom client reports and presentation materials.
- Responsible for general account maintenance, internal reporting requirements, and ad-hoc requests.
- Work closely with the Global Relationship Management team to enrich mutual client relationships.
- Develop a deep understanding of assigned client portfolios, strategies and DoubleLine’s products.
- Ability to travel on a quarterly basis or as needed.
Qualifications
- Bachelor’s degree required, preferably in a finance-related major.
- 7-10 years of experience working with U.S.-domiciled entities and international clients.
- Corporate pension plan and insurance client service experience preferred.
- CFA preferred.
- Series 7 and 63 licenses preferred.
- Knowledge of the investment management industry and key portfolio management concepts.
- Well versed in fixed income, equities and macro-asset allocation strategies.
- Ability to present at a high-level to CIOs, Boards of Directors, investment committees and consultants.
- Ability to thrive in an independent, challenging and collaborative environment.
Base Salary Range
The estimated base salary range for this position is $150,000 – $200,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.
Salary : $150,000 - $200,000
