Client Service, Account Manager

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.
• 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.