Client Portfolio Manager/Analyst

Mid / Senior


In Office

Meytier Premier Employer

Working there

About This Workplace

Meytier Partner

The Advantage Team at Lazard Asset Management is looking for a client portfolio manager with strong communication and presentation skills as well as quant research experience to join our Boston based team. The candidate should be able to work both independently and as part of a team and have a strong interest in Equity Markets and Financial Economics. 

Key Responsibilities:

  • Assist with new business opportunities including:
    • Communication of strategy process, details and differentiators
    • Grasp of economic environment and how it impacts portfolios and factors
    • Building and maintaining relationships with client facing peers
    • Assisting in closing new business and servicing clients
    • Traveling to engage with internal and external clients and prospects off-site
  • Proactively generate topical content that will attract attention to the team’s approach and products
  • Insure timely report production for existing clients’ standard reporting cycle
  • Oversee RFPs to ensure accuracy and timeliness
  • Manage quantitative portfolios and research stock selection factors using quantitative techniques
  • 10+ years of experience in quantitative asset management. Strong subject matter expertise and interest in equity with fixed income or multi asset experience desirable
  • Ability to understand and communicate complex ideas
  • Excellent problem solving abilities, and experience understanding complex issues
  • Enjoy a fast-paced, high-intensity environment. Well-organized with the ability to manage multiple priorities
  • Experience with quantitative analysis and tools, ideally with programming experience in R or Python
  • Knowledge of financial data, markets and basic accounting concepts

© 2024 Meytier - All Rights Reserved.
   Privacy Policy    Terms Of Use