Business Growth and Portfolio Manager
23 hours ago
We are seeking a highly skilled professional to join our team at C40 Cities as a Business Growth and Portfolio Manager. This role offers an exciting opportunity to drive business growth, develop strategic relationships with clients, and deliver on sales targets.
The ideal candidate will have a strong background in investment management, with experience in portfolio analysis, financial markets, and investment products. You will be responsible for maintaining and strengthening existing client relationships, identifying new business opportunities, and delivering on sales targets.
You will work closely with our Head of Distribution to develop and implement sales and growth strategies, as well as conduct market analysis to identify trends and competitive landscape.
Responsibilities:
- Drive and deliver on the company's purpose and strategy
- Support the Head of Distribution to deliver on sales targets
- Build the profile of the company in the market using traditional and disruptive processes
- Identify opportunities to grow the business with particular focus on increasing the transition rate into model portfolios and fund of funds
Requirements:
- Bachelor's degree in Finance, Investments, Economics, or a related field
- Qualified CFP or CFA (any or all three levels complete) highly preferred
- Minimum of 5 years of experience in Investment Management, Investment Distribution, or a related area
- Proven success in business development
- Extensive technical knowledge of investments and portfolio management
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