Senior Client Portfolio Manager

US Bank • Philadelphia, PA

439d • $129,455 - $152,300

About The Position

The Senior Client Portfolio Manager at U.S. Bank is responsible for managing institutional multi-asset class client portfolios, focusing on performance, client servicing, and business development for the bank's largest OCIO clients, particularly corporate clients. The role involves reviewing portfolio strategies, participating in investment strategy processes, and contributing to client communications and thought leadership. A strong emphasis is placed on collaboration with internal partners and the ability to adapt to market developments.

Requirements

• Minimum 10-15 years working with multi asset class investments for institutional clients.
• Minimum 10-15 years of experience working with institutional investment clients with emphasis on corporate clients; corporate pension/LDI knowledge and experience would be a plus.
• Prior experience participating in institutional investment sales and business development efforts, with emphasis in the corporate segment.
• Superior oral and written communication skills, and presentation skills.
• Demonstrated past experience with initiating new ideas, promoting best practices, and leading improvement projects.
• MBA and/or CFA strongly preferred.

Responsibilities

• Portfolio construction and ongoing monitoring of multi-asset class portfolio strategies for OCIO clients.
• Communication and in-person meetings with OCIO clients on portfolio performance and strategy, and market/economic developments and outlook.
• Effective communication and representation of USBAM's market views and outlook to OCIO clients, prospects, and key internal partners.
• Support OCIO clients with investment policy and strategy development.
• Support and contribute to sales efforts and business development strategy to grow USBAM's OCIO investment business.
• Strong collaboration and relationship building with critical internal bank partners.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Credit Intermediation and Related Activities
• Education Level: Master's degree