Senior Portfolio Strategist

Janus Henderson Investors•Boston, MA

1d•$170,000 - $190,000•Hybrid

About The Position

Janus Henderson is seeking a Senior Portfolio Strategist primarily focused on U.S. intermediary clients, with additional opportunity for global client coverage. The role partners closely with sales to engage clients through individual meetings and group presentations, provide customized asset allocation analytics, and use Portfolio Construction and Strategy (PCS) deliverables to help implement strategies aligned with client investment objectives. The strategist also collaborates with sales and technology resources to improve PCS offerings and deliverables based on client needs. The position contributes ideas for client-facing content and thought leadership, researches portfolio construction methodologies, risk metrics, and industry trends, and helps identify suitable Janus Henderson strategies before and after client engagements. The role also promotes products and supports sales, while maintaining current knowledge of capital markets and the asset management industry. The position requires compliance with the firm's regulatory obligations, applicable policies, and Investment Advisory Code of Ethics requirements.

Requirements

Multi-asset experience as a portfolio construction subject matter specialist, multi-asset client portfolio manager, or multi-asset product manager.
Extensive client-facing experience with intermediary clients, including individual meetings, large group presentations, individual teams, and home office engagements.
Minimum 5–10 years of experience.
Bachelor’s degree or equivalent.
Deep asset management industry experience, including knowledge of distribution channels such as institutional, adviser-driven, platform placement, and/or insurance, and the ability to learn the drivers and needs of other channels quickly.
Extensive Excel and PowerPoint skills.
Comfort with detailed data analysis using sources including Morningstar Direct, Bloomberg, FactSet, and eVestment.
Series 7 and Series 63 required.
Willingness to adhere to the Investment Advisory Code of Ethics provisions concerning personal securities activities and disclosure and certification requirements, including past political contributions and political activities.

Nice To Haves

CFA designation or progress toward CFA.
Experience with international markets.
Coding experience.

Responsibilities

Focus primarily on intermediary clients located in the U.S., with additional opportunity for global client coverage.
Work with the sales team to drive client engagement through individual meetings and small group presentations.
Provide and present customized asset allocation analytics.
Partner with sales and technology resources to improve Portfolio Construction and Strategy offerings and deliverables based on client needs.
Contribute concepts and ideas for client-facing content and thought leadership.
Research industry-standard methodologies for portfolio construction techniques, risk metrics, and evolving trends.
Use Portfolio Construction and Strategy deliverables to help implement strategies aligned with client investment objectives.
Work with sales to identify potential fit for Janus Henderson strategies before and after client engagement.
Seek opportunities to promote products and drive sales.
Stay current on capital markets and industry trends to build subject matter expertise in portfolio strategy.
Carry out other duties as assigned.
Understand and abide by the firm's regulatory obligations, regulated-entity requirements, applicable policies, and Investment Advisory Code of Ethics requirements.