Client Strategist

The Client Strategist (CS) serves as a key link between the investment team and client facing functions. The role is responsible for articulating our investment strategies, delivering high quality investment communication, supporting distribution partners, and enhancing client understanding of portfolio positioning, performance, and market views. The CS enables portfolio managers to focus on alpha generation while ensuring consistent, timely, and compelling communication to clients and prospects.

What you will do

Client & Distribution Support

• Act as a subject matter expert for assigned investment strategies in client meetings, due diligence, and RFP processes.
• Partner with Sales and Relationship Management teams to support business development and client retention efforts.
• Provide clear explanations of investment philosophy, process, positionin...