Job Description

Fund Manager - Offshore Equity (USA)

Fund Manager (FM):

Purnartha seek to recruit fund manager to support a CIO. The role is responsible for representing the investment team externally. The Fund Manager will meet with clients, prospects, and intermediaries to explain the investment philosophy, process, and performance of specific investment products. The FM will serve as an integrated member of the investment team, focusing on partnering with key distribution channels and clients to support business growth and the retention of assets.

Key Responsibilities :

- Communicate the investment philosophy, process, and performance of specific equity products in both a client service and sales capacity. Also provides updates on overall financial market performance, economic trends and the investment team\'s investment outlook.

- Serve as the main investment contact for clients and/or intermediaries. Works closely with the Distribution/Sales team and Client Relationship Managers to establish new relationships and maintain/grow existing client relationships.

- Promotes, defends and competitively positions the product line and is actively involved in sales/distribution initiatives and servicing key channels and clients.

- Work closely with the Head of Sales (Business Development) to demonstrate strategic direction-setting and prioritization.

- Takes ownership of gathering and retention of assets under management.

- Provides FM perspective to internal business partners including Sales and Marketing, and partners closely with Marketing to create strategic messaging and investment content for assigned investment strategies.

- Responsible for challenging and validating appropriateness of investment strategy and process to meet the clients\' stated needs within the agreed guidelines.

- Stays abreast of identified market trends and the competitive landscape, along with the relative positioning of their investment team.

- Contributes to and facilitates creation of investment content and product set messaging.

Ideal qualifications, skills & experience :

- CA/CFA or Master\'s degree required; or advanced degree in finance sector preferred.

- 15+ years of financial services experience; previous experience as a Fund /Portfolio Manager/Product/Portfolio specialist desired

- Strong knowledge of capital markets

- Excellent grasp of and familiarity with portfolio management, construction and analytical tools, risk management, performance attribution etc.

- Demonstrated knowledge of distribution channels, investment vehicles and pricing structures

- Excellent interpersonal, presentation, and relationship-management skills; self-driven, resourceful, and entrepreneurial, Strong written and verbal communication skills

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