Client Portfolio Manager

Department

Robeco has over 25 years of experience in thematic investing and currently manages more than EUR 15 billion across 13 thematic strategies. Our team of around 40 investment professionals including portfolio managers analysts client portfolio managers and investment specialists is based in Zurich and Rotterdam. We actively manage thematic equity funds and mandates for a global client base spanning Asia the Middle East Europe and the Americas.

As a Thematic Client Portfolio Manager (CPM) you will act as a key link between Robecos investment teams and global Sales organization. Your mission is to help raise and retain assets in our thematic strategies by delivering compelling insights and client engagement. You will develop deep knowledge of our investment strategies portfolio holdings and market trends to provide clear impactful updates to clients and prospects worldwide.

Position & Requirements

Responsibilities

• Build and maintain in-depth knowledge of Robecos thematic strategies through close collaboration with portfolio managers.
• Represent thematic strategies in client meetings (including prospects) at client events or internal forums.
• Prepare high-quality client presentations and marketing materials.
• Respond to client and Sales queries and review RFPs and DDQs.
• Support investment teams in client meeting preparation and follow-up.
• Manage regular internal and external reporting tasks.
• Contribute to internal projects and business development initiatives.

Requirements

All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.

Robeco Recruiting Team

Required Experience :

Manager

Key Skills

Project / Program Management,Project Portfolio Management,Portfolio Management,Credit Analysis,Banking,Pricing,Analysis Skills,Project Management,Financial Analysis,Budgeting,Property Management,Contracts

Employment Type : Full Time

Experience : years

Vacancy : 1