Client Portfolio Manager (CPM) Fundamental Equity

Department

The Fundamental Equity department consists of 85 investment professionals including CPMs and Investment Specialists and manages EUR 44 billion in assets. Investment teams are based in Rotterdam Zurich Hong Kong and Shanghai. The client base is global with assets currently concentrated in Europe the Middle East and Asia.

The Fundamental Equity Client Portfolio Management (CPM) team is part of the Investment Department. Its primary objective is to promote Robecos fundamental equity strategies by securing the support of Sales teams and through direct client engagement including one-on-one meetings and group presentations. The team currently comprises seven Client Portfolio Managers and two Investment Specialists and operates within the broader Global CPM organization.

Position & Requirements

As a Client Portfolio Manager within the Fundamental Equity team your initial focus will be on Thematic Equity strategies. The CPM model is flexible and designed to optimize commercial impact and client retention. Over time your coverage may expand to include a broader range of fundamental equity strategies.

As a CPM you will be involved across the full commercial lifecycle including client acquisition and retention for institutional and distribution clients globally. You will provide in-depth investment expertise on Robecos Thematic and broader Fundamental Equity strategies and in close collaboration with Sales present these to clients and prospects to support decision-making and drive business development.

Maintaining up-to-date knowledge of Robecos investment strategies and processes is essential as is close collaboration with portfolio management teams. This role requires frequent travel (up to approximately 50%) and is based in Zurich Switzerland.

Responsibilities

• Develop and maintain deep knowledge of Robecos fundamental equity strategies through ongoing collaboration with portfolio managers
• Partner closely with CPM colleagues to maximize team effectiveness and commercial outcomes
• Represent Robecos strategies in client and prospect meetings as well as at events covering both introductions and performance updates
• Prepare and oversee high-quality client presentations and marketing materials
• Respond to client and Sales queries and contribute to RFPs and DDQs
• Support investment teams in client meeting preparation and follow-up activities
• Manage internal and external reporting requirements
• Contribute to internal initiatives and business development projects

Requirements

• Minimum of 7 years relevant experience including direct client interaction in a product specialist role preferably within active fundamental equity investing
• Bachelors or Masters degree in Finance Business Administration or a related field
• Strong understanding of asset management including equity funds and ETFs
• Affinity with AI and a proactive mindset toward leveraging technology to enhance efficiency and quality
• Self-starter with strong organizational skills and the ability to manage multiple priorities under pressure
• Proactive and flexible team player with a collaborative mindset
• Strong analytical skills and attention to detail combined with pragmatic problem-solving ability
• Client-focused and results-driven
• Comfortable operating in a fast-paced dynamic environment
• Excellent communication skills in English and at least one additional European language (German French Italian or Spanish preferred)

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

Employment Type : Full-Time
Experience: years
Vacancy: 1