Vice President - Institutional Portfolio - BFS

Vice President Institutional Portfolio

KEY RESPONSIBILITIES AND DUTIES INCLUDE, BUT NOT LIMITED TO:

- Communicate the investment philosophy, process, and performance of specific equity products in both a client service and sales capacity for both mutual funds and separate accounts to Retail platforms/channels and Institutional clients and prospects. Also provides updates on overall financial market performance, economic trends and the investment team's investment outlook.

- Independently acts as a "proxy" for Portfolio Managers (PMs) by serving as the main investment contact for clients and/or intermediaries. Works closely with the Distribution 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 distribution initiatives and servicing key channels and clients.

- Work closely with the FTEME's Head of Business Development to demonstrate strategic direction-setting and prioritization.

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

- Provides PM perspective to internal business partners including Sales and Marketing, and partners closely with Marketing to create strategic/ global 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 as needed to the RFPs for complex investment questions.

- Contributes as needed to investment commentaries/Thought leadership pieces.

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