What are the responsibilities and job description for the Associate Director, Client Portfolio Management position at GEM?
Job Description
The Associate Director’s primary responsibility is to support the portfolio and relationship management for a select group of the firm’s clients. Associate Directors are responsible for overseeing client strategy and workflow, collaborating with investment team members to monitor portfolio evolution, leading analytical projects, ensuring quality control for all client deliverables, and building relationships with client staff and trustees.
Key Responsibilities
The position responsibilities include, but are not limited to, the following:
Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.
Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions, evaluating how and why things are done, and offering solutions. This level of involvement and trust is developed through bonding opportunities over shared meals, joint celebrations, and team and firm outings.
Service is also a key element of GEM’s culture. Employees are presented with opportunities to serve both internally and externally. They can sign up to serve on various internal committees, such as the Community Engagement Committee, and volunteer with local nonprofits. GEM aims to improve the local community while encouraging its team members' spirit of giving.
The Associate Director’s primary responsibility is to support the portfolio and relationship management for a select group of the firm’s clients. Associate Directors are responsible for overseeing client strategy and workflow, collaborating with investment team members to monitor portfolio evolution, leading analytical projects, ensuring quality control for all client deliverables, and building relationships with client staff and trustees.
Key Responsibilities
The position responsibilities include, but are not limited to, the following:
- Act as a day-to-day resource for a group of clients, engaging actively with all constituencies, internal and external, alongside Directors and the Co-Chief Investment Officer.
- Collaborate with the investment team, operations, and other functional areas across the firm to understand all aspects of client portfolios.
- Contribute to external communication of investment results and thinking across asset classes via quarterly letters, client meetings, presentations, and other content.
- Stay abreast of all pertinent issues related to a select group of clients, including overall objectives, service requirements, and industry trends.
- Identify opportunities to leverage the firm’s capabilities to initiate projects that add value to client staff and trustees.
- Manage Analyst and Associate workflow.
Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.
- Bachelor’s degree from an accredited college or university with strong academic credentials and a record of achievement
- 6 – 10 years of relevant professional experience
- Demonstrated investment acumen, including a strong comprehension of the principles of total portfolio management, through the CFA or equivalent work experience
- Project management experience preferred
- Self-motivation, in particular, the capacity to take good idea from generation to execution
- Ability to collaborate with internal teams to synthesize complex information and inputs
- Position Type – Full-time
- Work schedule – Minimum 40 hours/week
- Work location – Hybrid (3 days in-office, 2 days remote) subject to manager discretion
- Work Environment – Office
- Essential physical requirements – Ability to sit and work on a computer for an extended period
- Travel requirements – 10-20 percent depending on client needs
- Competitive, market-based compensation
- Comprehensive medical, dental, and vision health insurance
- Flexible Spending Account / Health Savings Account
- Short- and long-term disability insurance
- Life insurance / AD&D
- 401(k) retirement plan with employer contribution
- Wellness reimbursement program
- Charitable donation match program
- Paid time off
- Education assistance, including certification, membership reimbursements, and more.
- Team and company events
Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions, evaluating how and why things are done, and offering solutions. This level of involvement and trust is developed through bonding opportunities over shared meals, joint celebrations, and team and firm outings.
Service is also a key element of GEM’s culture. Employees are presented with opportunities to serve both internally and externally. They can sign up to serve on various internal committees, such as the Community Engagement Committee, and volunteer with local nonprofits. GEM aims to improve the local community while encouraging its team members' spirit of giving.