Client Portfolio Manager (CPM) - Global Listed Real Assets
At a glance
Manager-level Investment & Corporate Development role at Nomura Holdings. New York · $120,000–$150,000 base.
financeroles summary, based on the employer's posting.
What you'll do
- Build and update client materials, including presentations, investment commentary, whitepapers and performance attribution analyses
- Explain the team’s investment approach, portfolio views and results to internal partners and, over time, institutional clients
- Support client meetings and relationships, coordinating communications across investment, sales, marketing and operations teams
- Prepare RFP and due diligence responses, and contribute market research and comparisons with competing offerings
- Work with product development to gauge demand for new investment vehicles and inform planning and expansion
What you bring
- A bachelor’s degree in finance, economics or a related discipline
- Three to five or more years in client portfolio management or another client-facing investment role
- Strong Morningstar Direct, Excel and PowerPoint skills, plus the ability to analyze large data sets and present findings clearly
- Clear written, verbal and presentation skills, with the ability to work across teams, locations and competing priorities
Who this fits
This New York role suits someone with client-facing investment experience who can turn complex strategies and data into clear materials and discussions. You’ll join the Global Listed Real Assets team, focusing mainly on Global Listed Infrastructure, and report to its Senior Portfolio Manager and team head. The role engages regularly with internal groups and may take on external institutional client work over time.
From the employer
Corporate Title: Associate
Department: Global Listed Real Assets
The pay range for this position at commencement of employment is expected to be between $120,000 and $150,000/year* (see below footnote for additional compensation and benefits information).
Company Overview
Nomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. For further information about Nomura, visit www.nomura.com.
Aon’s Benefit Index®, Nomura’s benefits rank #1 amongst our competitors
Division Overview: NAM International
The international business brings together a legacy of investing in public and private markets on a global scale. Through active management, we deliver differentiated and innovative solutions across equities, fixed income, multi-asset, and private credit supported by a team of disciplined and tenured investment professionals. Building upon Nomura’s century long heritage, our teams are responsible stewards of clients’ capital. We approach everything we do with accountability, curiosity, and integrity to help clients across wealth and institutional channels navigate an ever-changing market, capture opportunities around the world, and reach long-term investment goals.
Role Description:
We are actively seeking a highly motivated, articulate, collaborative and team-oriented Client Portfolio Manager to be part of our Global Listed Real Assets team in New York, with a primary focus on our Global Listed Infrastructure (GLI) capabilities. The successful candidate will report directly to the Senior Portfolio Manager and head of Nomura’s GLI team and will be an active member of the team, developing a detailed understanding of the GLI investable universe as well as our portfolio holdings, views, strategies and activities.
This position will engage regularly with our internal constituents and, in time, external institutional clientele to enhance their understanding of our GLI offerings, effectively communicating our investment philosophy, process, insights, and investment outcomes. The candidate will be responsible for creating and maintaining a variety of materials including presentations, whitepapers, attribution analyses, investment commentaries, RFPs/due diligence questionnaires, market research and competitive positioning analyses.
In this role, you will:
- Maintain current knowledge of relevant investment vehicle structures, performance drivers, and positioning
- Act as liaison between internal and external clients and the investment team
- Translate complex investment concepts and strategies for institutional clients, intermediaries, and internal stakeholders
- Support client meetings, presentations, and ongoing relationship management activities with both internal teams and external clients
- Ensure consistent messaging and positioning of investment strategies for both internal and external audiences
- Collaborate with sales, marketing, and operations teams to align client-facing communications
- Collaborate with product development teams to assess market demand for new vehicles and support strategic planning initiatives and market expansion
- Develop and maintain presentation materials, investment commentaries, and client communications for both internal and external use
- Support RFP responses and due diligence questionnaires
- Contribute to whitepapers and thought leadership content
Skills, experience, qualifications and knowledge required:
- Bachelor’s degree in Finance, Economics, or related field
- 3-5+ years of relevant experience within Client Portfolio Management or other client-facing investment roles, preferably with knowledge of Global Equity strategies
- Ability to work with multiple teams, locations and priorities
- Strong interpersonal, verbal and written communication and presentation skills
- Exceptional skills in Morningstar Direct, Microsoft Excel and PowerPoint. Proficiency in FactSet, Bloomberg, and/or MSCI Barra is a plus
- Ability to work with large data sets to concisely analyze and report insights/findings.
- CFA or advanced degree in Business, Finance, or related field
- Series 7 & 63 (preferred)
Nomura Competencies
Explore Insights & Vision
- Identify the underlying causes of problems faced by you or your team and define a clear vision and direction for the future.
Making Strategic Decisions
- Evaluate all the options for resolving the problems and effectively prioritize actions or recommendations.
Inspire Entrepreneurship in People
- Inspire team members through effective communication of ideas and motivate them to actively enhance productivity.
Elevate Organizational Capability
- Engage proactively in professional development and enhance team productivity through the promotion of knowledge sharing.
Inclusion
- Foster a culture of inclusion and psychological safety in the workplace and cultivate a "Risk Culture" (Challenge, Escalate and Respect).
*base pay offered may vary depending on multiple individualized factors, including market location, corporate and functional title and duties, job-related knowledge and advanced degrees, skills, and experience. The total compensation package for this position may also include other elements, including a sign-on bonus, restricted stock units, discretionary awards and eligibility for commissions for applicable sales roles in addition to a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered. Details of participation in these benefit plans will be provided if an employee receives an offer of employment.
If hired in the U.S., employee will be in an “at-will position” and the Company reserves the right to modify base salary (as well as any other discretionary payment or compensation program) at any time, including for reasons related to individual performance, Company or individual department/team performance, and market factors”.
Nomura is an Equal Opportunity Employer