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Client Portfolio Manager
Client Portfolio Manager-March 2024
Philadelphia
Mar 28, 2025
About Client Portfolio Manager

  Join our Philadelphia office as a Client Portfolio Manager and work collaboratively with the Investment Team to facilitate long-term growth by serving as a client-facing extension of our team. We utilize a defined investment process focused on fundamental research, with quantitative screening on the front-end and risk management on the back end. Our investment process is geared toward generating long-term investments for inclusion in well-diversified portfolios.At Macquarie, we are working to create lasting value for our communities, our clients, and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability. You'll be part of a supportive team where everyone - no matter what role - contributes ideas and drive outcomes.What role will you play?You will work with both internal audiences and external clients to articulate investment messages. Developing a detailed understanding of the securities owned in the investment team's portfolios, you will provide investment input into distribution activities and support a variety of projects including presentation material, risk analysis, stock attribution, investment commentaries, RFPs/due diligence questionnaires, market research and competitive positioning analysis. You will also collaborate with Product Management to ensure consistent communication of team messages.What you offerMinimum 7 years of relevant experience within Product Management, Client Portfolio Management, or other client-facing investment roles.Proficiency in Excel, PowerPoint, FactSet, Morningstar Direct.Ability to work with large data sets to concisely analyze and report insights/findings.Strong interpersonal, communication and presentation skills.Ability to work in a collaborative, team-oriented environment with a passion for markets and investing.We love hearing from anyone inspired to build a better future with us. If you're excited about the role or working at Macquarie, we encourage you to apply.BenefitsMacquarie employees can access a wide range of benefits which, depending on eligibility criteria and location, include:Hybrid and flexible working arrangementsOne wellbeing leave day per year and minimum 25 days of annual leavePrimary caregivers are eligible for 20 weeks paid leave along with 12 days of transition leave upon return to work and 6 weeks paid leave for secondary caregiversPaid volunteer leave and donation matchingRange of benefits to support your physical, psychological and financial wellbeingEmployee Assistance Program, a robust behavioral health network with counseling and coaching servicesRecognition and service awardsOur commitment to Diversity and InclusionThe diversity of our people is one of our greatest strengths, and an inclusive workplace enables us to embrace that diversity to deliver more innovative and sustainable solutions for our people, clients, shareholders and communities. At Macquarie, you'll be encouraged to be yourself and supported to perform at your best. If you're inspired to deliver on our purpose of 'empowering people to innovate and invest for a better future', we want you on our team. If you need adjustments made to the recruitment process, please reach out to your recruiter.All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other impermissible criterion or circumstance. Macquarie also takes affirmative action in support of its policy to hire and advance in employment of individuals who are minorities, women, protected veterans, and individuals with disabilities.We equip our people with the support to work in a range of flexible ways. Talk to us about what working arrangements would help you thrive.About Macquarie Asset Manageme tMacquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 December 2020, Macquarie Asset Management had $A550.9 billion of assets under management.

  About Macquarie

  A career at Macquarie means you'll have the opportunity to develop new skills, explore interesting fields and do challenging work that will impact the lives of people around the world-whether it's accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we're empowering people to innovate and invest for a better future.Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.Find out more at

  Job no: MAM-975625Work type: Permanent - Full timeLocation: PhiladelphiaCategory: Mid-senior, Mid-level, EquitiesGroup: Macquarie Asset ManagementDivision: Equities & Multi-AssetRecruiter: Ellen FaheyOpening Date: 19/1/2024

  All qualified applicants will receive consideration for employment and will not be discriminated against on the basis of race, color, religion, sex, sexual orientation, national origin, age, disability, or protected veteran status. Macquarie takes affirmative action in support of its policy to hire and advance in employment individuals who are minorities, women, protected veterans, and individuals with disabilities

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