Client Portfolio Manager - U.S. Equity

Job Description

Job Description

Company Overview :  Wasatch Global Investors is a leading independent investment management firm specializing in global small-cap, mid-cap and micro-cap equities. We have a fifty year history of delivering superior investment results to our clients across the globe. Wasatch is a 100% employee-owned firm with 93 employees managing approximately $26B in AUM out of our Salt Lake City, Utah headquarters. At our core, we are team-oriented, high-quality growth investors focused on active management and a long-term investment horizon.

Position : Client Portfolio Manager (U.S. Equity Strategies)

Location :  Salt Lake City, Utah

Role Summary :  The U.S. Client Portfolio Manager (CPM) is a multi-faceted, senior role at Wasatch working collaboratively with the investment research team as well as client facing and marketing roles. The CPM will be expected to integrate with our U.S. investment team to understand our portfolio investments and communicate our U.S. equity investment strategies, performance, and market insights to internal and external constituents.

The CPM will play a key role in building and maintaining strong relationships with our institutional and retail clients, acting as a proxy for the investment team in client and marketing meetings, as well as leading the aggregation, interpretation, and presentation of complex investment data to support other client and fundraising interactions.

A qualified candidate will have extensive experience in investment management, either directly working as a portfolio manager, analyst, or CPM, or as a decision maker at a consultant or allocator. The U.S. CPM’s skills and expertise will help drive Wasatch’s client acquisition and retention and AUM / firm growth.

Responsibilities :

1.Client Relationship Management :

• Cultivate and nurture relationships with existing and prospective clients
• Understand their investment needs, risk tolerance, and financial goals
• Provide tailored investment client service for our equity offerings

2.Investment Communication :

3.Product Expertise :

4.Sales Support :

5.Market / Investment Insights :

Qualifications :

Why Wasatch Global Investors?

If you are passionate about U.S. equities, client service, and driving investment success, we invite you to join our team. Apply at the link below.

This job description is intended only to describe the general nature of the position and does not constitute an all-inclusive list of duties, nor of the knowledge, skills, and abilities required to perform the job.

Wasatch Global Investors is an Equal Opportunity Employer.  In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Wasatch Global Investors will be based on merit, qualifications, abilities and other legitimate business factors.  Wasatch Global Investors does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex (including pregnancy and gender), sexual orientation, gender identity, disability, national origin, ethnic background, age (40 and over), genetic information (including of a family member), military service, citizenship and / or any other characteristic protected by applicable law.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.