Senior Portfolio Strategist at Janus Henderson Investors | Austin, TX, US | Rezi

Senior Portfolio Strategist at Janus Henderson Investors

Senior Portfolio Strategist

Janus Henderson Investors · Austin, TX, US

3 days ago

Senior Portfolio Strategist

Janus Henderson Investors · Austin, TX, US

4 days ago
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About the Role

This role focuses on intermediary clients in the U.S. and globally, collaborating with the sales team to drive client engagement through presentations and customized analytics. You will partner with sales and technology to enhance portfolio construction offerings, contribute to client-facing content, and research industry trends. The position involves implementing strategies, identifying opportunities for Janus Henderson strategies, promoting products, and staying current on capital markets.

Responsibilities

  • Be primarily focused on our intermediary clients located in the U.S., with additional opportunity for global client coverage
  • Work closely with our sales team to drive client engagement through both individual client meetings and small group presentations
  • Provide and present customized asset allocation analytics
  • Partner with sales and technology resources to improve Janus Henderson's Portfolio Construction and Strategy offerings and deliverables dependent on client needs
  • Contribute concepts and ideas for client-facing content and thought leadership
  • Research industry standard methodologies surrounding portfolio construction techniques, risk metrics, and evolving trends
  • Use PCS deliverables to help implement strategies that deliver results on target with client investment objectives
  • Work with sales to identify potential fit for Janus Henderson strategies both pre- and post-client engagement
  • Seek opportunities to actively promote products and drive sales
  • Stay current on capital markets and industry trends to further subject matter expertise in portfolio strategy
  • Carry out other duties as assigned

Requirements

  • Multi-asset experience as a portfolio construction subject matter specialist, multi-asset client portfolio manager, or multi-asset product manager
  • Extensive client-facing experience with intermediary clients, including both individual client meetings and large group presentations, individual teams and home office engagements
  • Minimum 5-10 years’ experience
  • Bachelor’s Degree or equivalent
  • Deep experience with asset management industry, including knowledge of Distribution channels such as institutional, adviser-driven, platform placement and/or insurance, with the ability to quickly learn key drivers and needs of other channels
  • Extensive Excel and PowerPoint skills
  • Comfort with detailed data analysis, from sources including Morningstar Direct, Bloomberg, FactSet, and eVestment
  • Series 7 and Series 63 required
  • Willingness to adhere to the provisions of our Investment Advisory Code of Ethics related to personal securities activities and other disclosure and certification requirements, including past political contributions and political activities.
  • Understanding of regulatory obligations and adherence to regulated entity requirements and JHI policies applicable for your role.

Skills

  • Multi-asset experience
  • Portfolio construction
  • Client portfolio management
  • Product management
  • Client-facing experience
  • Excel
  • PowerPoint
  • Data analysis
  • Morningstar Direct
  • Bloomberg
  • FactSet
  • eVestment
  • Series 7
  • Series 63
  • CFA (preferred)
  • Progress toward CFA (preferred)
  • International markets experience (plus)
  • Coding experience (plus)

Location

  • U.S.

Work Type

  • Hybrid working

Experience Level

  • 5-10 years

Education Level

  • Bachelor's Degree or equivalent
  • CFA or progress toward CFA (preferred)

Salary/Compensations

  • $170,000 - $190,000
  • Annual Bonus Opportunity

Benefits

  • Hybrid working and reasonable accommodations
  • Generous Holiday policies
  • Paid volunteer time
  • Support to grow through professional development courses, tuition/qualification reimbursement and more
  • All-inclusive approach to Diversity, Equity and Inclusion
  • Maternal/paternal leave benefits and family services
  • Complimentary subscription to Headspace – the mindfulness app
  • Discounted membership to ClassPass and other health and well-being benefits
  • Unique employee events and programs
  • Complimentary beverages, snacks and all employee Happy Hours
  • Competitive compensation
  • Pension/retirement plans
  • Various health, wellbeing and lifestyle benefits

About the Company

  • A career at Janus Henderson is more than a job, it’s about investing in a brighter future together.
  • Our Mission at Janus Henderson is to help clients define and achieve superior financial outcomes through differentiated insights, disciplined investments, and world-class service.
  • Our Values are key to driving our success, and are at the heart of everything we do: Clients Come First - Always | Execution Supersedes Intention | Together We Win | Diversity Improves Results | Truth Builds Trust

Equal Opportunity

  • Janus Henderson Investors is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status.
  • We believe diversity improves results and we welcome applications from all backgrounds.
  • If you need any reasonable accommodations during our recruitment process, please get in touch and let us know at recruiter@janushenderson.com