Client Portfolio Manager

3 days ago


Melbourne, Victoria, Australia Janus Henderson Full time

Why work for us?

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. We will do this by protecting and growing our core business, amplifying our strengths and diversifying where we have the right.

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

If our mission, values, and purpose align with your own, we would love to hear from you

Your opportunity
- Responsible for covering Janus Henderson's world class fixed interest team, primarily supporting the Australian fixed interest business.
- Responsible for driving the commercial success of covered products through business plan ownership, completion and implementation
- Work closely with the Global Head of Fixed Income CPMs, the Head of Australia Fixed Interest, and investment team partners to develop, articulate, and communicate longer-term business plan goals and targets to internal stakeholders.
- Represent and advocate for the Portfolio Managers both within the organisation and with the external client base; display expertise in articulating team philosophy, process, performance/attribution and portfolio positioning to internal and external clients
- Participate in regular investment discussions with portfolio managers and analysts.
- Engage with Portfolio Managers to ensure that investment strategy aligns with client expectations and guidelines across market environments to provide excellent client experience
- Drive distribution strategy to support new business and asset retention efforts with key accounts; activities will include internal strategy discussions, pro-active sales engagement, client queries, questionnaires, presentation material preparation, thought leadership generation and execution, final RFP review for custom or large opportunities, PR
- Provide investment voice in the product messaging, marketing strategy, and development of collateral material
- Represent Janus Henderson Investors (JHI) across the industry, building our reputation and brand through participation in client conferences and investment panels
- Engage with product development on future strategy of product set; including competitor analysis, fees and positioning
- Assist in client prospecting across all geographies and Distribution channels where necessary; travel for client service and prospecting across intermediary and institutional clients.
- Your role may require you to interact with other JHI offices, employees and third parties based in different time zones, outside of core business hours, such as the UK, USA and Asia.
- Carry out other duties as assigned

What to expect when you join our firm
- Hybrid working and reasonable accommodations
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- All-inclusive approach to Diversity, Equity and Inclusion
- Maternal/paternal leave benefits
- Complimentary subscription to Headspace - the mindfulness app
- Corporate membership to ClassPass and other health and well-being benefits
- All employee events including networking opportunities and social activities

Must have skills
- Business / Commercial Acumen - able to proactively develop clear objectives backed by data, understanding any problems that may prevent them being achieved and a way to overcome them
- Client Skills - able to write and report for a variety of audiences, adapting key messages by client type, and presenting and communicating with clients clearly and confidently
- Investment Knowledge - deep understanding of specific products or asset, including the impact of macro environment
- Data Assessment - able to extract and analyse performance and attribution data to inform business decisions and client communications
- Partnership - able to coordinate activities between PMs, Product Specialists, Product Development and Investment Specialists, able to listen and communicate effectively for different audiences to build trust
- Agility - able to respond effectively to changing environments, and proactively find ways to provide innovative solutions for clients and teams
- Teamwork - ability to work cooperatively within a team environment
- Travel as needed

Nice to have skills
- MBA, advanced degree or CFA Charter Holder preferred
- Experience with presentation development and delivery
- Advanced Excel, Word and PowerPoint skills
- Data gathering and interpretation from institutional sources including: Bloomberg, FactSet, Wilshire, Zephyr, Investor Force-PSN, Callan PEP software, etc.

Investment areas

Has responsibility for supporting portfolios



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