Mobile & Conversational Messaging Product Lead at Zeta Global. Responsible for defining and scaling strategy across SMS, WhatsApp, and Mobile Push while leading platform development.
About the role
- Associate Director managing PFI-focused portfolios for a global asset management firm. Supporting senior leadership with portfolio construction, asset allocation, and client mandate execution.
Responsibilities
- Conduct and enhance portfolio analytics to support portfolio management decisions and SMA mandate design
- Review and assess eligible assets for allocation across funds and SMAs to ensure adherence to credit quality, diversification, and investment guidelines
- Take the lead on crafting/assessing content for PFI Portfolio Management client reporting/certification and help review finalized reporting for accuracy
- Collaborate with Portfolio Managers, Client Service, and other stakeholders to address client queries and support investor confidence
- Identify information required and help coordinate responses for prospect Requests for Proposals (“RFP”)
- Lead preparation of quarterly client updates, presentations, and due diligence packages
- Work with Portfolio Business Solutions to design user interfaces and build out PFI database tools supporting pipeline and portfolio monitoring needs
- Participate in client and prospect meetings to discuss portfolio positioning, performance drivers, and investment pipeline
Requirements
- Client-focused and entrepreneurial mindset
- Strong analytical, problem-solving, and detail-oriented aptitude
- Team player that works well in cross-functional situations
- Ability to prioritize work and manage against tight deadlines
- Excellent communication skills with ability to explain complex concepts clearly
- Understanding of investment grade private credit portfolios and deal types
- At least two years of experience at an asset manager, financial institution, or consulting firm
- Familiarity with PFI considered a strong asset
- University or other post-Secondary education in a relevant field (e.g. Finance, Accounting or Mathematics)
- CFA, CIM, CPA or MBA designation considered an asset
- Advanced Excel and PowerPoint skills required; Bloomberg and Aladdin considered an asset
Benefits
- Excellent benefits and wellness programs to support the three pillars of your well-being – mental, physical and financial – including generous vacation and sick time
- Market-leading paid family, parental and adoption leave
- A partially-paid sabbatical program
- Medical plans
- Company paid life and AD&D insurance as well as disability programs and more
- Retirement and Stock Purchase programs to help build and enhance your future financial security including a 401(k) plan with an employer-paid match as well as an employer-funded retirement account
- A flexible work environment with a friendly, caring, collaborative and inclusive culture focused on career growth development
- Opportunity to move along a variety of career paths with amazing networking potential
- Award winning workplace culture - Great Place to Work® Certified in Canada and the U.S., “Best Places to Work in Money Management” by Pension & Investments, “Top 10” employer by the Boston Globe's “Top Places to Work” two years running
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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