Talent.com
Esta oferta de trabajo no está disponible en tu país.
Client Portfolio Manager

Client Portfolio Manager

DoubleLineLima Metropolitana, Lima, Peru
Hace 18 días
Descripción del trabajo

Join to apply for the Client Portfolio Manager role at DoubleLine

17 hours ago Be among the first 25 applicants

Join to apply for the Client Portfolio Manager role at DoubleLine

DoubleLine is seeking a Client Portfolio Manager (CPM) to join it’s Client Portfolio management team, which is tasked with supporting global sales and client retention by providing strategic insights and portfolio commentary—allowing investment teams to remain focused on portfolio management. This individual will serve as key liaison between the investment and distribution teams, acting as a subject matter expert on DoubleLine’s strategies, market views, and product positioning. This highly visible role is responsible for product marketing, client communications, macroeconomic commentary, and competitive analysis. The CPM is expected to deliver consistent messaging across institutional and retail audiences and contribute meaningfully to both internal strategy alignment and external relationship building.

Job Functions

  • Act as a liaison for the portfolio management team, communicating investment strategies and market views through presentations and written content.
  • Create and distribute market commentary and strategy updates for clients and internal teams.
  • Collaborate with portfolio managers and sales leaders to align messaging and support distribution.
  • Develop expertise in DoubleLine’s investment products (mutual funds, ETFs, CITs, SMAs, etc.).
  • Address client inquiries in coordination with the Global Relationship Management team.
  • Support sales and client service teams to enhance engagement and streamline the sales process.
  • Contribute to marketing materials, including decks and performance visuals.
  • Represent the firm in client / prospect meetings alongside sales and service teams.
  • Stay informed on economic trends and translate investment insights into clear narratives.

Qualifications

  • Bachelor’s degree required; advanced degree or CFA / CAIA preferred.
  • 8+ years in fixed income or related investment roles.
  • Strong grasp of asset management distribution and investment functions.
  • In-depth knowledge of global markets and investment vehicles.
  • Experience in institutional / intermediary client-facing roles.
  • Skilled in Bloomberg, Excel, and PowerPoint.
  • Excellent communication skills with the ability to simplify complex topics.
  • Willingness to travel for client engagements.
  • Base Salary Range

    The estimated base salary for this position is $175,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.

    Seniority level

    Seniority level

    Mid-Senior level

    Employment type

    Employment type

    Full-time

    Job function

    Job function

    Finance, Sales, and Consulting

    Industries

    Investment Management and Financial Services

    Referrals increase your chances of interviewing at DoubleLine by 2x

    Inferred from the description for this job

    Medical insurance

    Vision insurance

    401(k)

    Child care support

    Paid maternity leave

    Paid paternity leave

    Disability insurance

    Get notified when a new job is posted.

    Sign in to set job alerts for “Client Portfolio Manager” roles.

    Los Angeles, CA $160,000.00-$240,000.00 1 month ago

    Los Angeles Metropolitan Area $150,000.00-$250,000.00 1 month ago

    Beverly Hills, CA $100,000.00-$175,000.00 6 days ago

    Newport Beach, CA $205,000.00-$240,000.00 1 year ago

    Newport Beach, CA $195,000.00-$305,000.00 3 months ago

    Arcadia, CA $76,344.00-$200,000.00 2 weeks ago

    Los Angeles, CA $220,000.00-$415,000.00 2 weeks ago

    Newport Beach, CA $265,000.00-$305,000.00 1 month ago

    Senior Director / Principal-Business Strategy-Credit

    Los Angeles Metropolitan Area 3 weeks ago

    Los Angeles, CA $150,000.00-$200,000.00 2 weeks ago

    Executive Director / Director, Asset Backed Finance - Digital Infrastructure & Music / Film IP

    Ontario, CA $127,475.00-$184,838.00 2 weeks ago

    Irvine, CA $135,000.00-$165,000.00 2 weeks ago

    Newport Beach, CA $215,000.00-$305,000.00 3 months ago

    Irvine, CA $150,000.00-$175,000.00 2 weeks ago

    Rowland Heights, CA $95,000.00-$130,000.00 2 weeks ago

    Mission Viejo, CA $150,000.00-$175,000.00 2 weeks ago

    City of Industry, CA $67,200.00-$124,800.00 1 week ago

    Investment Sales Analyst + Jr. Broker | Investment Property Group

    City of Industry, CA $67,000.00-$95,000.00 1 day ago

    Downey, CA $67,200.00-$124,800.00 1 week ago

    Newport Beach, CA $67,200.00-$124,800.00 1 week ago

    We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

    J-18808-Ljbffr

    Crear una alerta de empleo para esta búsqueda

    Manager • Lima Metropolitana, Lima, Peru