Associate Client Portfolio Manager

About Us

American Century Investments® is a leading global asset manager with over 65 years of experience helping a broad base of clients achieve their financial goals. Our expertise spans global equities and fixed income, multi-asset strategies, ETFs, and private investments.

Privately controlled and independent, we focus solely on investment management. But there’s an unexpected side to us, too. We direct over 40% of our profits every year—more than $2 billion since 2000—to the Stowers Institute for Medical Research. Our ongoing financial support drives the Institute’s breakthrough work and mission of defeating life-threatening diseases like cancer and Alzheimer’s. So, the better we do for our clients, the more we can do for everyone.

All 1,400 of us across the globe are inspired every day by the unique difference our hard work can make in so many lives. It shows in the curiosity we bring to every initiative, the deep relationships we build with our clients, and the way we treat each other in the hallway. If you’re excited to learn more about us, we can’t wait to learn more about you.

Role Summary

The primary responsibility of the Associate Client Portfolio Manager is to provide investment product expertise to multiple constituents across the entire firm. This role is responsible for representing American Century Investment’s investment management professionals in meetings, conference calls and seminars with clients, consultants and prospects. This individual will work extensively and directly with American Century’s equity strategies.

This hybrid position will be based out of our New York, New York office. 

This position is not eligible for visa sponsorship. Applicants must be authorized to work in the U.S. without visa sponsorship, now or in the future. 

How You Will Make an Impact

• Demonstrate an in-depth understanding of American Century’s Multi-Asset and Fixed Income products, philosophy and process. Communicate investment strategy, explain performance and provide market perspective.

• Analyze financial and economic data and interpret / communicate results. Experience with analytical tools preferred, e.g. Bloomberg, FactSet, eVestment Alliance, or Morningstar, Aladdin. 

• Deliver credible and persuasive presentations to clients/prospects in one-on-one committee, group and large audience settings. Serve as primary technical product expert for the Intermediary, International and Institutional sales and service teams, including new business presentations, site visits, product selections, investment reviews, product launches, and conference calls.

• Travel as necessary to visit clients, prospects and consultants inside and outside of the U.S. Travel is required, and demand will ebb and flow with business demands and market environment.

• Conduct periodic investment training for sales and marketing professionals in various sales channels.

• Position specific investment products against competition.

• Create/maintain institutional caliber presentation books to be used by both marketing and investment professionals. Lead all aspects of the design, content, and updates of all investment marketing presentations and materials for the discipline.

• Create and/or maintain a detailed written account of the investment process, philosophy, and portfolio construction methodologies.

• Communicate regularly with the portfolio teams on the needs of institutional and intermediary clients and prospects regarding investment policy, strategy, process, risk considerations, portfolio characteristics, and results.

• Collaborate with investment teams to understand American Century’s investment offerings to maintain and advance American Century’s competitive position. Provide strategic recommendations for new products. Serve as feedback mechanism from the marketplace to the investment process.

• Serve as resource for RFPs pertaining to the investment discipline and the positioning of investment products in the marketplace.

• Develop tools to help portfolio teams communicate and present consistent investment messages.

• Oversee the preparation of materials for meetings and coach portfolio managers in their presentations to institutional and intermediary clients.

• Conduct specific ad hoc project-oriented duties related to building the investment management department.

What You Bring to the Team (Required)

• Bachelor’s degree in marketing or finance or an equivalent combination of