Client Portfolio Manager

To apply for this position, email your cover letter and resume to careers@eventidefunds.com.

Eventide is a growing, and mission-driven company looking to attract people who are eager to serve others and the global common good. Eventide employees work hard for the sake of others—our clients, other employees, and our world. We’re looking to make the world rejoice through a different kind of investing that puts capital to work in great businesses. Our mission is to honor God and serve our clients by seeking out investments in businesses creating compelling value for the global common good. Our proprietary Business 360® framework helps us identify and analyze stakeholder-oriented companies. Come join this exciting cause!

Eventide is seeking to hire a Client Portfolio Manager (CPM) to serve as a liaison between the portfolio management team and the sales, distribution, and marketing teams. This will include representing the team and its investment capabilities in client meetings and across all sales channels. Reporting to the Director of Investment Research, this position requires deep knowledge of global equity investing, specifically within the healthcare and technology sectors, product distribution, and must possess identifiable talent for communicating with clients.

Duties and Responsibilities

  • Shadow the portfolio team and be ready to represent market, risk, and portfolio positioning views, as well as investment rationale on specific holdings
  • Partner with Eventide’s salesforce to ensure a high degree of engagement with the company’s most significant intermediaries, clients, and prospects
  • Act as liaison between the portfolio management team, and Eventide’s sales team and clients, to ensure the team’s investment strategies are effectively represented
  • Represent the investment strategies by maintaining a detailed understanding of the team holdings, portfolio activity, performance analytics and positioning
  • Cover majority of client meetings (both in-person & via phone/video) across all distribution channels and geographies
  • Partner with Eventide’s Marketing, Sales, and Key Accounts teams to develop presentation materials, market data research, and competitive analysis
  • Ensure that investment insights of the team are delivered internally and externally via conference calls, whitepapers, videos, blogs and other media
  • Play a critical editorial role in preparing RFPs and RFIs

Qualifications

  • 10+ years of relevant experience in investment management required
  • MBA, CFA, or Master’s degree in Business, Finance, or Economics required
  • CPM experience representing actively managed equity portfolios preferred
  • FINRA Series 7 and 63 licenses or commitment to complete within 6 months
  • Biotech or science background preferred
  • Prior portfolio management or equity research experience is preferred
  • Excellent verbal and written communication skills
  • Record of success as a self-starter, capable of taking a leadership role in business execution
  • Ability to work well independently, prioritize, and manage time effectively in a dynamic and changing environment
  • High emotional intelligence and appreciation for diversity of thought
  • Passion for and commitment to Eventide’s mission and investment philosophy
  • Demonstrates the core values of Eventide in execution of duties
  • Demonstrates good judgment and integrity in decision making
  • Ability to work within Eventide’s Code of Ethics
  • Willingness to travel domestically

To apply for this position, email your cover letter and resume to careers@eventidefunds.com.

This job description is not intended to be all-inclusive. Employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Careers › Client Portfolio Manager

Mutual funds involve risk including the possible loss of principal. Past performance does not guarantee future results. The Funds’ ethical values screening criteria could cause them to under-perform similar funds that do not have such screening criteria.

Investors should consider a fund’s investment objectives, risks, charges and expenses carefully before investing or sending money. This and other important information can be found in the prospectus, which can be obtained at https://www.eventidefunds.com/prospectus or by calling 1-877-771-EVEN (3836). Please read the prospectus carefully before investing. Eventide Mutual Funds are distributed by Northern Lights Distributors, LLC, Member FINRA/SIPC, which is not affiliated with Eventide Asset Management, LLC.