Client Portfolio Manager

Marketing New York, New York


What we do:

First Eagle is an independent, privately owned investment management firm headquartered in New York with approximately $109 billion in assets under management (as of 3/31/22). Throughout a heritage that dates to 1864, the firm has sought to generate attractive real returns for our clients over the long term. This tradition remains central to our mission today, guided by a set of core investment tenets that sustains our culture while also allowing philosophical autonomy among our talented portfolio management teams. First Eagle’s range of actively managed equity and equity-oriented, public, and private credit, multi-asset and alternative strategies reflect our dedication to disciplined and unconventional thinking, a global perspective, and the long-term alignment of interests.

What drives us:

At First Eagle, clients come first, always. To deliver on this commitment, it is incumbent upon us to nurture an environment that both attracts, develops, and retains a talented, inclusive workforce, and inspires each of our employees to do their life’s best work on behalf of our clients. Inherent in this dynamic is a culture that promotes equality, diversity and respect and holds every member of the organization to the highest standards of integrity and accountability.

Who we are looking for:

First Eagle is seeking a Client Portfolio Manager to partner closely with our Global Value and Institutional sales teams to ensure high quality engagement with client and prospects. This individual will report to and work in close partnership with the Head of Product. This role requires a thorough understanding of the firm’s capabilities, investing philosophy, portfolio composition, and capital markets dynamics.

What you will do:

  • Understand and articulate the Global Value Team investment process, portfolio strategy and investment theses for individual portfolio holdings across Global Value Team strategies and serve as a credible representative for research professionals in new business and client meetings, primarily with the Institutional Sales team;
  • Partner with our Business Development and Client Relationship Management teams to ensure high quality engagement with clients and prospects;
  • Communicate with clients and prospects on behalf of our Portfolio Managers while also advocating internally for client needs;
  • Work closely with the senior management, investment management professionals, client-facing teams, and other members of the firm to provide high-quality service to our existing clients;
  • Collaborate with Product, Marketing and Sales in developing written materials and exhibits on investment strategies for purposes of client communications; and
  • Provide insights from client and prospect interactions that can assist in the product development of new investment strategies or enhancements to existing offerings.

The qualities you should have:

  • BA/BS required; concentration in finance or economics very strongly preferred. MBA, CIMA, CFA, CAIA or progress towards preferred
  • 15-20 years of investment related experience
  • Outstanding presentation and communication skills, particularly via in-person and phone/video
  • Exceptional client service/relationship building skills and demeanor
  • Willingness to travel extensively, including international
  • Superior work ethic and ability to multi‐task
  • Intellectual curiosity and passion for financial markets
  • Strong analytical skills

First Eagle requires employees to be fully vaccinated to work in the office unless an exemption is approved as a reasonable accommodation in accordance with applicable law.

First Eagle Investment Management, LLC (FEIM) is an Affirmative Action and Equal Opportunity Employer. Equal Employment Opportunity has been, and will continue to be, a fundamental principle at FEIM, where employment is based upon personal capabilities and qualifications without regard to race, color, religious belief, including dress and grooming practices, sex, sexual orientation, gender identity, gender expression, age, national origin, marital status, citizenship, disability, veteran status, pregnancy, breastfeeding or medical conditions related to breastfeeding, status as a victim of domestic violence, sexual assault, or stalking, or any other basis protected by applicable federal, state or local law, genetic information or characteristics (or those of a family member), or any other protected characteristic as established by law.