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21.co
Client Portfolio Manager
at 21.co
3 months ago | 404 views | 1 applications

Client Portfolio Manager

Full-time
Start-up
United States
Per year
$145,000 To $185,000

About the company

21.co is the world’s leader in providing access to crypto through simple and easy to use products. 21.co is the parent company of 21Shares, one of the world’s largest issuers of cryptocurrency-backed exchange traded products (ETPs) – which is powered by Onyx, a proprietary technology platform used to issue and operate cryptocurrency ETPs for 21Shares and third parties. 21Shares was one of the first to issue a bitcoin ETP in 2019 and manages a suite of ETFs in the U.S., including a spot bitcoin ETF and 40’ Act vehicles. The company has offices in Zurich, London, and New York. 21.co was founded in 2018 by Hany Rashwan and Ophelia Snyder. Cathie Wood, Chief Executive Officer & Chief Investment Officer of ARK Invest is a board member.

Job Summary

What You Will Be Doing:

📍Build and maintain strong relationships with clients to understand their financial goals and investment objectives. 📍Communicate with clients regularly to provide updates on portfolio performance, market trends, and investment opportunities. 📍Leverage your deep understanding of investment products, asset classes, and market instruments to construct tailored investment strategies. 📍Conduct thorough research and analysis to identify suitable investment opportunities, optimize portfolio performance, and ensure alignment with client objectives. 📍Provide product-specific insights and recommendations to clients, addressing their inquiries and concerns regarding portfolio composition and performance. 📍Develop and deliver product-related presentations and training sessions for clients and internal stakeholders. 📍Stay up to date on industry regulations, compliance requirements, and product developments to ensure adherence to best practices and standards. 📍Stay informed about market trends, economic indicators, and regulatory changes that may impact client portfolios. 📍Meet with prospective clients to discuss our services and investment offerings and handle client inquiries, requests, and concerns in a professional and timely manner. 📍Serve as a key point of contact for clients, building and maintaining strong relationships to understand their needs and deliver exceptional service.

Qualifications:

📍Degree in Finance, Economics, or a related field. CFA or similar certifications are a plus. Active Series 3 and 63 (or 66) licenses, required 📍Experience in crypto assets, required 📍5+ years of experience in portfolio management, investment analysis, product management, or related roles within the financial services industry 📍Strong knowledge of investment products, asset classes, market instruments, and portfolio construction techniques. 📍Excellent analytical skills and attention to detail with the ability to interpret complex product information and data. 📍Effective communication and presentation skills with the ability to convey product insights and recommendations to clients and stakeholders. 📍Ability to work collaboratively with cross-functional teams, adapt to changing market conditions, and prioritize competing demands.

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