Legg Mason

  • Head of Investment Program Management for Alternative Distribution Strategies

    Job Locations US-CT-Stamford | US-NY-New York
    Req. #
    Alternative Distribution Strategies
    Position Type
  • Position Overview

    Legg Mason is seeking a portfolio strategy leader to manage the long-term strategy and administration of the Investment Group within Legg Mason’s Alternative Distribution Strategies (ADS) team. In this senior role, you will report to the Global Head of ADS and work closely with the investment team of Legg Mason’s multi-asset affiliate, QS Investors, to manage the investment programs for Legg Mason’s FinTech affiliates as well as managing a team of Analysts who are responsible for in-depth knowledge of Legg Mason and competitor products and how those products are incorporated into portfolios. If you've ever been a PM, Head of Portfolio Construction, or Head of Research, this could be for you! Location is Stamford, CT or New York City.

    Key Responsibilities:

    • Fintech Investment Strategy
      • Lead the development and maintenance of the investment programs for the ADS fintech offerings including asset allocation structure, investment model mapping, investment selection and re-balancing and strategic and tactical asset allocation updates by partnering with Legg Mason’s affiliate, QS Investors
      • Acts as the liaison with key internal and external business partners to represent ADS’ investment program
      • Coordinate weekly Investment Committee Meetings by gathering and communicating the information and framing of issues regarding the fintech investment programs
      • Alert/confer with shared services such as legal, compliance, technology and marketing regarding the fintech investment platform and any investment program changes 
    • Product Insights and Communication
      • Leads analytical support efforts through research and data-mining to support sales and marketing initiatives
      • Sets framework for providing education and documentation on how Legg Mason and competitor products fit into portfolios and explain the expected product outcomes through risk analytics, stress testing and factor-based modeling
      • Collaborates with Product, Global Marketing and Communications, and Sales partners to develop process to select strategic products meeting current capital market challenges/opportunities, solving for client needs and having strength in performance for inclusion in strategic annual sales plans
      • Lead the team responsible for the development of investment strategy positioning, performance context, and sales messaging for multi-asset strategy suite 
    • Competitive Analytics
      • Set the overall strategy and framework for the reporting and analyzing how internal and external strategies differ
      • Guide the Competitive Analytics team in developing tools and reports on products and/or portfolios with the goal of providing better transparency into how Legg Mason products offer better solutions for our clients
      • Act as the senior relationship manager for analytical tool providers to Legg Mason
      • Refines and implements metrics to analyze the effectiveness and efficiency of the competitive analytics provided by the team


    • MBA or graduate degree in Finance or related field a plus
    • CFA Charter holder or equivalent postgraduate training or experience
    • Series 7, 24 and 63/66 licenses (or ability to obtain shortly after hire)
    • 10-15 years' experience related to analytical work and portfolio construction
    • Deep understanding of investment industry, products, and regulatory guidelines and environment impacting industry.  Excels at synthesizing information to identify client or industry trends/issues as well as investment contemporary investment topics relevant to client discussions
    • Proficiency in various risk-based research systems and reporting (ex. Morningstar Direct, Bloomberg Point, MPI Stylus and Factset) 
    • Excellent analytical skills with an extensive knowledge of sales process
    • Excellent problem solving and analytical thinking abilities
    • Ability to articulate investment ideas and discuss relevance to market professionals
    • Superior interpersonal and presentation skills with the ability to interact with clients as necessary
    • Good project management skills with the ability to multi-task and meet deadlines
    • Team player with ability to work cross functionally
    • Ability to travel 25% of time

    Company Overview

    Legg Mason is a leading global asset management firm that offers rewarding career opportunities for individuals who share our core values: integrity, collaboration, and accountability. We have a presence in every major financial center across the globe, and we look for exceptional professionals who want to shape a rewarding career through intellectual curiosity, leadership, and team-oriented approach. If you are passionate about the investment business and about building your future with one of the industry's premier firms, consider the opportunities at Legg Mason today.


    Legg Mason offers a competitive salary and comprehensive benefits package which includes medical, dental, vision, 401(k) with match, extensive paid time off, employee stock purchase plan with match, paid parental leave for all employees, and so much more! Learn more about Legg Mason and our total rewards here


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