Client Portfolio Specialist
A growing asset management firm with a global client base and a strong reputation for delivering differentiated investment solutions across public markets is seeking a Client Portfolio Specialist to support their investment & sales teams. The firm combines deep investment expertise with a collaborative, entrepreneurial culture and is continuing to invest in its client-facing and product capabilities as assets and investor relationships expand.
This is an opportunity to join a high-performing organization where employees work closely with senior investment professionals, client relationship teams, and firm leadership while gaining meaningful exposure to investment strategy, portfolio construction, and investor communications.
The Opportunity
The Client Portfolio Specialist will serve as a key bridge between the investment team and external stakeholders. This individual will help communicate investment strategy, portfolio positioning, and market insights to prospects, clients, consultants, and internal distribution teams.
You will have direct exposure to senior investment professionals and firm leadership, significant visibility across investment and client-facing functions, and the opportunity to become a subject-matter-expert on the firm's investment strategies. Additionally, there is opportunity for long-term growth within the firm.
Responsibilities
Product & Investment Support
- Partner with investment professionals to develop and maintain product messaging and market commentary
- Assist in the preparation of client presentations, portfolio reviews, and investment materials
- Monitor portfolio developments and help communicate key market and performance updates
- Support the creation of quarterly reporting materials, fact sheets, and investment updates
- Maintain portfolio analytics and contribute to investment-related research projects
Client & Consultant Engagement
- Participate in client and prospect meetings alongside senior members of the investment and distribution teams
- Respond to client inquiries related to portfolio positioning, investment process, and market developments
- Support consultant and due diligence requests
- Assist with RFPs, questionnaires, and client reporting initiatives
- Develop relationships across institutional, intermediary, and wealth management channels
Cross-Functional Partnership
- Work closely with investments, sales, marketing, compliance, and operations teams
- Help ensure consistency of product messaging across client communications
- Contribute to strategic projects focused on investor engagement and business growth
Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field
- 2-6 years of relevant experience in asset management, client portfolio management, product strategy, research, consulting, institutional sales support, or client service
- Strong understanding of financial markets and investment concepts
- Excellent verbal and written communication skills
- Advanced proficiency with PowerPoint and Excel
- Strong organizational skills and attention to detail
- Ability to synthesize investment information and communicate complex concepts to varied audiences
Preferred Background
Candidates may come from:
- Product Specialist / Product Analyst roles
- Client Portfolio Management
- Institutional Client Service
- Consultant Relations Support
- Investment Strategy
- Equity Research
- Asset Management Rotational Programs
- Institutional Sales Support
FAQs
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