Summary
The Portfolio Specialist is an investment professional responsible for developing messaging and content for the firm’s investment solutions and representing those solutions with clients and prospects. This person acts as an integral part of both the investment and distribution teams and possesses deep knowledge about the investment philosophy, process, and portfolio positioning for the firm’s investment solutions. This knowledge enables the Portfolio Specialist to serve as a liaison between the investment teams and the rest of the firm, and to be a credible representative of the investment team & strategy with external audiences, including consultants, advisors, institutions, and direct client relationships.
The Portfolio Specialist will serve as the firm’s primary spokesperson – both internally and externally – for designated investment solutions and must develop and maintain a strong knowledge of product features, including investment, operational, and competitive aspects. The Portfolio Specialist, as a representative of the firm’s investment professionals & strategies, must have a strong understanding of markets to be perceived as a credible & knowledgeable investment professional, and is also expected to contribute to the firm’s thought leadership efforts.
The Portfolio Specialist will report to the Director of the Portfolio Strategies Group.
Responsibilities
- Develop and maintain a working understanding of our investment solutions, including investment process, management team, operational features, pricing and cost structure, and performance
- Monitor competitive landscape and investment trends in the marketplace
- Develop and maintain strategy-related messaging and content (presentations, white papers, blog posts, commentary, etc.)
- Represent the firm with clients and prospects across multiple channels (financial advisors, institutional consultants, research analysts, Taft-Hartley plans & other institutions) and/or at speaking opportunities
- Serve as the primary internal subject matter expert for matters such as performance, pricing, process, investment vehicles, and general portfolio positioning/rationale
- Participate in product development discussions
- Contribute to production of original investment content for internal and external distribution
Qualifications
- 5+ years’ of investment-related experience in the investment management industry
- Excellent written and verbal communication skills
- Strong analytical ability and knowledge of investment markets
- Confidence and presence in client sales/service settings
- Ability to work in a team-oriented environment across multiple disciplines and departments
- Willingness and ability to travel up to 25% of the time
- CFA, CAIA and/or prior alternatives investment experience strongly preferred
- Series 7 and 63 or 66 licensing required or obtained within first 6 months of employment
Perks
- Health, dental & vision insurance
- Employer HSA contribution
- Opt out credit
- 401k employer match
- Paid volunteer days
- Gym reimbursement
Compensation: $115-125k expected base salary; additional incentive compensation expected