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.

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.

• 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

• 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

• 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

• 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

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