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Investment Strategy Liaison Clients & Advisors
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-18
Listing for:
Insight Global
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Portfolio & Asset Management
Job Description & How to Apply Below
Insight Global is seeking an experienced investment professional to act as a key liaison between portfolio management and clients, delivering clear messaging on investment strategy, portfolio positioning, and performance to financial advisors and clients while supporting the broader investment team.
The role requires collaboration with portfolio managers, participation in client meetings, and a strong grasp of portfolio construction, asset allocation, and market dynamics to effectively convey
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