Client Portfolio Associate – International Equities

• Support sales and client service activities across U.S. and Canadian distribution channels
• Develop knowledge of TGI strategies and vehicles to support prospecting and client relationship management
• Build relationships with the internal sales desk and select retail channels
• Support the internal sales consultant channel
• Analyze segmentation and other datasets to identify and prioritize business opportunities
• Monitor product availability across broker-dealer platforms to identify market opportunities
• Translate portfolio holdings, characteristics, and data into actionable sales ideas
• Create and deliver portfolio and market updates through email and Teams
• Support product positioning and broader sales initiatives across all channels
• Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral
• Analyze the competitive landscape and position TGI strategies with platforms and advisors
• Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels

• Bachelor’s degree
• 5–7 years of relevant experience in international equities and retail/institutional sales
• FINRA Series 7 and 63 licenses preferred, or ability to obtain them shortly after hire
• Progress toward the CFA designation or interest in pursuing it is a plus
• Understanding of global equity markets, investing, and portfolio management
• International and emerging markets experience preferred
• Experience in sales, investments, or an analytical role preferred
• Strong sales, presentation, and communication skills
• Proficiency in Microsoft Office, including strong Excel skills
• Ability to work collaboratively across functions and independently
• Strong written and verbal communication skills across technical and non-technical audiences
• Detail-oriented with strong analytical skills and sound judgment
• Ability to manage multiple priorities in a fast-paced environment
• Hybrid work arrangement with four days per week in the office

Demonstrates expertise in international equities and retail/institutional sales, with strong analytical skills to identify business opportunities and support client relationship management. Proficient in developing portfolio narratives and delivering market updates while collaborating effectively across teams.

• International Equities Experience
• Retail/Institutional Sales
• FINRA Series 7 License
• Strong Analytical Skills
• Microsoft Excel Proficiency

• Portfolio Management
• Data Analysis
• Sales Strategy Development
• Market Analysis
• Client Relationship Management

• Strong Communication Skills
• Detail-Oriented
• Collaborative Work Style
• Presentation Skills
• Ability to Manage Multiple Priorities

• Bachelor's Degree
• FINRA Series 63 License
• CFA Designation Progress

• Global Equity Markets
• Emerging Markets
• Broker-Dealer Platforms
• Sales Initiatives
• Investment Writing

• Microsoft Office
• Teams