Portfolio Specialist - U.S. Equity, International Equity and Global Equity Structured Research Strategies

As a Portfolio Specialist, you will support portfolio managers and investment teams by representing them in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal staff. You will work closely with sales, consultant relations, client service and other internal staff to communicate relevant information regarding the investment strategies supported.

Requirements

• Undergraduate degree from an accredited institution
• 10 years of relevant work experience
• Passion for the investment business with a deep understanding of investment concepts
• Strong working knowledge of U.S., international, and global investment strategies and tactics
• Exceptional relationship management skills
• Willingness to travel with an expectation of 20+% of time spent
• High level of personal integrity
• Service orientation
• High energy level and drive to succeed

Benefits

• Competitive compensation
• Annual bonus eligibility
• Generous retirement plan
• Hybrid work schedule
• Health and wellness benefits
• Paid time off
• Family care resources