Talent.com
Portfolio Specialist

Portfolio Specialist

Artisan PartnersBoston, MA, United States
1 day ago
Job type
  • Full-time
Job description

Artisan Partners' EMsights Capital Group seeks an experienced portfolio specialist to represent the strategies managed by the team. The portfolio specialist will primarily interact with the investment team along with prospects and clients, investment committees, boards and others to support new business opportunities and service clients through investment discussions, portfolio reviews, market reviews and investment solution positioning and performance reviews. The ideal candidate has deep knowledge of emerging markets debt, the competitive landscape and global asset management trends. The ability to support the team's growth with a proven sales record to identify and win new business is a plus.

Location : Boston, MA

Base Salary Range : $100,000 - $150,000

Specific placement within the provided range will be determined by an individual's geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate can expect to :

  • Serve as a trusted advisor to the portfolio managers and partner to the business leader
  • Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, and geographies
  • Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
  • Provide support to the existing client base via routine and ad hoc client service efforts; ability to independently communicate performance attribution, portfolio design and structure, asset allocation and security selection
  • Monitor and actively report on competitor and product trends
  • Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals / Request For Proposal / Request For Information, etc.), cash flows and marketing materials
  • Develop and produce written and digital communication for the team
  • Create and edit a variety of marketing and thought leadership content, intended for a sophisticated, institutional-oriented audience - including e-mail content, portfolio commentaries, thought leadership papers, blog posts, web content, reports, and sales presentations
  • Thoroughly analyze portfolio performance and positioning and craft commentary used to update investors and prospective investors, drawing on the key aspects of the investment team's management style and investment philosophy
  • Assist in the ongoing monitoring of industry publications and news to identify potential investors and new search activity
  • Collect and communicate portfolio / market information and client background to head of business development in preparation for client / prospect / consultant meetings. (i.e., attribution, presentations, portfolio updates, etc.)

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess :

  • At least 5 years of experience at a buy side firm with a combination of portfolio specialist and sales experience
  • Deep knowledge of the emerging markets debt space and investment strategies
  • Effective communication skills to clearly articulate the team's investment process, differentiated approach and competitive edge
  • Strong interpersonal skills to cultivate relationships internally and externally
  • Entrepreneurial approach with a desire to build a top-tier investment franchise
  • Demonstrable sales success through persistence, creativity and commitment to a shared vision
  • Ability to travel on a regular basis; domestic and global (25%)
  • CFA and / or MBA is strongly desired
  • FINRA Series 3, 7 and 63 licenses are required for the role (or obtained within initial 6 months of employment)
  • Privacy Notice for California Applicants

    Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

    #LI-Onsite / span>

    Create a job alert for this search

    Portfolio Specialist • Boston, MA, United States

    Related jobs
    • Promoted
    Manager, Portfolio Tools Engineering Boston, Massachusetts, United States

    Manager, Portfolio Tools Engineering Boston, Massachusetts, United States

    Acadian AssetBoston, MA, United States
    Full-time
    Acadian is an equal-opportunity employer dedicated to promoting an environment of respect, acceptance, tolerance and cooperation. We value and support difference in age, gender, race, national and e...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Investments Portfolio Manager

    Investments Portfolio Manager

    Rockland TrustHanover, MA, United States
    Full-time
    Rockland Trust Company's fast growing Investment Management Group with approximately $9B in AUA has an exciting opportunity for the right motivated individual in our group.The position as a portfol...Show moreLast updated: 19 hours ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    BCI - Brokerage Consultants IncBoston, MA, United States
    Full-time
    An established full-service wealth management firm with over $1B in AUM seeks a client-facing Analyst to support the construction and ongoing management of client portfolios and financial plans.Thi...Show moreLast updated: 30+ days ago
    • Promoted
    Portfolio Operations Analyst | Investment Management | Hybrid

    Portfolio Operations Analyst | Investment Management | Hybrid

    Living TalentBoston, MA, US
    Part-time
    Quick Apply
    Portfolio Operations Analyst (Investment Management).Deliver high-quality investment solutions to institutional & high-net-worth clients. Collaborate, support and maintain strong relationships with ...Show moreLast updated: 29 days ago
    • Promoted
    • New!
    Portfolio Manager

    Portfolio Manager

    USA JobsBoston, MA, US
    Full-time
    At Liberty, we strive to maximize our impact and exceed our goals by investing in our teammates to deepen our relationships in the workplace and communities we serve. We take pride in promoting a so...Show moreLast updated: 2 hours ago
    • Promoted
    • New!
    Portfolio Manager-Advisory Solutions

    Portfolio Manager-Advisory Solutions

    Franklin TempletonLincoln, MA, United States
    Full-time
    Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach ...Show moreLast updated: 19 hours ago
    • Promoted
    • New!
    Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid

    Senior Portfolio Manager (Strategic Enterprise Initiatives) - Hybrid

    M&T BankBoston, MA, United States
    Full-time
    Who We Are : Enterprise Transformation Delivery.Engaged in the bank's most critical & strategic initiatives, leveraging modern delivery approaches. A results-oriented team of 30+ professionals, we pr...Show moreLast updated: 19 hours ago
    • Promoted
    • New!
    Portfolio Mgr. - EIM Public Markets

    Portfolio Mgr. - EIM Public Markets

    FM CorporationWaltham, MA, United States
    Full-time
    FM is a leading property insurer of the world's largest businesses, providing more than one-third of FORTUNE 1000-size companies with engineering-based risk management and property insurance soluti...Show moreLast updated: 19 hours ago
    Portfolio Analyst

    Portfolio Analyst

    Ballentine PartnersWaltham, Massachusetts, United States, 02451
    Full-time
    Ballentine Partners is a leading independent wealth management firm headquartered in the Boston area, with additional offices in Florida and New Hampshire and clients worldwide.Our client families ...Show moreLast updated: 27 days ago
    • Promoted
    Portfolio Analyst

    Portfolio Analyst

    SDL Search PartnersBoston, MA, United States
    Full-time
    About the job Portfolio Analyst.We are seeking a detail-oriented and strategic Portfolio Analyst to join our dynamic real estate investment firm. This role will support the management and performanc...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Portfolio Manager

    Portfolio Manager

    Blue Cross Blue Shield of MassachusettsBoston, MA, United States
    Full-time
    Ready to help us transform healthcare? Bring your true colors to blue.This Portfolio Manager will be within the Enterprise Technology (ET) team of BlueCross BlueShield of Massachusetts and will rep...Show moreLast updated: 19 hours ago
    • Promoted
    Credit Product Portfolio Specialist

    Credit Product Portfolio Specialist

    Boston StaffingBoston, MA, US
    Temporary
    Credit Product Portfolio Specialist.At Wells Fargo, we are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo.It all begins ...Show moreLast updated: 2 days ago
    • Promoted
    • New!
    Portfolio Advisor

    Portfolio Advisor

    Wellington Insurance GroupBoston, MA, United States
    Full-time
    Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cul...Show moreLast updated: 19 hours ago
    • Promoted
    • New!
    Manager, Portfolio

    Manager, Portfolio

    FirstService ResidentialCanton, MA, United States
    Full-time
    As a Portfolio Manager, you will provide strong leadership and management direction on behalf of Board of Directors and FirstService Residential. This position will oversee the entire operation and ...Show moreLast updated: 19 hours ago
    • Promoted
    Associate, Portfolio Valuation and Complex Securities

    Associate, Portfolio Valuation and Complex Securities

    StoutBoston, MA, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 28 days ago
    • Promoted
    Portfolio Analyst, Sponsor & Specialty Finance

    Portfolio Analyst, Sponsor & Specialty Finance

    Webster BankBoston, MA, United States
    Temporary
    If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...Show moreLast updated: 8 days ago
    • Promoted
    • New!
    Analyst / Associate, Portfolio Support

    Analyst / Associate, Portfolio Support

    Audax GroupBoston, MA, United States
    Full-time
    Founded in 1999, Audax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, London and Hong Kong. With approximately $42 billion of assets under managem...Show moreLast updated: 19 hours ago
    • Promoted
    Analyst, Portfolio Retention

    Analyst, Portfolio Retention

    Arbor Realty TrustBoston, MA, United States
    Full-time
    Arbor Realty Trust (NYSE : ABR) is a leading commercial real estate lender and real estate investment trust (REIT), consistently ranked among the top multifamily and agency loan producers nationwide...Show moreLast updated: 1 day ago