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Artisan Partners · 1 day ago

Portfolio Specialist

Boston, MA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $150K/yr

5+ years exp

Artisan Partners is seeking an experienced portfolio specialist to represent the strategies managed by their EMsights Capital Group. The role involves interacting with investment teams and clients to support new business opportunities and service clients through investment discussions and portfolio reviews.

Emerging MarketsFinanceFinancial ServicesImpact InvestingWealth Management

Growth Opportunities

Responsibilities

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.)

Qualification

Emerging markets debtPortfolio specialist experienceSales experienceCFA certificationMBA degreeAnalytical skillsEntrepreneurial approachEffective communicationInterpersonal skills