Artisan Partners
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Portfolio Specialist
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Artisan Partners Continue with Google Continue with Google Join to apply for the
Portfolio Specialist
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Artisan Partners Get AI-powered advice on this job and more exclusive features. Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google 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.
Considering making an application for this job Check all the details in this job description, and then click on Apply.
Location: Boston, MA
Base Salary Range: $150,000 - $200,000
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 Partner with team’s investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging 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 10 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.
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Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at Artisan Partners by 2x Continue with Google Continue with Google Portfolio Manager - Public Equities - Family Office Boston, MA $750,000 - $1,250,000 3 days ago Boston, MA $200,000.00 - $230,000.00 2 months ago Fixed Income Portfolio Manager, Emerging Markets Debt Boston, MA $100,000.00 - $225,000.00 1 day ago Property Manager - Multifamily Portfolio Boston, MA $107,700.00 - $141,300.00 3 weeks ago Boston, MA $100,000.00 - $225,000.00 4 months ago Boston, MA $100,000.00 - $225,000.00 4 months ago Head of Corporate Finance/IM/ERM PortfolioHead of Corporate Finance/IM/ERM Portfolio Boston, MA $167,800 - $220,200 1 month ago Head of Corporate Finance/IM/ERM Portfolio We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Portfolio Specialist
role at
Artisan Partners Continue with Google Continue with Google Join to apply for the
Portfolio Specialist
role at
Artisan Partners Get AI-powered advice on this job and more exclusive features. Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google Continue with Google 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.
Considering making an application for this job Check all the details in this job description, and then click on Apply.
Location: Boston, MA
Base Salary Range: $150,000 - $200,000
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 Partner with team’s investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging 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 10 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.
/span>
Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionFinance and Sales Referrals increase your chances of interviewing at Artisan Partners by 2x Continue with Google Continue with Google Portfolio Manager - Public Equities - Family Office Boston, MA $750,000 - $1,250,000 3 days ago Boston, MA $200,000.00 - $230,000.00 2 months ago Fixed Income Portfolio Manager, Emerging Markets Debt Boston, MA $100,000.00 - $225,000.00 1 day ago Property Manager - Multifamily Portfolio Boston, MA $107,700.00 - $141,300.00 3 weeks ago Boston, MA $100,000.00 - $225,000.00 4 months ago Boston, MA $100,000.00 - $225,000.00 4 months ago Head of Corporate Finance/IM/ERM PortfolioHead of Corporate Finance/IM/ERM Portfolio Boston, MA $167,800 - $220,200 1 month ago Head of Corporate Finance/IM/ERM Portfolio We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr