USAPortfolio Specialist
1 мес. назад
USAMiddle
investment analysisportfolio managementfund accountingdata analysis
Supports growth and servicing of private markets platform by translating investment expertise into actionable insights for financial advisors and stakeholders.
Условия
- The salary range is an estimate of pay for this position. Actual pay may vary depending on job-related factors that can include location, education, skill, and experience. The salary range does not include any benefits or other forms of possible compensation that may be available to employees.
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- At , we believe that our people are our most important asset and crucial to our success. We are an Equal Opportunity Employer that strives to create an environment that empowers our employees and allows them to be heard, regardless of title or tenure. Our organizational community features multiple Employment Resource Groups as well as mentorship programs to enhance the employee experience for all.
- As an Equal Opportunity Employer, does not discriminate on the basis of race, creed, color, religion, sex, national origin, citizenship status, age, disability, marital status, sexual orientation, gender identity, gender expression, genetic information or any other characteristic protected by law.
- Candidates must be at least 18 years old to apply.
- Developing People at
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Другое
- We are global private markets specialists delivering tailored investment solutions, advisory services, and impactful, data driven insights to the world’s investors. Leveraging the power of our platform and our peerless intelligence across sectors, strategies, and geographies, we help identify the advantages and the answers our clients need to succeed.
- Position Overview
- The Portfolio Specialist supports the growth and servicing of Private Wealth's private markets platform by translating investment expertise into actionable insights for financial advisors, home offices, and internal stakeholders. The role sits within Private Wealth, which seeks to expand accessibility to the private markets for individual investors by creating and distributing investment solutiosns differentiated by industry-leading investment managers and investor-centric products. The Portfolio Specialist acts as a subject matter expert on private market evergreen funds, the competitive landscape, and the private market more broadly, while partnering closely with portfolio management, sales, fund accounting, and marketing teams to enhance client outcomes and support a
- Essential Job Functions:
- Serve as a technical resource for advisors, clients, and prospects regarding private market investments, portfolio construction, and fund-specific questions.
- Participate in client meetings, due diligence sessions, conferences, webinars, and educational events.
- Conduct prospect and client update calls regarding portfolio positioning, markets, and fund performance.
- Potential for travel alongside the sales team to support business development efforts and provide investment expertise.
- Develop fund commentary, market updates, board summaries, talking points, and educational materials.
- Produce quarterly and monthly updates for private wealth funds and strategies.
- Translate complex private market and evergreen fund concepts into clear, advisor-friendly messaging.
- Support creation of presentations, competitor analyses, and strategy comparisons.
- Monitor private market fund developments and industry trends.
- Assist with model portfolio proposals and portfolio construction discussions.
- Maintain competitive intelligence on evergreen fund offerings and industry peers.
- Support development and enhancement of portfolio analytics and allocation tools.
- Deliver educational presentations on private equity, private credit, infrastructure, and broader private market topics.
- Leverage 's proprietary technology and data capabilities, including Private Market Intelligence (SPI), and conduct demos of SPI and ’s competitive informational advantage.
- Educate advisors and internal teams on private market investing concepts and solutions.
- Partner with portfolio management, sales, marketing, and product teams to ensure consistent messaging and client communication.
- Act as a liaison between investment teams and distribution teams to help communicate portfolio strategy and market views.
- Support ad hoc strategic initiatives and special projects as needed.
- The successful Portfolio Specialist will create and potentially deliver the following material, among other content:
- Quarterly fund commentaries
- Market update communications
- Client and prospect presentations
- Model portfolio allocations
- Monthly fund update materials
- Competitor and peer-fund analysis
- Board summaries
- Educational webinars and conference presentations
- Education and/or Work Experience Requirements:
- Bachelor's degree required; MBA, CFA, or CAIA preferred.
- Series 7 and 63 required, or completion within 12 months from the start date.
- 2-5 years of relevant private markets, alternatives, or financial services experience.
- Experience supporting asset raise and client-servicing initiatives within wealth management or alternative investments.
- Required Knowledge, Skills, And Abilities:
- Strong knowledge of private equity, private credit, infrastructure, real estate, and evergreen fund structures.
- Excellent public speaking and presentation skills.
- Ability to communicate complex investment topics to financial advisors and investors.
- Strong analytical, writing, and relationship-management capabilities.
- Ability to create and deliver quarterly fund commentaries, monthly fund update materials, market update communications, competitor and peer-fund analyses, client and prospect presentations, board summaries, model portfolio allocations, educational webinars, and conference presentations.
- Other Attributes:
- We are focused on identifying a top-tier candidate who can demonstrate the following attributes:
- Intellectually curious, with a constant desire to deepen market knowledge, understand portfolio construction, and stay current on industry developments.
- Client-obsessed, with a genuine commitment to helping advisors and clients solve problems, answer complex questions, and make better investment decisions.
- A teacher at heart, able to make complex private markets concepts clear, practical, and memorable for different audiences.
- Highly proactive, anticipating questions, preparing for likely follow-ups, and identifying ways to add value before being asked.
- Strong sense of ownership, treating each project, presentation, commentary, and client interaction as a reflection of personal and firm excellence.
- Collaborative and low ego, working effectively across sales, marketing, portfolio management, product, and investment teams.
- Composed under pressure, maintaining judgment, responsiveness, and a solutions-oriented mindset when priorities shift or urgency increases.
- Clear and adaptable communicator, able to move between technical investment detail and concise executive-level messaging.
- Commercially minded, understanding that technical expertise should support client trust, stronger relationships, and business growth.
- Driven by continuous improvement, actively seeking feedback and refining presentation skills, market knowledge, and professional effectiveness.