Client Portfolio Associate

Job Functions

• Conduct in-depth portfolio analysis to support Client Portfolio Managers and distribution teams, including performance attribution, portfolio positioning, and key risk and return drivers across investment strategies.
• Develop and maintain competitive intelligence through peer fund analysis, consultant research, Morningstar data, holdings comparisons, performance analysis, and differentiated product positioning.
• Partner with CPMs, Product Specialists, and investment teams to produce high-quality, data-driven fund and investment-related content for sales teams and client materials (e.g., client presentations, chart creation, commentaries, and analytics).
• Research market trends, investment themes, and competitive developments to inform portfolio analysis, product positioning, and client communications.

Qualifications

• Bachelor’s degree.
• 2-5 years of experience in asset management, investment research, portfolio analytics, client portfolio management, institutional sales support, or related investment functions.
• Strong understanding of fixed income markets, asset management, investment products, and portfolio construction principles.
• Excellent written, verbal, and interpersonal communication skills, with the ability to collaborate effectively across investment and distribution teams.
• Demonstrated ability to manage multiple priorities, meet deadlines, and execute with a high level of attention to detail.
• Proactive, intellectually curious, and motivated to develop deep investment and product expertise.
• Series 7 and Series 63 licenses are a plus.
• Morningstar Direct experience strongly preferred.
• Experience with Bloomberg terminal and Macrobond (or similar financial market/charting platforms) preferred.
• Interest or progress towards CFA and/or CAIA preferred.

Pay

The estimated base salary range for this position is $110,000 - $130,000. In addition to base salary, this position is eligible for an annual discretionary bonus, plus a comprehensive benefits package.