Client Portfolio Associate – International Equities

About the role

The Client Portfolio Associate supports the North American Client Portfolio Manager (NACPM) team within the Business Development Group (BDG). This role facilitates sales-related and client service activities across U.S. and Canadian distribution channels.

Responsibilities

• Support sales and client service activities across U.S. and Canadian distribution channels.
• Develop strong knowledge of TGI strategies and vehicles to support prospecting and client relationship management.
• Build relationships with the internal sales desk and select retail channels to deliver timely information and address strategy-related inquiries.
• Support the internal sales consultant channel.
• Analyze segmentation and other datasets to identify and prioritize business opportunities.
• Monitor product availability across key broker-dealer platforms to identify market opportunities.
• Create and deliver timely portfolio and market updates through email and Teams.
• Translate portfolio holdings, characteristics, and data into actionable sales ideas.
• Support product positioning and broader sales initiatives across all channels.

Strategic Responsibilities

• Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral.
• Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels.

Requirements

• Requires a Bachelor’s degree with 5–7 years of relevant experience in international equities and retail/institutional sales.
• FINRA Series 7 and 63 licenses preferred, or the ability to obtain them shortly after hire, with training provided for eligible candidates.
• Progress toward the CFA designation—or an interest in pursuing it—is a plus.
• Understanding of equity markets (global), investing, and portfolio management; international and emerging markets experience preferred.
• Experience in sales, investments, or an analytical role is preferred.

Qualifications

• Strong sales, presentation, and communication skills.
• Proficiency in Microsoft Office, including strong Excel skills.

Skills

• Collaborative mindset with the ability to work effectively across functions and independently.
• Strong written and verbal communication skills across technical and non-technical audiences.
• Detail-oriented with strong analytical skills and sound judgment.
• Resourceful and energetic, with the ability to manage multiple priorities in a fast-paced environment.

Benefits

• Paid Time Off: Three weeks of PTO in your first year.
• Health Coverage: Competitive medical, dental, and vision insurance to support your well-being.
• Retirement Savings: 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits.
• Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities.
• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement.
• Employee Investment Benefits: Opportunity to purchase company funds with no sales charge.

Pay

The annual salary for this position ranges between $130,000 to $150,000, plus an annual discretionary bonus, depending on location and level of relevant experience.

Schedule

A hybrid work arrangement with four days per week in the office. Work Location: Boston, MA, St. Petersburg, FL, or Stamford, CT.