Client Portfolio Specialist

ARK Investment Management • St. Petersburg, FL

2h • Onsite

About The Position

ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Founded in 2014 by Catherine D. Wood, ARK aims to identify large-scale investment opportunities in the public and private markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. ARK manages and sub advises long-only global equity and digital asset portfolios across a variety of investment vehicles, including a suite of exchange traded funds (ETFs), a venture fund, mutual funds, and separately managed accounts, with greater than $20 billion assets under management. The Client Portfolio Specialist supports ARK’s Client Portfolio Management functions and assists with select CEO-related activities tied to client engagement and external meetings. This role is designed for a professional with a solid foundation in finance or client service who is looking to grow their experience working closely with senior leadership, the investment/research team, and external stakeholders. The Specialist partners with senior team members to support client communications, portfolio reporting, meeting coordination, and executive logistics, and includes dedicated travel with CEO and Founder, Cathie Wood, to assist with preparation, materials, and follow-up related to client and partner engagement.

Requirements

• Strong passion for investing, finance, and client engagement
• A detail-oriented, organized professional who works well in a support-focused role
• Comfortable interacting with senior leaders, clients, and external partners
• Clear and professional communicator, both written and verbal
• Proactive and dependable, with the ability to manage multiple priorities
• Able to exercise discretion and handle confidential information appropriately
• Flexible and willing to travel as needed in support of CEO and client engagements
• Bachelor's degree in Finance, Business, Economics, Communications, or a related field
• 2-3 years of relevant experience in finance, asset management, consulting, client service, operations, or executive support
• Strong proficiency in Microsoft PowerPoint, Excel, and Word
• Familiarity with financial markets and investment concepts

Nice To Haves

• Interest in (but not necessarily experience in) transformative technology
• Prior experience supporting senior leader or client-facing teams is preferred

Responsibilities

• Support responses to inbound client and prospect inquiries in coordination with senior team members
• Assist in preparing client-facing materials, presentations, and portfolio commentary using established templates and guidance
• Help compile monthly and quarterly portfolio and performance reports
• Attend internal portfolio or research meetings to document updates and summarize key takeaways
• Maintain and update portfolio analytics and reporting tools under supervision
• Coordinate scheduling and logistics for client meetings, conferences, and events
• Assist with roadshow and conference preparation, including materials, calendars, and follow-up tracking
• Travel with Cathie Wood, CEO and Founder, as needed to support meeting logistics, note-taking, and post-meeting follow-ups
• Track action items and ensure timely communication with internal teams

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level