Client Portfolio Specialist
About The Position
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. The role is intended for a professional with a foundation in finance or client service who wants to develop experience working closely with senior leadership, the investment and research team, and external stakeholders. The Specialist partners with senior team members on client communications, portfolio reporting, meeting coordination, and executive logistics. This is a full-time position based in ARK’s St. Petersburg, Florida corporate office. Travel may be required as needed to support CEO and client engagements.
Requirements
- Bachelor’s degree in Finance, Business, Economics, Communications, or a related field.
- At least 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.
- Strong interest in investing, finance, and client engagement.
- Clear and professional written and verbal communication skills.
- Ability to manage multiple priorities while being proactive, dependable, detail-oriented, and organized.
- Comfort interacting with senior leaders, clients, and external partners.
- Ability to exercise discretion and handle confidential information appropriately.
- Willingness to travel as needed in support of CEO and client engagements.
- Comfort presenting to clients and prospects and an interest in growing into a public-facing representative of ARK.
Nice To Haves
- Interest in transformative technology.
- Prior experience supporting a senior leader or client-facing team.
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.
- Present ARK’s investment strategies, portfolio positioning, and market insights to clients and prospects through virtual meetings and, over time, represent ARK at in-person client meetings, conferences, and industry events.
- Attend internal portfolio or research meetings, 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.
- Track action items and ensure timely communication with internal teams.
- Assist with select CEO-related activities tied to client engagement and external meetings.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
