Investment Specialist - Director

Harbor Capital Advisors•Chicago, IL

19h•Hybrid

About The Position

The Harbor Investment Specialist Team (IST) is part of Harbor’s broader Investments Group and serves as a resource to the Harbor Distribution team, clients, and prospects. The team provides expertise across financial markets and Harbor’s investment solutions, with a primary focus on client portfolio management. It also develops insights on a broad range of investment strategies and delivers training and education. Experience with multi-asset solutions and/or derivative-based investment strategies is highly valued. The IST supports client-facing activities including business development and due diligence discussions with prospective clients, portfolio review meetings with existing clients, advisor model and portfolio construction consultations, and presentations at industry events such as webinars, conferences, and podcasts. Working with Marketing, Compliance, and the broader Investments team, the IST contributes to thought leadership by developing product- and market-focused content for external publication and use in client conversations. This is a hybrid position based in the Boston or Chicago office.

Requirements

Bachelor’s degree in Finance, Economics, Business, or a related field.
10+ years of experience in the financial services and/or asset management industry.
Significant client-facing experience presenting investment insights, portfolio strategies, or market perspectives to clients and prospects.
Strong written and verbal communication skills, including the ability to explain complex investment concepts to diverse audiences.
Experience using investment research, analytics, and market data platforms such as Morningstar Direct, FactSet, Bloomberg, eVestment, or similar tools.
Strong knowledge of financial markets, investment products, and portfolio strategies across multiple asset classes.
Ability to analyze, synthesize, and communicate market developments and investment perspectives to clients and internal stakeholders.
Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities and deadlines.
Strong interpersonal and collaboration skills, including the ability to work effectively across teams in a generalist environment.
Positive, results-oriented approach; ability to multitask and maintain a high level of professionalism.
Ability to understand, articulate, and present complex investment strategies clearly and compellingly.

Nice To Haves

Experience representing ETFs, especially derivatives-based and/or multi-asset investment strategies.
CFA designation, progress toward CFA designation, or an advanced degree in Finance or a related field.
Series 7 and Series 63 licenses.
Intellectual curiosity and commitment to continuous learning and professional growth.

Responsibilities

Support the development and ongoing maintenance of investment content and sales materials.
Serve as a subject matter expert on Harbor's investment strategies and solutions.
Deliver portfolio analysis and customized investment comparisons for advisor clients and prospects.
Present investment insights and product updates at internal meetings, training sessions, and sales forums.
Partner with the sales team to address investment, product, and market-related questions and client needs.
Support business development and due diligence discussions with prospective clients, portfolio reviews with existing clients, advisor model and portfolio construction consultations, and industry event presentations.
Contribute to thought leadership by developing product- and market-focused content in collaboration with Marketing, Compliance, and the broader Investments team.