Portfolio Specialist

Artisan Partners•Boston, MA

48d•$100,000 - $150,000•Onsite

About The Position

Artisan Partners' EMsights Capital Group seeks an experienced portfolio specialist to represent the strategies managed by the team. The portfolio specialist will primarily interact with the investment team along with prospects and clients, investment committees, boards and others to support new business opportunities and service clients through investment discussions, portfolio reviews, market reviews and investment solution positioning and performance reviews. The ideal candidate has deep knowledge of emerging markets debt, the competitive landscape and global asset management trends. The ability to support the team's growth with a proven sales record to identify and win new business is a plus.

Requirements

At least 5 years of experience at a buy side firm with a combination of portfolio specialist and sales experience
Deep knowledge of the emerging markets debt space and investment strategies
Effective communication skills to clearly articulate the team's investment process, differentiated approach and competitive edge
Strong interpersonal skills to cultivate relationships internally and externally
Entrepreneurial approach with a desire to build a top-tier investment franchise
Demonstrable sales success through persistence, creativity and commitment to a shared vision
Ability to travel on a regular basis; domestic and global (25%)
FINRA Series 3, 7 and 63 licenses are required for the role (or obtained within initial 6 months of employment)

Nice To Haves

CFA and/or MBA is strongly desired

Responsibilities

Serve as a trusted advisor to the portfolio managers and partner to the business leader
Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, and geographies
Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
Provide support to the existing client base via routine and ad hoc client service efforts; ability to independently communicate performance attribution, portfolio design and structure, asset allocation and security selection
Monitor and actively report on competitor and product trends
Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
Develop and produce written and digital communication for the team
Create and edit a variety of marketing and thought leadership content, intended for a sophisticated, institutional-oriented audience - including e-mail content, portfolio commentaries, thought leadership papers, blog posts, web content, reports, and sales presentations
Thoroughly analyze portfolio performance and positioning and craft commentary used to update investors and prospective investors, drawing on the key aspects of the investment team's management style and investment philosophy
Assist in the ongoing monitoring of industry publications and news to identify potential investors and new search activity
Collect and communicate portfolio/market information and client background to head of business development in preparation for client/prospect/consultant meetings. (i.e., attribution, presentations, portfolio updates, etc.)