Portfolio Specialist

Artisan Partners • Boston, MA

229d • $150,000 - $200,000

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 10 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%)
• CFA and/or MBA is strongly desired
• FINRA Series 3, 7 and 63 licenses are required for the role (or obtained within initial 6 months of employment)

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
• Partner with team's investment writer to contribute to commentary and thought leadership, with a mind for continual enhancement of messaging
• 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.)

Benefits

• Base Salary Range: $150,000 - $200,000
• Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Master's degree