Portfolio Specialist – International Value Group @ Artisan Partners | Jobright.ai
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Artisan Partners · 1 day ago

Portfolio Specialist – International Value Group

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Emerging MarketsFinance
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Growth Opportunities

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Responsibilities

Serve as a trusted advisor to the portfolio manager(s) and partner to the business leaders
Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, geographies and investment vehicles, with a distinct emphasis on the intermediary channel
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
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
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.)

Qualification

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Portfolio Specialist ExperienceSales ExperienceInternational EquitiesFINRA Series 7FINRA Series 63Asset Management KnowledgeCFAClient Meeting HostingEntrepreneurial Approach

Required

At least 7 years of experience at a buy side firm with a combination of portfolio specialist and sales experience
Effective communication skills to clearly articulate the team’s investment process, differentiated approach and competitive edge
Experience hosting client meetings independently
Strong interpersonal skills to cultivate relationships internally and externally
Entrepreneurial approach with a desire to build a top-tier investment franchise
Deep knowledge of the asset management trends, industry landscape and competitors within the asset class
Demonstrable sales success through persistence, creativity and commitment to a shared vision
Ability to travel on a regular basis
FINRA Series 7 (or Series 6 and Series 22) and 63 licenses are required for the role

Preferred

CFA and/or MBA is strongly desired

Company

Artisan Partners

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Artisan Partners is a global investment management firm.

Funding

Current Stage
Public Company
Total Funding
unknown
2014-02-26Post Ipo Equity
2013-03-07IPO
2006-01-01Series Unknown

Leadership Team

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Michael O'Brien
Managing Director, Head of Global Trading for Emerging Markets Debt
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Company data provided by crunchbase
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