Artisan Partners · 17 hours ago

Portfolio Specialist – International Value Group

United States

Full-time

Remote

Senior Level

$150K/yr - $200K/yr

7+ years exp

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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