Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

The Portfolio Specialist is a key member of the Investment Division, acting as a critical link between portfolio management, distribution, clients, and business partners. This role requires deep investment expertise, strong commercial judgment, and close collaboration with portfolio managers to position, represent, and develop investment capabilities. The Specialist will lead the promotion of US Growth-oriented Equity and Global Tech equity strategies in EMEA, requiring a commercial mindset, client education, investor servicing, and internal/external presentation skills.

Responsibilities

Serve as a core member of the US Growth Equity and the Global Tech Equity teams, contributing to portfolio, market, performance, client, and product discussions.
Own the strategy’s commercial and investment narrative, ensuring clear, consistent and compelling messaging for diverse audiences.
Build deep partnerships with portfolio managers to accurately represent their process, positioning, and investment views.
Act as an Equity expert, articulating investment philosophy, process, position, performance, risk profile, competitive positioning, and investment relevance for clients.
Drive commercial growth through client engagement, prospecting, consultant support, marketing, and distribution partnership.
Shape solutions, content, and positioning that connect investment insights to evolving client needs.
Lead effort with distribution on marketing and PR activities, as well as clients’ events, related to US and Global Tech equities.
Travel regularly to Baltimore and EMEA to support investment team and distribution efforts.

Requirements

Minimum of 10 years of buy-side experience in a similar role, portfolio management, investment research, investment consulting, or institutional client service.
Prior experience with fundamental US Equity and Global Tech equity strategies.
Demonstrated ability to communicate complex investment concepts clearly to a wide range of audiences.
Proven ability to navigate global investment organizations and collaborate effectively with portfolio managers, investment professionals, product, marketing, sales, and client service teams.
High level of energy and leadership, with a track record of supporting commercialization efforts and driving initiatives to completion in a team-oriented environment.
Comfortable using AI-enabled tools and workflows for analysis, data aggregation, and content generation, while maintaining responsibility for validation, interpretation, and quality control.

Skills

Investment expertise
Commercial judgement
Client engagement
Prospecting
Consultant support
Marketing
Distribution partnership
AI-enabled tools

Location

EMEA

Work Type

Full-time
Hybrid

Experience Level

10+ years buy-side experience

About the Company

The Investment Division is seeking a Portfolio Specialist to join their team.