Description

Why This Role?

Are you interested in investment strategy and skilled at transforming data into actionable insights? Do you thrive in environments where cross-team collaboration amplifies the impact of your work? As a Portfolio Associate within our Product Management team, you’ll play a role in supporting sales, marketing, and client service teams by delivering meaningful content (and insights that drive decisions). This position provides the opportunity to contribute to strategic initiatives, bridge data analysis with content, and support multiple portfolios (and channels). This is a full-time, exempt role with a compensation range of $75,000 to $90,000.

What You’ll Do

As a Portfolio Associate, you’ll play a key role in supporting strategic initiatives across portfolios and channels. You’ll work closely with product specialists, sales teams, and client services to:

Analyze data from FactSet, Morningstar, Bloomberg, and other sources
Create and update product presentations, Q&A documents, and positioning scripts
Contribute to RFPs and strategic messaging
Conduct industry and competitor research
Maintain peer group reporting and product intelligence
Collaborate across departments to ensure timely and accurate delivery of materials

Why Consider This Role?

This role offers a unique opportunity to gain broad exposure to investment products, collaborate with multiple teams, and contribute to the firm’s strategic growth. You’ll be part of a dynamic environment where your insights and execution matter.

Requirements

What We’re Looking For

1-3 years of experience in investment product management, research, marketing, or strategy
Strong understanding of investment products and performance metrics
Proficiency in Microsoft Office; experience with FactSet, Bloomberg, or Morningstar preferred
Excellent written and verbal communication skills
CFA progress is a plus
While a bachelor’s degree in a related field is preferred, candidates with strong applicable experience are encouraged to apply