Job Summary

• The primary role of the Portfolio Specialist is to support portfolio managers across a range of fixed income strategies, by representing them in meetings and communications with institutional and intermediary prospects, clients, consultants, and internal staff.
• The specialist is required to travel to meet with clients, prospects and consultants located across the US.
• We value your goals and needs, at work and in life. As an associate, you’ll be supported with resources, benefits, and work-life balance so you can thrive in ways that matter to you.

Matching Summary

Salary

Base: $175,000.00-$275,000.00; Bonus/Equity: Annual bonus eligibility; Benefits: Competitive compensation, generous retirement plan, health and wellness benefits, paid time off, family care resources

Skills & Requirements

Key Requirements

• Undergraduate degree and significant work experience
• Prior experience with stable value products
• Buy side experience preferred
• Experience with defined contribution plans
• Demonstrated communication skills
• Exceptional relationship management skills

Work Rights