Associate Client Portfolio Manager

Imea; Boston (MA); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Health and dental care

Employer-matched 401k

Tuition reimbursement

Parental leave

Job summary

GW&K Investment Management is seeking an Associate Client Portfolio Manager in Boston. You will support business development by presenting equity strategies and performance to clients and prospects, while partnering with internal teams to drive Client Portfolio Management initiatives.

The role requires CFA progress, 5+ years in investment, strong communication, and proficiency in Excel/PowerPoint with familiarity in FactSet/Bloomberg.

Qualifications

• Excellent verbal and written communication to articulate investment concepts clearly.
• Analytical mindset with ability to synthesize equity attribution.
• Highly organized and self-motivated with strong professional presence.

Responsibilities

• Develop deep knowledge of GW&K's equity strategies and drivers.
• Support business development and asset retention across channels.
• Present investment philosophy, process, performance, and market insights to clients and prospects.
• Contribute to monthly/quarterly investment commentary and client materials.
• Serve as investment resource for client inquiries, due diligence, and RFPs.
• Participate in investment meetings as part of the equity team.
• Manage multiple internal initiatives with strong organization.

Skills

Communication

Analytical skills

Organization

Interpersonal skills

Education

CFA progress toward charter

Tools

Excel

PowerPoint

FactSet

Bloomberg

Job description

SUMMARY:

The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K's equity investment strategies. This client-facing role will involve presenting various equity strategies and performance to both existing and prospective clients across distribution channels and, importantly, partnering with internal stakeholders to support key initiatives and the overall Client Portfolio Management effort.

RESPONSIBILITIES:

• Develop deep knowledge of GW&K's equity strategies, including philosophy, process, portfolio positioning, and performance drivers.
• Partner with Sales and Client Service to support business development and asset retention across channels.
• Present investment philosophy, process, performance, and market insights to clients, prospects, consultants, and internal teams.
• Contribute to monthly and quarterly investment commentary and presentation materials, create value-added content and client materials, respond to written ad hoc client requests in collaboration with Marketing.
• Serve as an investment resource for client inquiries, due diligence, RFPs, and competitive analysis.
• Participate in investment meetings and strategy discussions as an integrated member of the equity team.
• Manage multiple internal initiatives while maintaining strong organization and professionalism.

QUALIFICATIONS:

• Minimum 5 years of relevant investment industry experience.
• CFA designation or progress toward the CFA charter required.
• Strong equity market knowledge and exposure to the US Small Cap market; experience in equity product, research, sales, or related client facing roles preferred.
• Excellent communication skills (both verbal and written) with the ability to articulate investment concepts clearly and confidently.
• Professional presence with strong interpersonal judgment and the ability to build trust across diverse audiences.
• Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or Bloomberg and synthesizing equity attribution preferred.
• Highly organized, self-motivated, well-prepared, and able to balance investment team engagement with business development support.
• Travel required.

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote.

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range: $100,000-$135,000 USD

ABOUT GW&K

GW&K is a growing and dynamic investment management firm that is always looking for talented, hard-working, team-oriented individuals. We are interested in people that fit GW&K's unique and highly collaborative culture.

The people who work at GW&K are the backbone of our firm. Everything we do from our mission to help our clients achieve their investment objectives, to building and sustaining a diverse, equitable, and inclusive culture is achieved because of the dedicated, talented, collaborative people who work here.

GW&K provides comprehensive benefits that are designed to meet the long-term needs of our employees and their families. Along with competitive compensation packages, we offer health and dental care coverage, employer-matched 401k, tuition reimbursement, parental leave and a variety of other benefits that support a healthy work/life balance in a hybrid environment.

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Tagged as: Hybrid