Client Portfolio & Engagement Specialist

ARK Investment Management

Saint Petersburg (FL)

On-site

USD 60,000 - 90,000

Full time

14 days+

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Job summary

ARK Investment Management is seeking a Client Portfolio Specialist for the St. Petersburg, FL corporate office. The role supports ARK’s Client Portfolio Management functions and assists with CEO-related client engagement activities.

Ideal candidates have a finance/investment background and enjoy working closely with senior leadership and external stakeholders. You will help with client communications, portfolio reporting, meeting coordination, and executive logistics, gaining exposure to

Qualifications

Bachelor’s degree in Finance, Business, Economics, Communications, or a related field.
3 years of relevant experience in finance, asset management, consulting, client service, operations, or executive support.
Strong proficiency in Microsoft PowerPoint, Excel, and Word.
Familiarity with financial markets and investment concepts.
Prior experience supporting senior leader or client-facing teams is preferred.

Responsibilities

Support responses to inbound client and prospect inquiries in coordination with senior team members.
Assist in preparing client-facing materials, presentations, and portfolio commentary using established templates and guidance.
Help compile monthly and quarterly portfolio and performance reports.
Present ARK’s investment strategies, portfolio positioning, and market insights to clients and prospects through virtual meetings and, over time, represent ARK at in-person client meetings, conferences, and industry events.
Attend internal portfolio or research meetings to document updates and summarize key takeaways.
Maintain and update portfolio analytics and reporting tools under supervision.
Coordinate scheduling and logistics for client meetings, conferences, and events.
Assist with roadshow and conference preparation, including materials, calendars, and follow-up tracking.
Track action items and ensure timely communication with internal teams.