Client Portfolio & Reporting Specialist

Selby Jennings; California (MO); On-site; USD 65,000 - 90,000; Full time

Job summary

Selby Jennings is seeking a Client Portfolio Associate to join its client coverage and relationship management team. This role supports institutional clients, consultants, and internal investment professionals by delivering high-quality service, investment reporting, and portfolio-related communications.

The position offers exposure to the investment management business and collaboration with sophisticated investors across fixed income and multi-asset strategies.

Qualifications

• 1-3 years of experience within asset management, financial services, client service, operations, portfolio support, or a related field.
• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail and the ability to manage multiple priorities.
• Demonstrated ability to work collaboratively across teams and build relationships with internal stakeholders.
• Proficiency in Microsoft Excel and PowerPoint; experience working with investment databases or reporting systems is preferred.

Responsibilities

• Serve as a day-to-day resource for institutional clients, consultants, and internal stakeholders, ensuring timely and accurate responses to inquiries.
• Support relationship managers in maintaining and strengthening client relationships through proactive service and communication.
• Prepare client presentations, portfolio reviews, market commentary materials, and customized reporting packages.
• Respond to requests regarding portfolio performance, holdings, risk metrics, investment guidelines, and fund-specific information.
• Coordinate with investment, operations, compliance, and trading teams to gather information and address client needs.
• Assist with new account onboarding, transitions, account restructurings, and other client lifecycle initiatives.
• Monitor portfolio cash flows and facilitate communication between client-facing and investment teams.
• Participate in client meetings, conference calls, and consultant interactions as appropriate.
• Contribute to long-term relationship management projects and strategic client service initiatives.
• Maintain a high standard of accuracy, responsiveness, and professionalism in all client-facing communications.

Skills

Asset management experience

Client service

Communication skills

Team collaboration

Tools

Excel

PowerPoint

Investment databases

Job description

Selby Jennings is seeking a Client Portfolio Associate to join its client coverage and relationship management team. This role supports institutional clients, consultants, and internal investment professionals by delivering high-quality service, investment reporting, and portfolio-related communications.

The position offers exposure to the investment management business and collaboration with sophisticated investors across fixed income and multi-asset strategies.