Client Portfolio Specialist

ARK Investment Management; Saint Petersburg (FL); On-site; USD 60,000 - 90,000; Full time

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.

Skills

Strong communication

Detail oriented

Organizational skills

Travel flexibility

Education

Bachelor’s degree in Finance, Business, Economics, Communications, or a related field

Tools

Microsoft PowerPoint

Microsoft Excel

Microsoft Word

Job description

ARK Investment Management Is Hiring:

Client Portfolio Specialist

Who We Are

ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Majority Owner, Catherine D. Wood, founded ARK in 2014 on the belief that innovation is key to growth. Rooted in over 40 years of experience, ARK aims to identify large-scale investment opportunities in the public and private markets resulting from technological innovations centered around genome sequencing, robotics, artificial intelligence, energy storage, and blockchain technology. We invest in the leaders, enablers, and beneficiaries of disruptive innovation.

ARK manages and sub advises long-only global equity and digital asset portfolios across a variety of investment vehicles, including a suite of exchange traded funds (ETFs), a venture fund, mutual funds, and separately managed accounts. Our investments are backed by an open research ecosystem designed to identify innovations with the potential for long-term growth. ARK has greater than $20 billion assets under management.

ARK is committed to ensuring equal employment opportunities for all employees and strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state, or local laws. If you want to learn more, please visit our “Philosophy” page to understand how ARK differs from traditional investment firms. We also encourage you to meet the ARK team and follow us on X.

This is a Full-Time position based in our St. Petersburg, FL Corporate Office.

What You Will Do

The Client Portfolio Specialist supports ARK’s Client Portfolio Management functions and assists with select CEO-related activities tied to client engagement and external meetings. This role is designed for a professional with a solid foundation in finance or client service who is looking to grow their experience working closely with senior leadership, the investment/research team, and external stakeholders.

The Specialist partners work with senior team members to support client communications, portfolio reporting, meeting coordination, and executive logistics.

Your Responsibilities

Client & Portfolio Support

• 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

Meeting, Travel & Engagement Coordination

• 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

Who You Are

• Strong passion for investing, finance, and client engagement
• Interest in (but not necessarily experience in) transformative technology
• A detail-oriented, organized professional who works well in a support-focused role
• Comfortable interacting with senior leaders, clients, and external partners
• Clear and professional communicator, both written and verbal
• Proactive and dependable, with the ability to manage multiple priorities
• Able to exercise discretion and handle confidential information appropriately
• Flexible and willing to travel as needed in support of CEO and client engagements
• Comfortable presenting to clients and prospects, with the desire to grow into a public-facing representative of ARK

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