Client Portfolio Strategist - Investment & Client Relations

Selby Jennings; Atlanta (GA); On-site; USD 80,000 - 110,000; Full time

Job summary

Selby Jennings is seeking a Client Portfolio Specialist to support investment and sales teams at a growing asset management firm with a global client base. You will collaborate with senior investment professionals, client relationship teams, and firm leadership, gaining exposure to investment strategy, portfolio construction, and investor communications.

The role involves developing product messaging, preparing client materials, and coordinating with investments, sales, marketing, and compliance

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or related field.
• Strong communication skills and ability to convey complex ideas clearly.
• Ability to synthesize investment concepts for varied audiences.

Responsibilities

• Develop and maintain product messaging and market commentary.
• Prepare client presentations, portfolio reviews, and investment materials.
• Monitor portfolio developments and communicate market updates.
• Create quarterly reporting materials, fact sheets, and investment updates.
• Maintain portfolio analytics and contribute to investment-related research.

Skills

Communication

Analytical thinking

Attention to detail

Academic excellence

Education

Bachelor's degree in Finance, Economics, Business, or related field

Tools

PowerPoint

Excel

Job description

Selby Jennings is seeking a Client Portfolio Specialist to support investment and sales teams at a growing asset management firm with a global client base. You will collaborate with senior investment professionals, client relationship teams, and firm leadership, gaining exposure to investment strategy, portfolio construction, and investor communications.

The role involves developing product messaging, preparing client materials, and coordinating with investments, sales, marketing, and compliance