Director, Investment Strategy & Client Solutions

Harbor Capital Advisors, Inc.; Boston (MA); Hybride; USD 150 000 - 200 000; Plein temps

Résumé du poste

Harbor Capital Advisors, Inc. is seeking a seasoned Investment Specialist Team member in a hybrid role based in Boston/Chicago. The role focuses on client portfolio management, insights development, and training across multi-asset strategies, with an emphasis on derivatives-based approaches.

You will support sales materials, deliver analyses, and present market updates to advisors and prospects. Candidates should have a strong track record in client-facing presentations, deep knowledge of

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• 10+ years of experience in the financial services and/or asset management industry.
• Significant client-facing experience presenting investment insights, portfolio strategies, or market perspectives to clients and prospects.
• Strong written and verbal communication skills with the ability to communicate complex investment concepts to diverse audiences.
• Experience utilizing investment research, analytics, and market data platforms such as Morningstar Direct, FactSet, Bloomberg, eVestment, or similar tools.

Responsabilités

• Support the development and ongoing maintenance of investment content and sales materials.
• Serve as a subject matter expert on Harbor's investment strategies and solutions.
• Deliver portfolio analysis and customized investment comparisons for advisor clients and prospects.
• Present investment insights and product updates at internal meetings, training sessions, and sales forums.
• Partner with the sales team to address investment, product, and market-related questions and client needs.

Connaissances

Client-facing

Portfolio analysis

Presentation skills

Financial market knowledge

Formation

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

Outils

Morningstar Direct

FactSet

Bloomberg

eVestment

Description du poste

Harbor Capital Advisors, Inc. is seeking a seasoned Investment Specialist Team member in a hybrid role based in Boston/Chicago. The role focuses on client portfolio management, insights development, and training across multi-asset strategies, with an emphasis on derivatives-based approaches.

You will support sales materials, deliver analyses, and present market updates to advisors and prospects. Candidates should have a strong track record in client-facing presentations, deep knowledge of