Director of Investment Solutions & Client Strategy (Hybrid)

Origin Harbor Capital Solutions; Boston (MA); Hybrid; USD 150,000 - 200,000; Full time

Benefits offered by this job

Hybrid work model in Boston/Chicago

Job summary

Origin Harbor Capital Solutions is seeking an experienced Harbor Investment Specialist in a hybrid role based in Boston or Chicago. The position focuses on delivering investment insights, portfolio analysis, and market perspectives to advisor clients and prospects.

You will develop content and materials, collaborate with Marketing and Compliance, and support due diligence discussions and client engagements. Strong communication and multi-asset expertise are essential for success.

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.

Responsibilities

• Support 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.

Skills

Client-facing presentations

Strong communication

Financial markets knowledge

Analytical thinking

Multi-asset strategies

Education

Bachelor's degree in Finance/Economics/Business

CFA designation or progress toward CFA

Tools

Morningstar Direct

FactSet

Bloomberg

eVestment

Job description

Origin Harbor Capital Solutions is seeking an experienced Harbor Investment Specialist in a hybrid role based in Boston or Chicago. The position focuses on delivering investment insights, portfolio analysis, and market perspectives to advisor clients and prospects.

You will develop content and materials, collaborate with Marketing and Compliance, and support due diligence discussions and client engagements. Strong communication and multi-asset expertise are essential for success.