Equity Portfolio Strategy & Client Relations – Hybrid

Imea; Boston (MA); Hybrid; USD 100,000 - 135,000; Full time

Benefits offered by this job

Health and dental care

Employer-matched 401k

Tuition reimbursement

Parental leave

Job summary

GW&K Investment Management is seeking an Associate Client Portfolio Manager in Boston. You will support business development by presenting equity strategies and performance to clients and prospects, while partnering with internal teams to drive Client Portfolio Management initiatives.

The role requires CFA progress, 5+ years in investment, strong communication, and proficiency in Excel/PowerPoint with familiarity in FactSet/Bloomberg.

Qualifications

• Excellent verbal and written communication to articulate investment concepts clearly.
• Analytical mindset with ability to synthesize equity attribution.
• Highly organized and self-motivated with strong professional presence.

Responsibilities

• Develop deep knowledge of GW&K's equity strategies and drivers.
• Support business development and asset retention across channels.
• Present investment philosophy, process, performance, and market insights to clients and prospects.
• Contribute to monthly/quarterly investment commentary and client materials.
• Serve as investment resource for client inquiries, due diligence, and RFPs.
• Participate in investment meetings as part of the equity team.
• Manage multiple internal initiatives with strong organization.

Skills

Communication

Analytical skills

Organization

Interpersonal skills

Education

CFA progress toward charter

Tools

Excel

PowerPoint

FactSet

Bloomberg

Job description

GW&K Investment Management is seeking an Associate Client Portfolio Manager in Boston. You will support business development by presenting equity strategies and performance to clients and prospects, while partnering with internal teams to drive Client Portfolio Management initiatives.

The role requires CFA progress, 5+ years in investment, strong communication, and proficiency in Excel/PowerPoint with familiarity in FactSet/Bloomberg.