Investment Specialist - Director

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

SummaryThe Harbor Investment Specialist Team (IST) is part of Harbor’s broader Investments Group and serves as a key resource to both the Harbor Distribution team and Harbor clients and prospects. The team provides investment expertise across financial markets and Harbor’s investment solutions, with a primary focus on client portfolio management. In addition, team members are responsible for developing insights on a broad range of investment strategies and delivering training and education on those insights. Experience with multi-asset solutions and/or derivative-based investment strategies is highly valued.The IST team supports a wide range of client-facing activities, including business development and due diligence discussions with prospective clients, portfolio review meetings with existing clients, advisor model and portfolio construction consultations, and presentations at industry events such as webinars, conferences, and podcasts.Working closely with Marketing, Compliance, and the broader Investments team, the IST also contributes to Harbor’s thought leadership efforts by developing product- and market-focused content that is published externally and leveraged in client conversations.Key ResponsibilitiesSupport the development and ongoing maintenance of investment content and sales materialsServe as a subject matter expert on Harbor's investment strategies and solutionsDeliver portfolio analysis and customized investment comparisons for advisor clients and prospectsPresent investment insights and product updates at internal meetings, training sessions, and sales forumsPartner with the sales team to address investment, product, and market-related questions and client needsMinimum QualificationsBachelor’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.Knowledge, Skills & Abilities RequiredStrong knowledge of financial markets, investment products, and portfolio strategies across multiple asset classes.Ability to analyze, synthesize, and communicate market developments and investment perspectives to clients and internal stakeholders.Demonstrated intellectual curiosity and a commitment to continuous learning and professional growth.Ability to thrive in a fast-paced, dynamic environment while managing multiple priorities and deadlines.Strong interpersonal and collaboration skills with the ability to work effectively across teams in a generalist environment.Positive, results-oriented approach with the ability to multitask and maintain a high level of professionalism.Ability to understand, articulate, and present complex investment strategies in a clear and compelling manner.Preferred QualificationsExperience representing ETFs with a focus on derivatives-based and/or multi-asset investment strategies is highly desirable.CFA designation, progress toward CFA designation, or an advanced degree in Finance or a related field.Excellent communication skills with the ability to effectively discuss and explain investment strategies to a variety of audiences.Series 7 and Series 63 licenses.Compensation Pay Range: $150,000 - $200,000, plus bonus opportunityThis position is a hybrid opportunity based in our Boston/Chicago office. #LI-Hybrid