Portfolio Specialist – International Value Group

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2 Locations
Remote
Financial Services
The Role

Artisan Partners’ International Value Group seeks an experienced portfolio specialist to join their dedicated distribution team. In partnership with the dedicated distribution leaders for the International Value Group and our centralized sales team, the specialist will work as a portfolio expert with deep product knowledge and public equity markets experience, but with proven sales acumen. The ideal candidate has experience in international equities and a passion for the industry.

The firm’s client focus and distribution model protect each team’s investment culture, contribute strongly to the stability of our business, and create flexibility to respond to changing market environments and dynamics.

Base Salary Range: $150,000 - $200,000

Specific placement within the provided range will be determined by an individual’s geographic location as well as relevant experience and skills for the role. Base salary is only one component of our total compensation package. Associates may be eligible for a discretionary bonus, which is determined upon Firm and individual performance.

Responsibilities

The candidate is expected to:

  • Serve as a trusted advisor to the portfolio manager(s) and partner to the business leaders
  • Identify, develop and cultivate a high quality, sophisticated client base across distribution channels, geographies and investment vehicles, with a distinct emphasis on the intermediary channel
  • Preserve investment team time by providing product specialist services, cultivating and maintaining an intimate understanding of the portfolio and investment philosophy and process
  • Provide support to the existing client base via routine and ad hoc client service efforts
  • Monitor and actively report on competitor and product trends
  • Act as a liaison between the distribution team and marketing support teams regarding client requests, new business development (Finals/Request For Proposal/Request For Information, etc.), cash flows and marketing materials
  • Assist in the ongoing monitoring of industry publications and news to identify potential investors and new search activity
  • Collect and communicate portfolio/market information and client background to head of business development in preparation for client/prospect/consultant meetings. (i.e., attribution, presentations, portfolio updates, etc.)

Qualifications

The successful candidate will possess strong analytical skills and attention to detail. Additionally, the ideal candidate will possess:

  • At least 7 years of experience at a buy side firm with a combination of portfolio specialist and sales experience
  • Effective communication skills to clearly articulate the team’s investment process, differentiated approach and competitive edge
  • Experience hosting client meetings independently
  • Strong interpersonal skills to cultivate relationships internally and externally
  • Entrepreneurial approach with a desire to build a top-tier investment franchise
  • Deep knowledge of the asset management trends, industry landscape and competitors within the asset class
  • Demonstrable sales success through persistence, creativity and commitment to a shared vision
  • Ability to travel on a regular basis
  • CFA and/or MBA is strongly desired
  • FINRA Series 7 (or Series 6 and Series 22) and 63 licenses are required for the role


Privacy Notice for California Applicants

Artisan Partners Limited Partnership is an equal opportunity employer. Artisan Partners does not discriminate on the basis of race, religion, color, national origin, gender, age, disability, marital status, sexual orientation or any other characteristic protected under applicable law. All employment decisions are made on the basis of qualifications, merit and business need.

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The Company
HQ: Milwaukee, Wisconsin
676 Employees
On-site Workplace
Year Founded: 1994

What We Do

Artisan Partners is a global investment management firm that provides a broad range of high value-added investment strategies in growing asset classes to sophisticated clients around the world. Since 1994, the firm has been committed to attracting experienced, disciplined investment professionals to manage client assets. Artisan Partners’ autonomous investment teams oversee a diverse range of investment strategies across multiple asset classes. Strategies are offered through various investment vehicles to accommodate a broad range of client mandates.

This site is intended for use with institutional investors which includes corporate and public retirement plans, foundations, endowments, trusts and their consultants.

To view our Canvas blog visit: https://www.artisancanvas.com/

To view our Terms of Use visit: www.artisanpartners.com/social-media.html

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