Associate Client Portfolio Manager (Equity)
Summary:
The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K’s equity investment strategies. This client-facing role will involve presenting various equity strategies and performance to both existing and prospective clients across distribution channels and, importantly, partnering with internal stakeholders to support key initiatives and the overall Client Portfolio Management effort.
Responsibilities:
• Develop deep knowledge of GW&K’s equity strategies, including philosophy, process, portfolio positioning, and performance drivers.
• Partner with Sales and Client Service to support business development and asset retention across channels.
• Present investment philosophy, process, performance, and market insights to clients, prospects, consultants, and internal teams.
• Contribute to monthly and quarterly investment commentary and presentation materials, create value-added content and client materials, respond to written ad hoc client requests in collaboration with Marketing.
• Serve as an investment resource for client inquiries, due diligence, RFPs, and competitive analysis.
• Participate in investment meetings and strategy discussions as an integrated member of the equity team.
• Manage multiple internal initiatives while maintaining strong organization and professionalism.
Apply Now
Apply Now
The Associate Client Portfolio Manager will be an active member of the investment team and partner with sales, client service, and marketing to support business development efforts for GW&K’s equity investment strategies. This client-facing role will involve presenting various equity strategies and performance to both existing and prospective clients across distribution channels and, importantly, partnering with internal stakeholders to support key initiatives and the overall Client Portfolio Management effort.
Responsibilities:
• Develop deep knowledge of GW&K’s equity strategies, including philosophy, process, portfolio positioning, and performance drivers.
• Partner with Sales and Client Service to support business development and asset retention across channels.
• Present investment philosophy, process, performance, and market insights to clients, prospects, consultants, and internal teams.
• Contribute to monthly and quarterly investment commentary and presentation materials, create value-added content and client materials, respond to written ad hoc client requests in collaboration with Marketing.
• Serve as an investment resource for client inquiries, due diligence, RFPs, and competitive analysis.
• Participate in investment meetings and strategy discussions as an integrated member of the equity team.
• Manage multiple internal initiatives while maintaining strong organization and professionalism.
Apply Now
Apply Now