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Portfolio Solutions Specialist

Product Development & Solutions
Thanks for your interest in the Portfolio Solutions Specialist position. Unfortunately this position has been closed but you can search our 248 open jobs by clicking here.





  • Bachelor's degree
  • Minimum of 3 years of experience in the investment management industry
  • Solid knowledge of investment products including mutual funds, separately managed accounts and closed end funds
  • Experience working with wholesalers and financial advisors
  • FINRA Series 7 or ability to obtain in six months


  • CFA, CIMA, or MBA (or progress toward)
  • 4+ years of experience in the investment management industry with a focus on portfolio analysis and manager research
  • General understanding of asset allocation and portfolio construction methods and how they are used to fulfill investor goals
  • Familiarity with investment data tools including Morningstar Direct and FactSet, Bloomberg
  • Strong client service and sales orientation
  • Highly Proficient in Excel and PowerPoint
  • Persuasive oral, written, and presentation communications skills - and ability to simply and effectively describe complex ideas to different audiences
  • Effective ability to prioritize and manage multiple projects independently and simultaneously and adapt to changing priorities and timelines
  • A genuine team player that believes in the power of collaborative work and builds relationships with co-workers in a collegial and respectful manner



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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.


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