Associate Portfolio Specialist

Description

Summary
We are seeking an analytically minded and investment-focused Associate Portfolio Specialist to support our consulting and white-labelled client offering. This role is ideal for an individual who is passionate about investments and markets, enjoys both technical analysis and investment storytelling, and is looking to build broader client-facing experience over time.

The role sits at the intersection of the Investment and Client teams, supporting Portfolio Specialists with investment research, portfolio analysis, market commentary, investment committee materials, and client deliverables. The successful candidate will play a key role in ensuring high-quality investment communication and portfolio support across our consulting client base, while gradually developing exposure to adviser relationships and client engagement.

The Role
The Associate Portfolio Specialist will work closely with Portfolio Specialists, Investment Analy...