Hybrid Equity Portfolio Manager Client Engagement

CFA Institute
Boston, US
Hybrid

Job Description

A financial services organization is seeking an Associate Client Portfolio Manager based in Boston. This hybrid role requires strong investment acumen and communication skills to present equity strategies to clients. You will partner with sales and client service to enhance business development efforts. Candidates should have a minimum of 5 years of investment industry experience and a CFA designation or progress toward it. The position involves substantial interaction with clients and requires excellent organizational abilities. #J-18808-Ljbffr

Skills & Requirements

Technical Skills

investment acumencommunication skillsequity strategiessalesclient servicebusiness developmentorganizational abilitiescommunicationorganizational abilitiesCFAfinance

Level

mid

Posted

4/8/2026

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