Role Overview:

We are seeking a Client Portfolio Manager to join the Client Portfolio Management team, based in Boston. The ideal candidate should have a fixed income background, although experience across multiple asset classes would be highly beneficial.

Role Responsibilities:

•Effectively communicate Insight’s history and value proposition as an asset management firm.

•Effectively communicate the firm’s product offerings (including Mutual Funds, CITs and ETFs) and investment philosophy, processes and resources to strategically position the firm against industry competitors, ultimately driving new business.

•Function as a champion of the business working with the broader distribution and investment teams to determine proper positioning of strategies and represent the firm and its products with internal and external sales teams and end clients.

•Maintain highly consultative and solutions-based discussions with existing and prospective investors.

•Contribute to development and maintenance of marketing and materials including fund commentaries and investment reports.

•Inform and support the development of our product offering to include additional mutual funds, ETFs, CITs and SMA platform.

•Contribute market intelligence to Insights monitoring of the competitive landscape.

Experience Required:

•Ideally 8-10 years’ experience in a client-facing technical role such as marketing or product specialist.

•Strong investment and analytical acumen, with candidates having attained CFA/and or advanced degree preferred.

•Strong written and verbal communication skills, including ability to succinctly and effectively explain complex ideas.

•Ability to build and maintain positive relationships with peer professionals including portfolio management teams, research team and distribution professionals.

•Independent work style and a level of high self-motivation.

•Understanding of AI-enabled tools, technologies, and practical applications, with the ability to apply these appropriately within the role to enhance productivity, decision-making, or business outcomes.

Insight is committed to being an inclusive employer and encourages applications from all suitably qualified applicants irrespective of background, circumstances, age, disability, gender identity, ethnicity, religion or belief and sexual orientation. If you are a candidate with a disability, or are assisting a candidate with a disability, and require an accommodation to apply for one of our jobs, please email us at [email protected]

Insight Investment is an equal opportunities employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, disability status, age, or any other status protected by law. Under Massachusetts pay transparency law we are required to indicate the base salary range for this role of USD 250,000 to 325,000.  Any offer of employment will be made based upon the specific skills and experience of the selected candidate and the base salary offered could be higher or lower than indicated.

About Insight Investment:

Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients' needs. Founded in 2002, Insight's collaborative approach has delivered both investment performance and growth in assets under management. Insight manages assets across its core liability-driven investment, risk management, full-spectrum fixed income, currency and absolute return capabilities. Insight has a global network of operations in the UK, Ireland, Germany, US, Japan and Australia. More information about Insight Investment can be found at: https://www.insightinvestment.com/corporate/