Back to jobs
New

Associate Client Portfolio Manager

Boston, MA

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.

Qualifications:

  • Minimum 5 years of relevant investment industry experience.
  • CFA designation or progress toward the CFA charter required.
  • Strong equity market knowledge and exposure to the US Small Cap market; experience in equity product, research, sales, or related client facing roles preferred.
  • Excellent communication skills (both verbal and written) with the ability to articulate investment concepts clearly and confidently.
  • Professional presence with strong interpersonal judgment and the ability to build trust across diverse audiences.
  • Analytical skill set with proficiency in Excel and PowerPoint; familiarity with FactSet and/or Bloomberg and synthesizing equity attribution preferred.
  • Highly organized, self-motivated, well-prepared, and able to balance investment team engagement with business development support.
  • Travel required. 

This role is based in our Boston office on a hybrid schedule - 4 days per week in-office, 1 day per week remote. 

The actual base salary is dependent on several variables including but not limited to education, experience, skills, and geography. In addition, GW&K employees may be eligible for a discretionary bonus and/or commission, which is based on a number of factors, including individual and firm performance.

Base Salary Range

$100,000-$135,000 USD

 

GW&K Investment Management is an equal opportunity employer and provides equal employment opportunities to all associates and applicants for employment without regard to gender, race, color, national origin, ancestry, pregnancy, marital status, religion, age, disability, veteran status, sexual orientation, genetic information, or any other characteristic protected under applicable federal, state or local laws.

Create a Job Alert

Interested in building your career at GW&K Investment Management, LLC? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
Select...
Select...

This is a hybrid position requiring 4 days per week in our Boston office, with the option to work remotely 1 day per week.

Select...

I hereby give permission for GW&K Investment Management (GW&K) to examine my experience, educational and business qualifications, and authorize GW&K to contact all or any of the employers, educational institutions and other references provided. I further authorize my previous employers and references to provide all information requested by GW&K, and hereby release and hold harmless all persons and entities, including GW&K, from liability in doing so. In addition, I understand that consistent with its industry obligations, GW&K conducts background checks on all new hires, and if I am offered and accept employment with GW&K, I understand and agree to comply with this process.

Select...

I certify that I have provided truthful and complete responses to all inquiries on this application and understand that discovery of any falsification, omission or misleading statement may result in the denial of employment or, if I am already employed when such statement is discovered, immediate termination of my employment.

Select...

In the event I am employed by GW&K, I agree to comply with all Company rules and policies, including GW&K’s requirement that all secondary employment and certain outside activities be disclosed to the Company in order to determine if such employment or activities conflict with my duties to GWK.

Select...

I understand that employment at GW&K is terminable 'at-will', which means that the employment relationship may be terminated by either me or the Company at any time and for any reason not prohibited by law. I understand that nothing in this application or in any discussion or offer of employment creates a contract betweenmyself and GW&K, and that no supervisor or representative of GW&K has the authority to enter into an oral agreement to employ me for any specified period of time.

Select...

I understand that the Immigration Reform and Control Act of 1986 requires that if I am hired, I must furnish within 72 hours of commencing employment appropriate documentation to the Company establishing my identity and right to work in the United States.

Demographic Questions Updated

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process. The below survey is optional and not required. 

Select...
Select...
Select...
Select...
Select...