Harbor Capital
Analyst - Investment Specialist Team
Harbor Capital, Chicago, Illinois, United States, 60290
Analyst - Investment Specialist Team
Apply locations Chicago Office, Boston Office Time type: Full time Posted on: Posted 15 Days Ago This is a hybrid opportunity which requires commuting to our Chicago or Boston office 2x a week. Summary The Harbor Investment Specialist Team (IST) resides within the broader Investments Group at Harbor and provides investment-related support on financial markets and Harbor’s investment solutions to the Harbor Distribution team and Harbor clients/prospects. The team’s primary function can be described as a hybrid between client portfolio manager (CPM) and product specialist responsibilities. This support involves a wide range of client-facing engagements including business development/due diligence calls with client prospects, ongoing portfolio review calls with existing clients, comparative product and advisor model review calls, as well as presentations at various industry events (webinars, conferences, podcasts, etc). Working closely with Marketing, Compliance, and the broader Investments team, the Investment Specialist Team also contributes to Harbor’s thought leadership by producing a wide range of product and thematic-based content that is published and then utilized by the IST team in client discussions. Key Responsibilities The Investment Specialist Analyst position at Harbor supports the broader investment specialist team. Responsibilities include: Assisting with content creation and content updates. Learning about and becoming an expert on Harbor’s investment strategies and solutions. Producing custom product comparison and model portfolio analyses for advisor clients. Presenting IST content at various internal engagements such as the weekly sales meeting and other internal training forums. Responding to general, product, and market-related inquiries from the sales team. Attending and taking detailed notes at Harbor investment partner due diligence calls. Serving as a liaison with Marketing and Compliance to move content from production to publication. Key Behavioral Expectations Ideal candidates will: Possess a strong desire to learn and grow within a fast-paced, challenging environment. Maintain a positive attitude while driving for results and multi-tasking. Operate well within a generalist team structure. Knowledge, Skills & Abilities Required Have 4-7 years’ experience in the financial services/asset management industry. Direct experience with a variety of tools used by the investment specialist team including Morningstar Direct and Factset. Be intellectually curious, always looking to cultivate and synthesize views on financial markets that can help Harbor clients make better investment decisions. Possess excellent written and oral communication skills, including the ability to understand and articulate complex investment strategies across multiple asset classes. Have a desire to move into a more outward, client-facing role within the IST team over time. Series 7 and 63 licenses preferred but not required for the role. About Us
What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day and help them achieve their investment goals through active, cost-aware investing. This approach has served us well, becoming one of the largest and most highly regarded managers of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first. We are currently looking to grow our firm with talented, intellectually diverse people with an excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, click on "Apply" to start your application!
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Apply locations Chicago Office, Boston Office Time type: Full time Posted on: Posted 15 Days Ago This is a hybrid opportunity which requires commuting to our Chicago or Boston office 2x a week. Summary The Harbor Investment Specialist Team (IST) resides within the broader Investments Group at Harbor and provides investment-related support on financial markets and Harbor’s investment solutions to the Harbor Distribution team and Harbor clients/prospects. The team’s primary function can be described as a hybrid between client portfolio manager (CPM) and product specialist responsibilities. This support involves a wide range of client-facing engagements including business development/due diligence calls with client prospects, ongoing portfolio review calls with existing clients, comparative product and advisor model review calls, as well as presentations at various industry events (webinars, conferences, podcasts, etc). Working closely with Marketing, Compliance, and the broader Investments team, the Investment Specialist Team also contributes to Harbor’s thought leadership by producing a wide range of product and thematic-based content that is published and then utilized by the IST team in client discussions. Key Responsibilities The Investment Specialist Analyst position at Harbor supports the broader investment specialist team. Responsibilities include: Assisting with content creation and content updates. Learning about and becoming an expert on Harbor’s investment strategies and solutions. Producing custom product comparison and model portfolio analyses for advisor clients. Presenting IST content at various internal engagements such as the weekly sales meeting and other internal training forums. Responding to general, product, and market-related inquiries from the sales team. Attending and taking detailed notes at Harbor investment partner due diligence calls. Serving as a liaison with Marketing and Compliance to move content from production to publication. Key Behavioral Expectations Ideal candidates will: Possess a strong desire to learn and grow within a fast-paced, challenging environment. Maintain a positive attitude while driving for results and multi-tasking. Operate well within a generalist team structure. Knowledge, Skills & Abilities Required Have 4-7 years’ experience in the financial services/asset management industry. Direct experience with a variety of tools used by the investment specialist team including Morningstar Direct and Factset. Be intellectually curious, always looking to cultivate and synthesize views on financial markets that can help Harbor clients make better investment decisions. Possess excellent written and oral communication skills, including the ability to understand and articulate complex investment strategies across multiple asset classes. Have a desire to move into a more outward, client-facing role within the IST team over time. Series 7 and 63 licenses preferred but not required for the role. About Us
What makes Harbor unique is our commitment to only partnering with the very best asset managers globally. This focus allows us to act in the best interests of our shareholders every day and help them achieve their investment goals through active, cost-aware investing. This approach has served us well, becoming one of the largest and most highly regarded managers of managers in the industry. We take a similar approach with the people we hire, seeking the very best individuals that share our passion for putting shareholders first. We are currently looking to grow our firm with talented, intellectually diverse people with an excellent work ethic. If you are passionate about putting shareholders first and enjoy the unique nature of working with the very best asset managers in the world, click on "Apply" to start your application!
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