Client Portfolio Associate - International Equities

Support sales and client service activities across U.S. and Canadian distribution channels Develop knowledge of TGI strategies and vehicles to support prospecting and client relationship management Build relationships with the internal sales desk and select retail channels Support the internal sales consultant channel Analyze segmentation and other datasets to identify and prioritize business opportunities Monitor product availability across broker-dealer platforms to identify market opportunities Translate portfolio holdings, characteristics, and data into actionable sales ideas Create and deliver portfolio and market updates through email and Teams Support product positioning and broader sales initiatives across all channels Partner with portfolio specialists, investment writing, and broader TGI teams to develop portfolio narratives, thought leadership, and client-facing collateral Analyze the competitive landscape and position TGI strategies with platforms and advisors Collaborate with the NACPM team to identify institutional relationships and strategic opportunities across channels Requirements Bachelor’s degree 5–7 years of relevant experience in international equities and retail/institutional sales FINRA Series 7 and 63 licenses preferred, or ability to obtain them shortly after hire Progress toward the CFA designation or interest in pursuing it is a plus Understanding of global equity markets, investing, and portfolio management International and emerging markets experience preferred Experience in sales, investments, or an analytical role preferred Strong sales, presentation, and communication skills Proficiency in Microsoft Office, including strong Excel skills Ability to work collaboratively across functions and independently Strong written and verbal communication skills across technical and non-technical audiences Detail-oriented with strong analytical skills and sound judgment Ability to manage multiple priorities in a fast-paced environment Hybrid work arrangement with four days per week in the office Core Competencies Demonstrates expertise in international equities and retail/institutional sales, with strong analytical skills to identify business opportunities and support client relationship management. Proficient in developing portfolio narratives and delivering market updates while collaborating effectively across teams. Highest-signal resume keywords International Equities Experience Retail/Institutional Sales FINRA Series 7 License Strong Analytical Skills Microsoft Excel Proficiency ATS Optimization Keywords Hard Skills Portfolio Management Data Analysis Sales Strategy Development Market Analysis Client Relationship Management Soft Skills Strong Communication Skills Detail-Oriented Collaborative Work Style Presentation Skills Ability to Manage Multiple Priorities Certifications & Qualifications Bachelor's Degree FINRA Series 63 License CFA Designation Progress Industry Keywords Global Equity Markets Emerging Markets Broker-Dealer Platforms Sales Initiatives Investment Writing Tools & Technologies Microsoft Office Teams #J-18808-Ljbffr Jobtailor