Client/Customer Support Rep

We are a curious and performance driven team who believes that innovation matters, not just to an investor's portfolio but to all of our lives. ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Wood, founded ARK in 2014 on the belief that innovation is key to growth. Rooted in over 40 years of experience, ARK aims to identify large-scale investment opportunities in the public and private markets resulting from technological innovations centered around Artificial Intelligence, Multi-omics Sequencing, Robotics, Energy Storage, and Blockchain technology. ARK manages and sub advises long-only global equity portfolios across a variety of investment vehicles, including a suite of exchange traded funds (ETFs), a venture fund, mutual funds, and separately managed accounts. As of September 30, 2023, the firm has approximately $22.7 billion in assets under management.

ARK is committed to ensuring equal employment opportunities for all employees and strives to maintain an environment free of discrimination based on race, color, religion, gender, national origin, ancestry, age, disability, genetic information, military or veteran status, marital status, sexual orientation, gender identity, citizenship, or any other protected category or characteristics as defined by federal, state, or local laws. We also encourage you to meet the ARK team and follow us on X , formally Twitter.

*This is a Full-Time position in our St. Petersburg, FL Corporate Office.

The Client Portfolio Specialist supports ARK’s Client Portfolio Management functions and assists with select CEO-related activities tied to client engagement and external meetings. This role is designed for a professional with a solid foundation in finance or client service who is looking to grow their experience working closely with senior leadership, the investment/research team, and external stakeholders.

The Specialist partners work with senior team members to support client communications, portfolio reporting, meeting coordination, and executive logistics. The role includes dedicated travel with CEO and Founder, Cathie Wood, to assist with preparation, materials, and follow-up related to client and partner engagement.

Support responses to inbound client and prospect inquiries in coordination with senior team members

Assist in preparing client-facing materials, presentations, and portfolio commentary using established templates and guidance

Help compile monthly and quarterly portfolio and performance reports

Attend internal portfolio or research meetings to document updates and summarize key takeaways

Maintain and update portfolio analytics and reporting tools under supervision

Meeting, Travel, & Engagement Coordination:

Assist with roadshow and conference preparation, including materials, calendars, and follow-up tracking

Travel with Cathie Wood, CEO and Founder, as needed to support meeting logistics, note-taking, and post-meeting follow-ups

A detail-oriented, organized professional who works well in a support-focused role

Able to exercise discretion and handle confidential information appropriately

Flexible and willing to travel as needed in support of CEO and client engagements

Bachelor's degree in Finance, Business, Economics, Communications, or a related field

2-3 years of relevant experience in finance, asset management, consulting, client service, operations, or executive support

Strong proficiency in Microsoft PowerPoint, Excel, and Word

Familiarity with financial markets and investment concepts

Prior experience supporting senior leader or client-facing teams is preferred