Investment Portfolio Specialist

4 weeks ago


Chicago, Illinois, United States MindSpring Partners LLC Full time
Investment Portfolio Specialist

At MindSpring Partners LLC, we are seeking a highly skilled Investment Portfolio Specialist to join our Investment Team. As an Investment Portfolio Specialist, you will play a critical role in providing essential support related to financial markets and investment solutions for our distribution team and clients/prospects.

Key Responsibilities:

  • Support the creation and updating of content related to investment strategies and solutions
  • Gain expertise in investment strategies and solutions
  • Generate customized product comparisons and model portfolio analyses for advisor clients
  • Present team content at internal events such as weekly meetings and training sessions
  • Address product and market-related inquiries from the sales team
  • Attend investment partner due diligence calls and take comprehensive notes
  • Coordinate with Marketing and Compliance to transition content from creation to publication

Required Knowledge, Skills & Abilities:

  • 2-5 years of experience in the financial services or asset management sector
  • Familiarity with tools commonly utilized by investment specialist teams
  • A keen interest in developing and integrating insights on financial markets to assist clients in making informed investment choices
  • Strong written and verbal communication skills, with the capability to convey complex investment strategies across various asset classes


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