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Client Portfolio Specialist

Job in Chicago, Cook County, Illinois, 60290, USA
Listing for: Mission Staffing
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Portfolio Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below

Leading asset management firm seeking a Client Portfolio Specialist.

Company Information:

Global Asset Manager

Job Description:
  • Lead the promotion of the firm’s Fixed Income platform, with primary responsibility for Non-Investment Grade credit strategies (Bonds, Loans, and CLOs).
  • Partner cross-functionally across Marketing, Product Development, Performance Analytics, Legal & Compliance, and RFP to ensure consistent, accurate articulation of the firm’s investment philosophy, process, and active management approach.
  • Translate complex fixed income strategies and portfolio positioning into clear, client-focused insights and materials.
  • Contribute to thought leadership initiatives, including market commentary and white papers.
  • Support the strategic positioning and growth of the firm’s Non-Investment Grade Credit platform through market analysis and new product development.
  • Oversee non-investment-related responsibilities for Non-Investment Grade products and collaborate on broader Fixed Income platform initiatives.
Requirements /

Qualifications:
  • Minimum 5+ years of experience in a comparable role within the asset management industry.
  • Proven experience in a Product Specialist or Client Portfolio Management capacity.
  • Demonstrated expertise in credit markets, with particular focus on High Yield Bonds, Loans, and CLOs.
  • Bachelor’s degree required; CFA or equivalent advanced designation preferred.
  • Strong written and verbal communication skills, with the ability to deliver effective presentations to diverse audiences.
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