Senior Analyst/Investment Specialist

This is a hybrid work opportunity based in our Chicago or Boston office requiring a commute to the office multiple times a week. Please ensure you can meet this requirement prior to applying.

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 portfolio construction and client portfolio management responsibilities

• This support involves a wide range of client-facing engagements including business development/ due diligence calls with client prospects, on-going portfolio review calls with existing clients, advisor model and portfolio construction 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 investment content creation and content updates

• Learning about and becoming an expert on Harbor's investment strategies and solutions

• Producing portfolio construction and model portfolio analyses for advisor clients as well as custom product comparisons

• 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

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

Salary Range: $140,000-$170,000 plus bonus eligibility