ARK Investment Management Is Hiring: 

Client Portfolio Specialist

 

Who We Are

ARK is a global investment manager focused solely on investing in disruptive innovation that is changing the way the world works. Majority Owner, Catherine D. 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. We invest in the leaders, enablers, and beneficiaries of disruptive innovation.

 

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. Our investments are backed by an open research ecosystem designed to identify innovations with the potential for long term growth. 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. If you want to learn more, please visit our “Philosophy” page to understand how ARK differs from traditional investment firms. 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.

 

What You Will Do

We expect you to partner with our Client Portfolio Manager (CPM) and Director of Global Strategic Partnerships to provide support for the CIO/PM and investment team in managing relationships with distribution partners and existing/prospective clients.

 

Your Responsibilities

■   Portfolio analysis and research:

  • Compile monthly, quarterly, and annual portfolio and stock commentary reports for distribution partners.
  • Attend research and investment meetings to capture key portfolio related updates, while providing market or client insights to the team.
  • Communicate these portfolio changes and key market updates to distribution partners during regular scheduled update calls.
  • Run and maintain portfolio analytics and attribution reports.
  • Conduct original market research and create content that helps position ARK’s suite of investment solutions for different client types.

■    Act as primary point of contact for inbound client requests and due diligence inquiries from prospects throughout the sales process, including:

  • Assist in logging investor inquiries and collaborate with CPM and research teams on to craft and provide specific investment-related responses.
  • Project-manage the firm’s investment related responses to investor RFP and DDQ requests.
  • Provide product information and sales support to investors utilizing pre-approved templates/commentaries.

■    Manage conference and prospect meeting activity including:

  • Coordinate with multiple distribution partners all aspects of sales process included but limited to road show and in person meeting preparations, meeting presentations, touchpoint activity, and territory assignment.
  • Intake initial requests for calls and meetings with prospective clients to support sales efforts.
  • Set up sales meetings and coordinate conference attendance.
  • Manage, revise, and implement the business development prospect follow-up protocol,

           ■   Strategic activity:

  • Research new opportunities and channel development as assigned.
  • Build and maintain a roster of competitors in order to refine fund positioning.
  • Proactively support broader corporate initiatives and participate in special projects and other duties as assigned.
  • Lead the firm’s conference sponsorship and attendance strategy. Complete and coordinate with distribution partners any follow up activity.

 

Who You Are

  • You have 5+ years industry experience required; equity or asset management experience preferred
  • You have a Bachelor’s degree from an accredited university
  • You have experience in managing relationships with high net worth and institutional clients
  • You have excellent communication and presentation skills (written, visual and physical)
  • You possess strong analytical and problem-solving skills
  • It’s a plus if you have asset allocation / portfolio construction / manager selection / due diligence or product specialist experience

If this description doesn’t fit you, but you have something unique to offer, please apply anyway.

 

How to Apply

The best way for us to get to know you is through examples of your work. This may be a marketing project, presentation or blog. If you don’t have an example of your work, we would encourage you to create one. 

 

When you apply, please send your work sample, resume, and a brief cover letter to ARK.

 

To learn more about what it's like to work at ARK please visit https://ark-invest.com/work-at-ark/

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