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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in investment strategies and financial markets, with a strong ability to analyze and communicate complex investment concepts effectively. Proven experience in client-facing roles, delivering insights and supporting business development in the financial services industry.
Highest-signal resume keywords
10+ Years Experience In Financial ServicesStrong Knowledge Of Financial MarketsCFA Designation Or Progress Toward CFAExperience Utilizing Investment Research PlatformsStrong Written And Verbal Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Portfolio AnalysisInvestment ComparisonsInvestment StrategiesMarket AnalysisPortfolio StrategiesClient PresentationsInvestment InsightsThought Leadership Content DevelopmentETFs RepresentationDerivatives-Based Investment Strategies
Soft Skills
Interpersonal SkillsCollaboration SkillsIntellectual CuriosityAbility To Manage Multiple PrioritiesStrong Communication Skills
Tools & Technologies
Morningstar DirectFactSetBloombergEVestment
Certifications & Qualifications
CFA DesignationSeries 7 LicenseSeries 63 License
Industry Keywords
Investment ContentSales MaterialsAsset ManagementBusiness DevelopmentDue DiligenceClient-Facing ExperienceMarket Data PlatformsInvestment ProductsPortfolio ConstructionFinancial Services
About the role
Key responsibilities & impact- Support the development and ongoing maintenance of investment content and sales materials
- Serve as a subject matter expert on Harbor's investment strategies and solutions
- Deliver portfolio analysis and customized investment comparisons for advisor clients and prospects
- Present investment insights and product updates at internal meetings, training sessions, and sales forums
- Partner with the sales team to address investment, product, and market-related questions and client needs
- Support business development and due diligence discussions with prospective clients
- Participate in portfolio review meetings, advisor model and portfolio construction consultations, and industry events
- Develop product- and market-focused thought leadership content with Marketing, Compliance, and the broader Investments team
Requirements
What you’ll need- Bachelor’s degree in Finance, Economics, Business, or a related field
- 10+ years of experience in the financial services and/or asset management industry
- Significant client-facing experience presenting investment insights, portfolio strategies, or market perspectives to clients and prospects
- Strong written and verbal communication skills with the ability to communicate complex investment concepts to diverse audiences
- Experience utilizing investment research, analytics, and market data platforms such as Morningstar Direct, FactSet, Bloomberg, eVestment, or similar tools
- Strong knowledge of financial markets, investment products, and portfolio strategies across multiple asset classes
- Ability to analyze, synthesize, and communicate market developments and investment perspectives
- Demonstrated intellectual curiosity and commitment to continuous learning and professional growth
- Ability to manage multiple priorities and deadlines in a fast-paced environment
- Strong interpersonal and collaboration skills
- Experience representing ETFs with a focus on derivatives-based and/or multi-asset investment strategies is highly desirable
- CFA designation, progress toward CFA designation, or an advanced degree in Finance or a related field
- Series 7 and Series 63 licenses
Benefits
Comp & perks- Bonus opportunity
- Hybrid work opportunity