Portfolio Specialist

The Role We are seeking a commercially minded and client-focused Portfolio Specialist to support our consulting and white-labelled client base. This is a client-facing role at the intersection of investments, relationship management, and business growth. The successful candidate will act as the primary relationship lead for a portfolio of high-value advisory clients, partnering closely on portfolio strategy, implementation, and ongoing engagement.

This role requires someone who can confidently articulate investment thinking, translate complex market and portfolio concepts into clear client messaging, and proactively identify opportunities to deepen relationships and grow revenue. The individual will work closely with Investment, Sales, Product, and Marketing teams to deliver a high-quality and consistent client experience.

Key Responsibilities

• Serve as the primary day-to-day contact for consulting and white-labelled clients, building strong, trusted relationships with advisers and key stakeholders. Deliver a high standard of responsiveness, insight, and service across all interactions.

• Clearly communicate the investment process, portfolio positioning, and market views in a way that is relevant and actionable for advisers. Present portfolio performance and positioning, translating complex investment concepts into practical client outcomes and narratives.

• Partner with clients on portfolio construction, fund selection, and overall strategy alignment. Support the implementation and ongoing refinement of client portfolios, ensuring alignment with house views and client objectives. Facilitate and, where appropriate, lead Investment Committee meetings with clients.

• Work closely with advisers to identify opportunities to grow existing relationships, supporting increased assets under management and share of wallet. Contribute to the ongoing refinement of the consulting and white-labelled value proposition based on client feedback and market needs.

• Contribute to webinars, conferences, and client events as a representative of the investment team. Assist in developing client-facing content and presentations, acting as a credible and engaging spokesperson for the firm’s investment capabilities.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, or a related field. Professional qualifications such as CFA, CAIA, or CFP preferred.

• 5–10+ years’ experience in investments, asset management, or wealth management.

• Strong understanding of portfolio construction, fund selection, and market dynamics.

• Experience working with financial advisers and/or discretionary fund managers is advantageous.

Key Skills & Attributes

• Strong investment acumen with the ability to clearly articulate views and positioning.

• Excellent communication and presentation skills across both technical and non-technical audiences.

• Proven ability to manage and develop client relationships at a senior level.

• Commercial mindset with a focus on client growth and revenue opportunities.

• Strong organisational skills and attention to detail.

• Proactive, solutions-oriented, and able to take ownership.

• Ability to collaborate effectively across multiple internal teams.

Success in This Role Looks Like

• Trusted relationship owner for key consulting and white-labelled clients.

• Consistent delivery of high-quality investment communication and client experience.

• Strong contribution to client retention, satisfaction, and revenue growth.

• Effective collaboration and influence across investment, sales, and marketing teams.

Base Salary Compensation Range

Bonus Target:

We expect the compensation and target bonus for this role to fall within the stated range. The specific compensation offered will depend on the candidate’s qualifications, experience, and other job-related factors.

Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.