Client Portfolio Specialist

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 genome sequencing robotics artificial intelligence 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 and digital asset 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. ARK has greater than$20 billionassets 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 ourPhilosophypage to understand how ARK differs from traditional investment firms. We also encourage you to meet theARK teamand follow us onX.

*This is a Full-Time position based in our St. Petersburg FL Corporate Office.

What You Will Do

The Client Portfolio Specialist supports ARKs Client Portfolio Management functions and assists with select CEO-related activities tied to client engagement and external meetings. This role is designed for a professional with a solid foundation in finance or client service who is looking to grow their experience working closely with senior leadership the investment/research team and external stakeholders.

The Specialist partners work with senior team members to support client communications portfolio reporting meeting coordination and executive logistics. The role includes dedicated travel with CEO and Founder Cathie Wood to assist with preparation materials and follow-up related to client and partner engagement.

Your Responsibilities

Client & Portfolio Support

• Support responses to inbound client and prospect inquiries in coordination with senior team members
• Assist in preparing client-facing materials presentations and portfolio commentary using established templates and guidance
• Help compile monthly and quarterly portfolio and performance reports
• Attend internal portfolio or research meetings to document updates and summarize key takeaways
• Maintain and update portfolio analytics and reporting tools under supervision

Meeting Travel & Engagement Coordination

• Coordinate scheduling and logistics for client meetings conferences and events
• Assist with roadshow and conference preparation including materials calendars and follow-up tracking
• Travel with Cathie Wood CEO and Founder as needed to support meeting logistics note-taking and post-meeting follow-ups
• Track action items and ensure timely communication with internal teams

Who You Are

• Strong passion for investing finance and client engagement
• Interest in (but not necessarily experience in) transformative technology
• A detail-oriented organized professional who works well in a support-focused role
• Comfortable interacting with senior leaders clients and external partners
• Clear and professional communicator both written and verbal
• Proactive and dependable with the ability to manage multiple priorities
• Able to exercise discretion and handle confidential information appropriately
• Flexible and willing to travel as needed in support of CEO and client engagements

Qualifications

• Bachelors degree in Finance Business Economics Communications or a related field
• 2-3 years of relevant experience in finance asset management consulting client service operations or executive support
• Strong proficiency in Microsoft PowerPoint Excel and Word
• Familiarity with financial markets and investment concepts
• Prior experience supporting senior leader or client-facing teams is preferred

How to Apply

To learn more about what its like to work at ARK please visit Experience:

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