Associate Client Portfolio Manager- Municipal

Boston, Massachusetts (US)
Commensurate with Experience
26 Jan 2023
25 Feb 2023
Employment Type
Full Time

The Associate Client Portfolio Manager will partner with sales and client service in presenting GW&K’s municipal investment strategies to both existing and prospective clients. This role is responsible for serving as an investment strategy expert for the municipal team. Developing a deep knowledge of the firm's municipal investment strategies is a key component. 

  • Participate in strategy and investment meetings and serve as an integrated part of the municipal bond team.
  • Partner with the distribution teams to support client service and business development efforts across channels (institutional, advisory, and private client).
  • Present investment process, strategy performance, and market updates to current clients and prospects (in  person and by phone) and our internal sales team.
  • Serve as a resource to Portfolio Managers, Client Portfolio Managers, Relationship Managers, Marketing and Client Service, and Sales to build client relationships, retain assets, and resolve client issues.
  • Support portfolio analysis, marketing due diligence, and other ad hoc requests from clients.
  • Help prepare ongoing investment updates, investment commentary, and respond to client specific requests.
  • Interface with internal sales team. 
  • Partner with the Marketing and Sales teams to develop creative marketing materials and presentations.
  • Act as a resource for the Marketing team throughout the RFP process providing information and support on technical questions. 


  • Bachelor’s degree required and CFA or progress to CFA charter preferred.
  • 5+ years of related industry experience with extensive fixed income and product knowledge
  • Demonstrated client service or sales experience is required.
  • Will be required to develop a comprehensive understanding of our Muni investment philosophy and process, knowledge of portfolio holdings, risk attributes, past and current positioning and performance attribution and analysis.
  • Strong verbal and written communication skills and the ability to present investment strategies to a wide range of clients.
  • Self-motivated individual with the desire to collaboratively work with internal client service and sales teams.  
  • Ability to analyze, interpret and effectively communicate investment concepts.
  • Team oriented individual with demonstrated ability to support others.
  • Superb organizational skills and ability to prioritize competing demands.
  • Some periodic travel may be required.
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