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Associate Client Portfolio Manager- Municipal

GW&K Investment Management
Boston, Massachusetts (US)
Commensurate with Experience
Closing date
Feb 25, 2023

Job Details

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.


Founded in 1974, GW&K Investment Management is a dynamic Boston-based investment management firm that offers active equity and fixed income investment solutions to meet the needs of a diverse client base. GW&K's mission is to help clients achieve their investment objectives through the management of thoughtfully conceived and consistently applied investment strategies. An active bottom-up investment approach is the cornerstone of our investment philosophy. Each investment strategy relies on in-depth fundamental research executed by a team of experienced investment professionals. To keep pace with the ever-changing landscape of the investment community, we are continuously looking for individuals who can contribute to GW&K's growth. At GW&K we believe our people are our most valuable assets. Employees thrive in a dynamic work environment that promotes growth and opportunity.
Company info
222 Berkeley Street
15th Floor

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