Garda Capital Partners
Product Specialist - Client Portfolio Management (Investor Relations)
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The Product Specialist supports the Client Portfolio Management team by managing investor relationships, providing portfolio insights, and creating reporting materials.
Garda Capital Partners (Garda) is a multi-billion dollar alternative investment firm with over 22 years of experience deploying relative value strategies across fixed income markets for institutional investors. Garda's primary offices are located in Wayzata, New York City, West Palm Beach, Geneva, Zug, Copenhagen, Singapore, and Scottsdale.
Garda is seeking a Product Specialist (Client Portfolio Management) to join its Investor Relations team in the New York City office. This role will support the Director of Client Portfolio Management in delivering high-quality client service and portfolio-related communications, while assuming increasing responsibility over time. The Client Portfolio Manager will help manage investor activity and execute core client portfolio management responsibilities in close partnership with the broader investor relations team.
Position Responsibilities
- Support our Director of Client Portfolio Management in the day-to-day management of existing and prospective investor relationships
- Serve as a secondary point of contact for investors, responding to portfolio and account-related inquiries under the guidance of senior team members
- Participate in investor meetings and calls (current and prospective), to act as a representative of the investment team in order to articulate fund-related activity and performance
- Act as an additional liaison internally between the IR team and the investment and risk teams
- Support the creation of market intelligence and analysis
- Provide support in meeting investors’ needs for regular reporting, due diligence materials, and ad hoc information requests
- Assist in the development, maintenance, and updating of marketing and portfolio-related materials, including presentations and portfolio-related collateral and data requests
- Contribute to special projects and broader Client Portfolio Management initiatives as needed
Required Qualifications
- Bachelor’s degree, preferably in Marketing, Finance, Economics, or a related field
- 5–7 years of experience in investment management, fixed income markets, product specialist roles, hedge fund allocation/LP investing, client portfolio management, or a related field
- Strong understanding of fixed income instruments, interest rate markets, and macroeconomic drivers, with demonstrated exposure to alternative investment strategies
- Demonstrated ability to engage with clients while maintaining a strong technical and investment-oriented mindset
- Experience translating complex investment concepts and portfolio positioning into clear, client-relevant insights
- Familiarity with portfolio analytics, performance attribution, and investment reporting
- Experience working with CRM systems and client management tools in support of a client-facing investment role
- Strong organizational skills with exceptional attention to detail and accuracy
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Highly collaborative, proactive, and results-oriented, with a strong sense of ownership
- Excellent written and verbal communication skills; ability to communicate credibly with both investment professionals and clients
- Proficiency in Microsoft Excel, PowerPoint, and Word
This role is also eligible for other forms of compensation and benefits, such as a discretionary bonus, healthcare plan, 401(k) matching program, etc. Within the range, individual pay is determined by work location and additional factors, such as job-related skills, experience, and relevant education.
Base Salary for this role is expected to be between:
$170,000—$200,000 USD
Top Skills
Crm Systems
Excel
Microsoft Powerpoint
Microsoft Word
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