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Investment Management
Thanks for your interest in the Portfolio Specialist, NWQ position. Unfortunately this position has been closed but you can search our 268 open jobs by clicking here.




  • Undergraduate degree from an accredited university or college
  • Minimum of 2 years of related experience
  • Series 7, 63 or the ability to obtain within three months of employment with NWQ



  • 5+ years of related experience
  • Experience with Microsoft Office Products (Excel, Word, PowerPoint, and Visio). Excel competencies should include VLOOKUPs, PivotTables, as well as additional IF and aggregation functions (SUMIF, COUNTIF, etc)
  • Ability to acquire, combine, and analyze complex data sets from various sources to generate business insights
  • Technically strong with CRMs and systems; experience with Bloomberg, Charles River, Sales Page and Microsoft CRM highly preferred
  • Must be adaptable and willing to handle administrative tasks as assigned
  • Background in financial services, investments, or capital markets preferred
  • Knowledge of Excel macros, Databases, and SQL is a plus
  • Analytical, problem solving, time management, and organizational skills
  • Capability to work independently and demonstrate urgency in a fast paced environment
  • Verbal and written communication skills, able to influence and converse with, and present to field leadership 




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We are an Equal Opportunity/Affirmative Action Employer. We will consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other legally protected status.

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