Summary. The Taxable Bond Portfolio Analyst will support portfolio managers and traders in managing fixed income portfolios across corporate, government, agency MBS, and other sectors. This role requires strong quantitative, technology, and analytical skills to evaluate performance, monitor risk, and support investment decisions across taxable bond strategies. Responsibilities. Monitor and analyze daily portfolio performance and risk exposures (d...
Summary. The Performance & Portfolio Data Associate supports GW&K’s sales, client service, and investment teams through data analysis, portfolio evaluation, and report preparation. As an integral member of the firm’s Enterprise Data & Analytics Group, the role involves using FactSet, Morningstar, and Bloomberg to analyze portfolios, calculate and present strategy characteristics, and ensure data accuracy. This position offers the opportunity to c...
Summary. The Operations Account Specialist – Corporate Actions is involved with many different areas of responsibility in Investment Operations. Primary responsibilities are portfolio reconciliation and corporate actions processing. The Operations Specialist will also be involved with individual or group projects and initiatives as they occur. . Responsibilities. Provide Operational support for Advisory, private wealth & institutional accounts. ...
Summary. The Associate Municipal Research Analyst will be responsible for comprehensive credit analysis in all sectors of the investment grade municipal market. Responsibilities. Review primary and secondary market offerings to determine credit quality with accompanying detailed written and spreadsheet analysis. Perform ongoing surveillance on current holdings. Monitor credit and sector trends for existing holdings. Clear oral and written present...
Summary. The Relationship Manager will oversee key advisory relationships—spanning wirehouses, regional and independent firms, and RIAs—serving as a strategic partner to ensure the effective delivery and positioning of GW&K’s investment solutions. The role emphasizes proactive engagement, relationship development, and collaboration to strengthen GW&K’s presence within the advisory marketplace. Responsibilities. Provide ongoing reviews to clients ...
Summary. The Internal Wholesaler is responsible for partnering with a Regional Sales Director to drive sales and grow market share in a defined geographic territory. The Internal Wholesaler position is an opportunity for a motivated and ambitious individual to develop a financial sales career. Responsibilities. Proactively consult with new and existing financial advisor clients via phone and email to strengthen relationships, identify cross-selli...
Summary. . The Client Service Associate serves as a primary point of contact for high-net-worth clients, delivering high-touch service experience while partnering closely with Portfolio Managers, custodians, and internal operations. This role is responsible for ensuring seamless execution of client requests, maintaining account integrity, and supporting the overall client relationship. Responsibilities. Serve as a day-to-day contact for clients, ...
