Portfolio Specialist
Content + Source + Freshness • 12 Feb 2026 • 95% confidence
Offer value
Significant opportunity in client-facing roles within the evolving crypto market; requires a blend of analytical and communication skills.
- Competitive salary: $175,000 - $200,000/year
- Strong growth opportunities in the crypto sector
- Requires 8+ years of experience in financial services
Pros
- Competitive salary range ($175,000 - $200,000/year)
- Engagement with a dynamic and fast-growing industry
- Opportunity to develop relationships with clients and stakeholders
Cons
- Role involves extensive travel (up to 50%)
- Demands a high level of market knowledge and adaptability
- Expectations for continuous learning and self-improvement
Who it's for
Mid-level to Senior • Remote / Telecommute
Good fit
- Experienced financial advisors
- Professionals with strong analytical skills
- Those enthusiastic about the crypto market
Not recommended for
- Entry-level candidates without investment experience
- Individuals averse to client interaction
- Those preferring predictable roles without travel
Motivation fit
Key skills
About the job
## Primary Responsibilities: 📍Obsessively follow the crypto market from both a quantitative and qualitative perspective. Understand and anticipate trends and develop views on the market. 📍Partner with the Sales, Investor Relations, Research, and Marketing teams to ensure high quality engagement with prospects and clients, with the goal of increasing client acquisition and retention. 📍Develop and produce content for use with sales teams, advisors and clients, including investor presentations and written reports. Communicate investment strategies and market views. 📍Handle complex ad-hoc client requests, both quantitative and qualitative, evaluating the impact of the financial market developments on client portfolio positioning. 📍Provide client feedback and market intel to the Portfolio Management and Product teams. Participate in product design and support new product launches. 📍Develop and implement investment strategies for clients, including advising on and constructing model portfolios. 📍Perform detailed analyses of both existing and prospective client investment portfolios and create client-specific materials and reports. 📍Create reports comparing Bitwise products with competing solutions, and determine how to best present the advantages of Bitwise products. ## Role Requirements: 📍8+ years of experience in financial services or investment management. Prior client-facing experience is a must, and ETF or hedge fund experience is a plus. 📍Strong fundamental research skills with expertise in financial analysis, modeling, and portfolio management. CFA required. 📍The ability to communicate clearly and accurately about complex topics. 📍Strong presentation skills in both small and larger group settings. 📍Proficiency in Bloomberg, Excel, and PowerPoint. 📍Willingness to travel (up to 50%) for client engagement. 📍Extremely detail-oriented, accurate, and love wrangling data. 📍Willingness and enthusiasm to learn new topics in a rapidly evolving company and space. You’re excited about being part of a small and nimble team. **The crypto industry is evolving rapidly, offering new opportunities in blockchain, web3, and remote crypto roles — don’t miss your chance to be part of it.**
