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Capacity Portfolio Representative Jobs (NOW HIRING)

SCS Financial

Client Portfolio Manager

Boston, MA · On-site

$225K - $325K/yr

... an investment capacity that is aligned with SCS standards, protocols, and best practices ... Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.

Liberty Mutual

Executive Underwriter

Denver, CO

$83K - $278K/yr

Acts as a trusted representative of Liberty Mutual in all interactions. * Market Presence ... sharing (non-managerial capacity). * Portfolio Analysis & Trend Recognition: May analyze ...

SCS Financial

Client Portfolio Manager

Boston, MA · On-site

$225K - $325K/yr

... an investment capacity that is aligned with SCS standards, protocols, and best practices ... Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.

Liberty Mutual

Executive Underwriter

Phoenix, AZ · On-site

$83K - $278K/yr

Acts as a trusted representative of Liberty Mutual in all interactions. * Market Presence ... sharing (non-managerial capacity). * Portfolio Analysis & Trend Recognition: May analyze ...

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Capacity Portfolio Representative information

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How much do capacity portfolio representative jobs pay per hour?

As of Jun 9, 2026, the average hourly pay for capacity portfolio representative in the United States is $17.91, according to ZipRecruiter salary data. Most workers in this role earn between $15.38 and $19.23 per hour, depending on experience, location, and employer.

How does a Capacity Portfolio Representative typically collaborate with other teams to optimize resource allocation?

Capacity Portfolio Representatives frequently work closely with operations, supply chain, and planning teams to ensure optimal use of resources across projects. They are often involved in cross-departmental meetings to assess current capacity, anticipate upcoming needs, and address any potential bottlenecks. Effective communication and negotiation skills are essential, as representatives must balance competing priorities and facilitate coordination between departments to achieve organizational goals.

What is a Capacity Portfolio Representative?

A Capacity Portfolio Representative is a professional responsible for managing and optimizing an organization's capacity resources, often within the energy or utilities sector. They oversee the procurement, allocation, and forecasting of capacity to ensure supply meets demand, maintain compliance, and maximize efficiency. Their role involves analyzing market trends, working with regulatory agencies, and negotiating contracts to support the company's operational goals. They play a key role in balancing supply reliability with cost-effectiveness.

What is the difference between Capacity Portfolio Representative vs Capacity Planner?

AspectCapacity Portfolio RepresentativeCapacity Planner
Primary RoleManages and communicates capacity portfolios, aligning resources with business needsAnalyzes and forecasts capacity requirements to optimize resource utilization
Required SkillsCommunication, stakeholder management, basic data analysisData analysis, forecasting, planning skills
Work EnvironmentCross-functional teams, strategic meetingsData-driven analysis, planning sessions

Both roles focus on capacity management but differ in scope. The Capacity Portfolio Representative primarily manages capacity portfolios and stakeholder communication, while the Capacity Planner focuses on detailed capacity analysis and forecasting. They often collaborate but serve distinct functions within resource planning and management.

What are the key skills and qualifications needed to thrive as a Capacity Portfolio Representative, and why are they important?

To excel as a Capacity Portfolio Representative, you typically need strong analytical skills, knowledge of supply chain or energy markets, and a relevant bachelor's degree. Familiarity with portfolio management software, data analysis tools, and industry-specific platforms like Salesforce or SAP is often required. Exceptional communication, negotiation, and problem-solving abilities help foster client relationships and resolve capacity challenges. These competencies ensure effective management of portfolios, optimized resource allocation, and satisfied stakeholders in dynamic market environments.
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What cities are hiring for Capacity Portfolio Representative jobs? Cities with the most Capacity Portfolio Representative job openings:
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Capacity Portfolio Representative jobs near you
Infographic showing various Capacity Portfolio Representative job openings in the United States as of May 2026, with employment types broken down into 62% Full Time, 35% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $37,257 per year, or $17.9 per hour.
Client Portfolio Manager

Client Portfolio Manager

SCS Financial

Boston, MA • On-site

$225K - $325K/yr

Other

Posted 6 days ago

Job description

Position Summary

SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for select clients that are institutionally sized and predominately investment focused. The CPM should be viewed as an extension of the IG whereby the broad role is to offer support to client relationships in an investment capacity that is aligned with SCS standards, protocols, and best practices. Importantly, the CPM should have a collaborative and partnership-oriented approach with the IG, IS, and PCG whereby there is transparency into initiatives and projects and frequent communication across teams. The CPM should have significant client facing and investment experience with deep knowledge of portfolio construction, asset classes, managers, and the economy, and the ability to communicate related information in a synthesized and client friendly manner. 

This role is based in Boston, MA.  

Primary Responsibilities

Investment Portfolio Management

  • Design, implement, and oversee custom client portfolios in collaboration with the IG.
  • Monitor performance, exposures, and positioning to ensure alignment with client objectives and firm standards.
  • Participate in manager due diligence, investment reviews, and contribute to IG and Investment Committee discussions.
  • Provide ongoing analysis and recommendations to support client portfolios, drawing on expertise from asset class specialists.

Client & Relationship Management

  • Partner with PCG Managing Directors on complex client relationships requiring advanced investment expertise.
  • Serve as a trusted investment advisor in client meetings, providing insights and follow-up on portfolio-related inquiries.
  • Support business development efforts, including diagnostic reviews and RFP responses.
  • Build comprehensive knowledge of client-directed managers and portfolio positioning to deliver a seamless advisory experience.

Thought Leadership & Communication

  • Represent SCS in client-facing portfolio and market update meetings, calls, and presentations.
  • Contribute investment and macroeconomic perspectives in PCG and client strategy discussions.
  • Act as a guest speaker and strategist, translating investment views into actionable insights for clients and internal teams.

Governance & Cross-Team Collaboration

  • Report directly to the CIO while maintaining close collaboration with the senior MDs on the Private Client Group.
  • Participate in regular meetings with IG, IS, and senior leadership to ensure transparency, alignment, and strong workflow integration.
  • Review client mandates, direct manager monitoring, and pipeline discussions to ensure conviction and consistency across portfolios.
  • Contribute to firmwide initiatives by aligning CPM activities with strategic business development and client service priorities.

Qualifications

  • Bachelor's degree required; advanced credentials such as MBA, CFA, or CFP strongly preferred; series 65 required. 
  • 15+ years of professional experience, ideally in investment research, portfolio management, or related client-facing roles.
  • Extensive knowledge of global financial markets, portfolio construction, and investments across traditional and alternative asset classes.
  • Demonstrated ability to build and maintain trusted client relationships with ultra-high-net-worth individuals, families, and institutions.
  • Exceptional communication skills - able to present complex investment concepts clearly and persuasively to diverse audiences.
  • Strong analytical, organizational, and project management skills, with the ability to manage competing priorities and meet deadlines.
  • Highly collaborative and team-oriented, with proven success working across functional groups to deliver outstanding client outcomes.
  • High degree of professionalism, integrity, and attention to detail.

The annualized base pay range for this role is expected to be between $225,000 -$325,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

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