Investment Specialist Client Portfolio Manager

1 week ago


London, Greater London, United Kingdom Non-disclosed Full time
Senior Investment Specialist/Client Portfolio Manager - Global Equities
Non-disclosed London, United Kingdom Senior Investment Specialist/Client Portfolio Manager - Global Equities

Non-disclosed London, United Kingdom Posted 3 days ago Permanent Competitive Our client is a global investment management firm that is seeking to hire a highly motivated Investment Specialist to join the global equities team.

This individual will be the lead Investment Specialist acting as the key contact for clients.
Proven experience in a similar Investment Specialist role. Strong understanding of equity markets and investment principles
CFA Charterholder or equivalent
Excellent communication and presentation skills, with the ability to tailor content for diverse audiences
Collaborate with Distribution teams to prepare and present investment materials for client meetings, pitches and roadshows
Develop a deep understanding of the firm's investment philosophy, process, and portfolio holdings.
Collaborate with the Investment team to ensure clear and consistent communication of strategies to stakeholders
Contribute to market research and competitor analysis, enhancing the team's competitive edge
Competitive salary, bonus and benefits package
Opportunity to work with a well-respected global leader in investment management

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