Investment Specialist

2 weeks ago

London, United Kingdom Openwork UK Ltd Full time

A brand new role to the Omnis Investments team, supporting the Client Portfolio Manager in bringing to life the Omnis offering. The Investment Specialist acts as an adviser liaison for Omnis’ investment proposition and the key elements of the role are to:

- Increase awareness and understanding of Omnis investment strategies and principles;
- Increase adoption of Omnis products and services;
- To support Omnis’ communication capability across its audiences
- Communicating investment strategies internally and externally with the goal of growing assets under management
- Deputise for the Client Portfolio Manager (CPM) and wider investment team where appropriate. The CPM needs to trust that the role holder can effectively represent the team’s investment and macros views.
- Help to design and develop Omnis’ and OWSL’s products and services; and
- To help Openwork Advisers sell more Omnis products and to retain existing business.

**We’d like you to be accountable for**:

- Work on the production of informative, relevant, regular and timely investment communications
- Work closely with the CPM and Openwork Marketing to produce a regular series of communications including:

- Omnis corporate updates.- Market commentaries.- Thematic/strategic messages.- Fund commentaries.- Report & Accounts commentaries.- Adviser key discussion points with Customers.- Investment Performance.- Fact Sheets.- Fund Manager changes, launches, mergers and closures.- Represent Omnis at regional Openwork peer groups, Wealth Proposition Councils and large adviser meetings.
- Help co-ordinate Omnis webinars, national and regional conferences/meetings.
- Work collaboratively with the Openwork Marketing team to ensure Omnis fund and promotional materials meet Advisers’ and Customers’ needs.
- Actively support the CPM with reporting to required committees
- Respond to all Adviser and Customer performance related queries.

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