Investment Specialist

3 weeks ago

London, United Kingdom eFinancialCareers Full time

**What we're looking for **
- Supporting DC investment team with improving processes, suggesting and implementing more scalable solutions how the team support/interacts with other teams, including Client Directors, Business Development Directors and New Business team.
- Actively contributing to existing processes, by reviewing and recommending developments that improve quality and efficiency including production of new materials to address gaps in the investment collateral, client and consultant update materials.
- Supporting DC investments team (and the Interim Head of DC investments) on assigned projects, e.g. marketing collateral reviews and market intelligence gathering and overviews.
- Working with investment, client acquisition and marketing teams to support DC Investments and wider DC Distribution to provide investment and ESG-related materials for client updates and new business pitches
- Responding to general enquiries for information and data from internal and external clients, consultants and EBCs.
- Ensuring the principles of Treating Customers Fairly are central to all activities and that items prepared provide customers with clear and appropriate information.
- Continuously building on existing product knowledge and work with other areas of the business to improve written content and presentations

**What we're looking for **
- Good understanding of investments across different asset classes, ability to understand and present multi-asset solutions
- Excellent project management skills, identifying inefficiencies and suggesting and executing solutions to improve processes
- High level of resilience and ability to self-manage and work in a dynamic environment
- Self-starter with ability to prioritise workload, work under pressure and to meet deadlines
- Experience in asset management or wider financial services industry on the investment, client relationship or business management side, experience leading projects and proven deliverables
- Desirable: Experience with multi-asset solutions, good understanding of multiple asset classes, good understanding of Defined Contributions pensions

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