Investment Specialist
1 month ago
Responsibilities:
- Creation of a diverse portfolio of materials to support client engagement: pitch books, presentations, reporting, marketing collateral, editorial and thought leadership, RFPs
- Work with investment directors to curate content to represent the product capabilities
- Using these materials to support colleagues on pitches and the onboarding of new clients
- Frequent reporting, analysing performance, and using data to articulate messaging
- Providing high-level client service to drive new business
- Resolution of client queries via the sales / client team
- Work closely with investment analysts for fund reporting
**Requirements**:
- Strong experience in multi-asset asset management
- Investment writing or content production experience
- Good knowledge of institutional and wholesale audiences
- High capability with Microsoft Office Suite
- Good exposure to third party financial data systems
- Attention to detail, analytical skills, collaborative, good engagement with stakeholders
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