Senior Multi Asset Investment Specialist
6 months ago
-Job description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be.
Global Asset Management, the investment management business of the HSBC Group, serves HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfils its purpose of connecting HSBC’s clients with investment opportunities around the world through an international network of offices in approximately 30 countries, delivering global capabilities with local market insight.
We are currently seeking an ambitious individual to join our team as Senior Multi Asset Investment Specialist, working together with colleagues to define, manage and achieve divisional business targets.
Role Purpose
- As Multi Asset is expanding its focus from internal to external clients, the key objectives of the role will be developing our external client’s AUM as a strategic driver for growth supporting our internal clients and primarily GPW, GPB and Insurance as a key part of AMG’s business strategy.
- AMG strategy with GPW is to focus on delivering Managed Solutions, thematic Multi Asset products and Asset Allocation servicing aligned with GPW’s client objectives and constraints.
- The Investment Specialist is an investment expert focus on supporting AMG’s range of Multi-Asset products and ensuring an effective link between portfolio management and distribution. He/she is able to explain the portfolio past performance and the current portfolio positioning. He/she understands our client needs and is anxious to retain our current investors and grow our investor base.
- An important part of the role is improving HSBC GAM’s positioning in the market via the local and global media. Working with AMG Communications teams, the incumbent will be expected to host media “round-tables’, write articles and appear regularly in local press (print, TV & radio) in addition to client/distributor events. The focus will be raising awareness of HSBC’s multi asset product range.
- The role is client-facing, focusing on supporting sales momentum and servicing our current investors most notably via client visits, client events, investment commentaries, media interactions, articles, white papers and clients’ briefings.
- The individual will position HSBC GAM Multi Asset as a leading capability by developing and delivering ‘client friendly’ presentations & written collaterals to a wide spectrum of customers.
- The individual will develop & build a business strategy to identify market opportunities to best position HSBC Multi Asset against competitors
- The individual is expected to contribute to a product strategy with the Global Business.
- The Investment Specialist will review the local product shelf and ensure that they meet the long term needs of our clients. He/she will make recommendations to enhance the product offering and potentially suggest products rationalization.
- The individual will work closely with all stakeholders and will help coordinate their activities, including the portfolio management teams, relationship and servicing teams.
- The role will require interaction with senior management and may include team management.
In this role, you will:
- Participate in the evolution of product capabilities (e.g. fund launches, re-organization), act as a key point person for fund launches and revamp.
- Maintain solid understanding of competitive positioning.
- Provide regular feedback on key competitors and market trends
- Keep track of regulatory changes which have impact on investment funds (including MPF and ORSO) and coordinate with relevant stakeholders for actions.
- Represent Investment Team to Internal and External Clients
- Expert on the funds’ investment process, views and positions
- Provide thought leadership in product space, to include written materials for external publication
- Deliver effective client communication to targeted client segments
- Understands how our process differs from key competitors
- Provide topical market and strategy updates to sales teams on a regular basis
- Provide timely comments on the fund’s performance and ensure pro-active communication is made in case of a “market event”
- Proactively communicate sales propositions and investment opportunities
- Provide regular written portfolio strategy commentary for use in client reports / fact sheets according to pre-agreed deadlines
- Update marketing materials and contribute to RFPs
- At the request of Client Directors to attend client meetings as well as and seminars/events
Major Challenges
- The UK is a key Multi-Asset investment platform and a key priority market for HSBC with significant demands for support and expectations for growth. As well as meeting client group expectations, the role requires flexibility to deal with
-
Risk Management Specialist
2 weeks ago
London, Greater London, United Kingdom McCabe & Barton Full timeJob SummaryWe are seeking an experienced Risk Management Specialist to join our team and support the development of our investment strategy. As a key member of the investment function, you will be responsible for managing risk and providing reporting for our multi-asset portfolio.About UsM McCabe & Barton is a leading provider of asset management services...
-
Senior Investment Reporting Specialist
4 weeks ago
London, Greater London, United Kingdom Jupiter Asset Mgmt Full timeSenior Investment Reporting SpecialistAt Jupiter Asset Mgmt, we are seeking a skilled Senior Investment Reporting Specialist to join our Performance Reporting Team.About the RoleThe successful candidate will play a vital role in producing performance reports, enhancing data quality, and analyzing existing processes to identify opportunities for...
-
Multi-Asset Investment Lead
2 weeks ago
London, Greater London, United Kingdom Ad Idem Consulting Full timeA career opportunity has arisen at Ad Idem Consulting for a skilled Senior Investment Strategist to drive our tactical asset allocation process forward. This role offers a unique chance to contribute to investment decision-making and manage complex asset allocation.Main responsibilities:Day-to-day management of the tactical asset allocation process.Analysis...
-
Multi-asset Investment Associate
6 months ago
London, United Kingdom Meredith Brown Associates Full time-Our client, an independent, London-based, Private Investment Office, is looking for a Multi-Asset Investment Associate to join the team on a permanent basis. They oversee approximately $1.5BN of capital for their clients, providing a mix of discretionary and advisory investment management services. Their philosophy is grounded in the multi-asset class...
-
Multi-Asset Investment Manager
2 weeks ago
London, Greater London, United Kingdom Mason Blake Full timeMason Blake seeks an accomplished Asset Portfolio Administrator to join their team in the multi-asset Investment Solutions business.About the RoleDetermine optimal investment strategies in collaboration with the trading team.Provide regular portfolio updates during investment meetings and contribute to service development.Candidates should possess CFA or...
-
Senior Real Assets Investment Specialist
2 weeks ago
London, Greater London, United Kingdom Phoenix Group Full timeOverviewThe Phoenix Group is a leading asset management company seeking a highly skilled Senior Real Assets Investment Specialist to join its Private Markets team.Salary and BenefitsWe offer a competitive salary of £65,000 - £105,000 per annum (dependent on experience) + bonus, private medical cover, 38 days annual leave, excellent pension scheme, life...
-
Senior Investment Solutions Specialist
2 weeks ago
London, Greater London, United Kingdom Legal & General Full timeWe are seeking a talented Senior Multi-Manager Solutions Specialist to join our Asset Management division. This role presents an exciting opportunity to work with clients to help them manage their private market assets, leveraging your expertise in research and analysis to drive informed investment decisions.As a Senior Multi-Manager Solutions Specialist,...
-
Senior Investment Guidelines Developer
4 weeks ago
London, Greater London, United Kingdom Insight Investment Full timeCompany OverviewInsight Investment is a leading global asset manager dedicated to crafting innovative investment solutions tailored to meet the evolving needs of our clients. With a strong focus on collaboration and expertise, we deliver exceptional investment performance while fostering growth in assets under management.Division Description:The Operations...
-
Senior Multi Asset Dealer
6 months ago
London, United Kingdom NatWest Full timeJoin us as a Senior Multi Asset Dealer - Providing specialist knowledge primarily within the Fund placement and execution function - We’ll look to you to provide a proactive and first class service to our clients and stakeholders - You’ll have the opportunity to further develop an extensive range of skills and expertise, while gaining valuable exposure...
-
Multi-asset Investment Assistant
6 months ago
London, United Kingdom Mason Blake Full timeA highly regarded asset manager is currently seeking a bright and enthusiastic individual to join their growing multi-asset investment business. - 1-2 years of work experience in the asset management industry - Strong analytical skills with an advanced level of Excel - High level of attention to detail and numerical accuracy - Interest in financial markets -...
-
Lead Portfolio Specialist
2 weeks ago
London, Greater London, United Kingdom Goldman Sachs Full timeWe're looking for an exceptional Lead Portfolio Specialist to join our team at Goldman Sachs. As a key member of our Multi-Asset Class Investing group, you'll be responsible for designing, constructing, and overseeing client portfolios across various asset classes. This role requires strong analytical skills, excellent communication abilities, and a deep...
-
(Senior) Investment Solutions Specialist
1 month ago
London, UK, United Kingdom Asian Infrastructure Investment Bank Full time(Senior) Investment Solutions Specialist - multi-sectors The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We...
-
(Senior) Investment Solutions Specialist
1 month ago
London, United Kingdom Asian Infrastructure Investment Bank Full time(Senior) Investment Solutions Specialist - multi-sectors The Asian Infrastructure Investment Bank (AIIB) is a multilateral development bank whose mission is Financing Infrastructure for Tomorrow in Asia and beyond-infrastructure with sustainability at its core. We began operations in Beijing in 2016 and have since grown to 110 approved members worldwide. We...
-
Multi-Asset Investment Professional
1 week ago
London, Greater London, United Kingdom Wellington Management Full timeAs a Multi-Asset Investment Professional at Wellington Management, you will play a critical role in helping us deliver high-quality research and investment solutions to our clients.With a strong focus on applied research, you will work closely with our Investment Strategy & Solutions Group to develop and execute research processes that drive positions in...
-
Senior Analyst
2 days ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for an Investment Analyst to join the Secured Finance team in London. This role will be focused on analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments. Modelling and evaluating investment opportunities in bespoke transactions across a diverse...
-
Senior Analyst
1 month ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for an Investment Analyst to join the Secured Finance team in London. This role will be focused on analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments. Modelling and evaluating investment opportunities in bespoke transactions across a diverse...
-
Senior Investment Fund Analyst
5 months ago
London, United Kingdom AXA Investment Managers Full timeSenior Investment Fund Analyst 22 Bishopsgate, London - Hybrid Permanent At AXA IM our purpose, to act for human progress by investing for what matters, is central to every action we take as a business. As a responsible asset manager, we actively invest for the long-term to help our clients, our people and the world to prosper. As a future Senior...
-
Investment Analyst
2 days ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for an Investment Analyst to join the Secured Finance team in London. This role will be focused on analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments. Role Responsibilities Modelling and evaluating investment opportunities in bespoke...
-
Investment Analyst
1 month ago
London, United Kingdom Insight Investment Full timeInsight Investment is looking for an Investment Analyst to join the Secured Finance team in London. This role will be focused on analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments. Role Responsibilities Modelling and evaluating investment opportunities in bespoke...
-
Investment Analyst
1 month ago
London, United Kingdom Insight Investment Full timeJob Description Insight Investment is looking for an Investment Analyst to join the Secured Finance team in London. This role will be focused on analysing and recommending structured finance investments across the capital structure from Investment Grade debt to Unrated instruments. Role Responsibilities Modelling and evaluating investment opportunities in...