Investment Product Specialist
1 week ago
Job Summary
Leverton Search is seeking a highly skilled and experienced Junior Product Development Specialist to join our team. As a key member of our investment specialist team, you will be responsible for contributing to the growth of our Fixed Income capabilities by engaging with clients, prospects, and consultants.
Key Responsibilities
- Portfolio Development and Marketing: Develop and implement marketing strategies to promote our Fixed Income products and services.
- Investment Strategy Communication: Communicate investment strategies and portfolios to internal and external stakeholders, including clients, prospects, and consultants.
- New Business Opportunities: Evaluate new business opportunities and assist in the development of new products, identifying areas of high potential.
- Marketing Materials and Collateral: Create and implement marketing materials, including RFPs, DDQs, and investment guidelines.
- Commercial Differentiation: Develop and implement strategies to commercially differentiate our investment products and services from those of competitors.
- Relationship Building: Develop strong working relationships with portfolio managers, sales, and relationship management colleagues.
Requirements
- Academic Background: Strong academic background and credentials.
- Professional Experience: 2-5 years of related professional experience, ideally within the asset management industry or institutional investment consulting.
- Technical Skills: Strong technical skills, including mastery of MS Excel, and excellent written, verbal, and interpersonal communication skills.
- Fixed Income Background: A Fixed Income background, including portfolio management and/or product specialism/development experience, is strongly preferred.
- Attention to Detail: Strong attention to detail, combined with a solutions-oriented mindset and the ability to work independently and in a team environment, and to manage multiple priorities.
- Knowledge Development: The willingness to develop knowledge of non-traditional instruments and complex investment strategies.
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