Senior Product Specialist

4 days ago


London, Greater London, United Kingdom JJ SEARCH LIMITED Full time
About the Role

We are seeking a highly skilled Senior Product Specialist to join our Investment Management team at JJ SEARCH LIMITED.

Key Responsibilities:

  • Work closely with the Portfolio Management team to approve investment strategy and support the promotion of that strategy across Multi Asset portfolios & Direct Equities.
  • Play a leadership role in the Investment Management Team, working with Portfolio Managers to ensure strong communication and customer awareness of Investment product offerings.
  • Ensure that the investment portfolios optimise returns within agreed risk profiles and in line with investment strategy.
  • Promote Investment Strategy through presentations with internal and external stakeholders as well as Press when required.
  • Optimise the performance of the investment portfolio and set the investment approach and strategy to ensure great customer outcomes to promote revenue, profitability and sustainable growth within the Investment Management business.
  • Liaise with or report to the Investment Board with regards to Investment performance.
  • Deliver a strong investment proposition and growth plans for customer value and profitable growth for shareholders.
  • Maintain strong market awareness, assessing investment opportunities and strategies to maximise customer value within agreed risk profiles.

Requirements:

  • CFA qualified - essential
  • 10 Years + Prior experience in a Senior Product Specialist role OR leading or deputising in Investment Management / Portfolio Management teams.
  • Experience in Asset Allocation and delivering Investment Performance.
  • Strong ability to present to clients and senior business stakeholders.
  • A track record of implementing investment strategies with good customer outcomes.


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