Global Investment Liaison Specialist
4 days ago
This position provides a chance to make a meaningful contribution to our Global Equity Portfolio Managers' success. As a critical support member, you will serve as a liaison between the investment team and sales/client group, ensuring seamless delivery of client objectives.
Responsibilities:- Foster relationships with existing and prospective clients to drive business growth
- Act as a representative of Portfolio Managers and address technical questions from clients regarding investment processes, portfolio performance, and market trends
- Develop engaging investment literature for marketing materials and market commentaries for existing and prospective clients
- Stay informed about market trends through thorough research and maintain competitive positioning and pricing of products
- Work collaboratively with internal stakeholders to establish strong relationships with Portfolio Managers, Sales, and Marketing teams
- A minimum of 5-7 years of relevant work experience in an investment/product specialist, manager research, or similar role
- A strong passion for equity investing
- Detailed knowledge of global equity securities/portfolios
- Outstanding academic credentials
- Either completed or currently pursuing the CFA qualification
- Excellent communication and presentation skills
- A driven individual with the ability to adapt and achieve goals
- Strong interpersonal skills coupled with high self-awareness
- A motivated and energetic team player
We offer a competitive salary of $120,000 per annum, commensurate with experience. This role is ideal for individuals who value a dynamic work environment and opportunities for professional growth.
About Us:Mason Blake serves as an employment agency for permanent recruitment and employment business for the supply of temporary workers. We are committed to equality and welcome applications from diverse candidates.
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