Investment Portfolio Specialist
4 days ago
A leading global asset management firm, Mason Blake, is seeking a highly skilled Investment Portfolio Specialist to join its Global Equities investment team. This dynamic role will provide support to the experienced Portfolio Managers and serve as a liaison between the investment team and sales/client group.
Key responsibilities of this position include:
- Engaging with existing and prospective clients to ensure client deliverables are met
- Representing Portfolio Managers and responding to technical questions from clients on investment processes, portfolio performance, or market trends
- Creating high-quality investment literature for marketing materials and market commentaries for existing and prospective clients
- Conducting thorough market research to stay up-to-date on market trends and ensure competitive positioning and pricing of products
- Collaborating with internal stakeholders to build strong relationships with Portfolio Managers, Sales, and Marketing teams
In order to be successful in this role, candidates should possess:
- 5-7 years of relevant work experience in an investment/product specialist, manager research, or similar role
- A strong interest in equity investing
- Knowledge of global equity securities/portfolios
- Excellent academic credentials
- Completed or working towards CFA qualification
- The ability to present and communicate effectively with key stakeholders within the business
- A self-starter with adaptability and a willingness to get things done
- Excellent interpersonal skills with high self-awareness
- A hard-working and energetic individual with a team player mindset
We estimate the salary for this position to be around $80,000 - $110,000 per year, depending on experience. At Mason Blake, we offer a comprehensive benefits package that includes medical, dental, and vision coverage, 401(k) matching, and generous paid time off.
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