Senior Portfolio Strategist

3 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

Mason Blake is a leading global asset management house seeking an experienced Senior Portfolio Strategist to join its Developed Equity group.

This role involves close collaboration with the investment and distribution functions to provide expert investment advice and serve as a primary investment contact for clients.

Key Responsibilities:

  1. Internal and external product champion, supporting sales teams in client and prospect meetings by offering technical expertise and high-level investment knowledge
  2. Develop and communicate the investment message across various investment strategies
  3. Play a key role in new business efforts, actively participating in pitches and responding to ad-hoc queries and client requests
  4. Participate in investment strategy meetings with Fund Managers
  5. Contribute to the development of any investment strategies and fund launches

Candidate Requirements:

  1. 3-5 years' experience as a Product Specialist working alongside Fund Managers
  2. Strong knowledge of developed equity markets
  3. Working towards CFA certification
  4. Excellent academic qualifications, educated to degree level at a reputable University, with a minimum of a 2:1 classification

We offer a highly competitive salary package for this role, estimated to be around $120,000 per annum, commensurate with industry standards and candidate experience. Benefits include a comprehensive healthcare plan, retirement savings program, and opportunities for professional growth and development.

If you're a motivated and results-driven individual looking to advance your career in investment management, please consider applying for this exciting opportunity.



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