Senior Portfolio Strategist

2 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

Senior Portfolio Strategist

We are seeking an experienced Senior Portfolio Strategist to join our Developed Equity team. As a key member of the investment team, you will provide expert investment advice and serve as a primary investment contact for clients.

You will work closely with the investment and distribution functions to develop and communicate the investment message across various investment strategies. Your key responsibilities will include:

  • Internal and external product champion, supporting sales teams in client and prospect meetings
  • Developing and communicating the investment message across various investment strategies
  • Participating in investment strategy meetings with Fund Managers
  • Participating in the development of any investment strategies and fund launches

Candidate Requirements:

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

Mason Blake is an equal opportunities employer and welcomes applications from experienced professionals.



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