Investment Specialist

16 hours ago


London, Greater London, United Kingdom Mason Blake Full time
Mason Blake Investment Specialist - Portfolio Management

A leading global asset manager is looking to hire an Investment Specialist to act as a key liaison between Mason Blake clients and internal stakeholders. This role is an excellent opportunity for a candidate with a background in Passive/Index funds to develop specialist knowledge and internal stakeholder management expertise.

Key Responsibilities:
  • Support Investment & Product teams in articulating investment propositions for fund ranges, ensuring alignment with client needs and market trends.
  • Utilize market terminals and index vendor databases to manage data analytics, providing actionable insights for informed investment decisions.
  • Build strong working relationships with internal stakeholders such as investment, sales, and marketing teams, fostering effective communication and collaboration.
  • Demonstrate expertise in financial tools such as Bloomberg and FactSet, Morningstar/Sustainalytics, to drive data-driven decision making.
  • Possess an excellent academic record / CFA, showcasing a high level of professional competence and commitment to ongoing learning.
Salary and Benefits:

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience and qualifications. In addition to a competitive salary, Mason Blake offers a range of benefits, including health insurance, retirement savings plan, and paid time off.



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