Global Equities Investment Professional

2 days ago

London, Greater London, United Kingdom Mason Blake Full time

This role provides essential support to the Global Equity Portfolio Managers, acting as a key point of contact between the investment team and sales/client group.

Key Responsibilities:

  • Engage with existing and prospective clients to ensure client deliverables are met, and provide timely support to address their queries and concerns.
  • Represent the Portfolio Managers and respond to technical questions from clients regarding investment processes, portfolio performance, and market trends.
  • Develop and produce high-quality investment literature for marketing materials and market commentaries to effectively communicate with existing and prospective clients.
  • Conduct thorough market research to stay up-to-date on market trends and ensure competitive positioning and pricing of products.
  • Collaborate with internal stakeholders, building strong relationships with Portfolio Managers, Sales, and Marketing teams to achieve shared goals.

Candidate Requirements:

  • 5-7 years of relevant work experience in an investment/product specialist, manager research, or similar role.
  • A strong interest in equity investing and a solid understanding of global equity securities/portfolios.
  • Excellent academic credentials, including a completed or working towards CFA qualification.
  • Excellent communication and interpersonal skills, with a high level of self-awareness and the ability to present and communicate effectively with key stakeholders.
  • A self-starter with the ability to adapt and get things done, with a hard-working and energetic approach.
  • A team player with excellent interpersonal skills.

Mason Blake is an equal opportunities employer and welcomes applications from diverse candidates. As an employment agency, Mason Blake provides permanent recruitment and employment services for temporary workers.

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