Portfolio Growth Strategist

3 days ago


London, Greater London, United Kingdom Mason Blake Full time

A career-defining opportunity exists at Mason Blake to take on the role of Portfolio Growth Strategist.

As an integral member of the Investment team, you will be responsible for developing and executing strategies to drive portfolio growth.

The primary function of this role is to lead investment initiatives and work closely with the Client Groups globally to implement successful strategies.

Key Responsibilities:

  1. Leverage your expertise in global equity investing to develop thought-provoking pitches to new clients
  2. Communicate investment philosophy, strategy, and performance to clients through engaging presentations and reports
  3. Collaborate with key strategic partners to advance business objectives
  4. Present internally and at industry conferences to showcase Mason Blake's expertise
  5. Develop compelling content to highlight portfolio positioning and market trends
  6. Work closely with marketing and client teams to craft effective messaging and approve collateral materials
  7. Contribute to product strategy development and management for the team's equity strategies

Requirements:

  1. 8+ years of experience in the investment management industry
  2. Proven track record in an equity product specialist or equity investment position
  3. Demonstrated ability to build strong relationships within and outside the organization
  4. In-depth knowledge of global equity investing
  5. Strong analytical skills and logical thinking
  6. CFA qualification (or currently studying)

Estimated Salary: $120,000 - $180,000 per annum



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