Equity and Fixed Income Asset Specialist

7 days ago


London, Greater London, United Kingdom Mason Blake Full time

Mason Blake seeks an accomplished Investment Manager to spearhead our charity and non-profit division. In this pivotal role, you will shape investment strategies, collaborate with Portfolio Managers and Analysts, and drive informed decision-making.

  • Design and implement bespoke investment plans that cater to clients' needs, emphasizing strategic themes and portfolio activity.
  • Establish and maintain robust relationships with clients, offering expert counsel and support throughout the investment lifecycle.
  • Presentation and communication skills are crucial, as you will engage with prospective clients and consultants, highlighting the value proposition of our services.
  • Act as the primary point of contact for client inquiries, providing timely and responsive support.
  • Participate in the creation of high-quality pitch documents, RFPs, and meeting materials, contributing to the growth and success of our organization.

We require an experienced professional with 3-5 years of asset management expertise, ideally in an investment or technical client-facing role. A profound understanding of equity and fixed income assets, combined with a degree education and professional qualifications, is vital. Strong interpersonal skills and a commitment to diversity and inclusion are also essential.

Salary: Estimated £70,000 - £90,000 per annum, dependent on experience.



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