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Portfolio Specialist

1 month ago

London Area, United Kingdom Leverton Search Full time

Portfolio Specialist - A Key Role in Investment Management

Leverton Search is seeking a highly skilled Portfolio Specialist to join our client, a leading Investment House in London. As a key member of the 4Factor team, you will be responsible for communicating the investment process, philosophy, and portfolio updates to clients and prospects.

Key Responsibilities:

  • Develop and maintain strong relationships with clients and prospects through effective communication and relationship-building skills.
  • Identify client needs and provide solutions to help convert opportunities into new business.
  • Participate in meetings with clients and prospects, preparing relevant materials to support discussions.
  • Collaborate with the investment team, Client Groups, and clients to foster collaboration and success.
  • Assist with broader commercial efforts, including strategic planning and supporting client onboarding processes.

Requirements:

  • 5+ years of experience in investment management, consulting, or wealth management.
  • Exceptional communication skills, both written and verbal.
  • Strong interest and expertise in equities and emerging markets.
  • Proven ability to juggle multiple projects and manage workloads efficiently.
  • Holds a professional qualification (CFA, FIA, or equivalent).
  • Degree educated or equivalent.

We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.