Investment Portfolio Specialist
1 month ago
Investment Portfolio Specialist
Mason Blake is seeking an experienced Investment Portfolio Specialist to join their leading investment team. The successful candidate will be responsible for developing content to highlight portfolio positioning, market trends, and optimizing competitive positioning.
Key Responsibilities:
- Develop content to highlight portfolio positioning, market trends, and optimize competitive positioning
- Engage with clients and participate in meetings to communicate investment philosophy, strategy, and performance
- Work closely with marketing and client teams to oversee effective messaging of strategies and sign off collateral
- Conduct performance attribution and risk analysis
- Assist with product strategy/development and management for the team's strategies
Requirements:
- 6+ years' experience in the investment management industry
- Experience working with fixed income strategies
- CFA qualified (or currently studying towards)
- The ability to build strong relationships both internally and externally is essential
- A demonstrated interest in fixed income investing and passion for learning
- Strong analytical skills and logical thinker
Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age.
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