Strategic Investment Portfolio Director

3 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

Company Overview

Mason Blake is a leading global asset management house dedicated to delivering exceptional investment solutions.

About the Role

We are seeking an experienced Client Portfolio Manager to join our Developed Equity group. This exciting opportunity will see you play a key role in interacting closely with the investment and distribution functions, providing expert investment advice and serving as a primary investment contact for clients.

Key Responsibilities

  • Support sales teams in client and prospect meetings, offering technical expertise and a high level of investment knowledge as an internal and external product champion.
  • Develop and communicate the investment message across various investment strategies.
  • Participate in new business efforts, including pitches and responding to ad hoc queries and client requests.
  • Play a key role in investment strategy meetings with Fund Managers.
  • Contribute to the development of any investment strategies and fund launches.

Candidate Requirements

  • 3-5 years' experience working alongside Fund Managers as a Product Specialist.
  • Strong knowledge of developed equity markets.
  • Working towards obtaining CFA certification.
  • Excellent academic qualifications, educated to degree level at a leading University, with a minimum of a 2:1 classification.

Compensation

The estimated salary for this role is £60,000 - £80,000 per annum, commensurate with experience.



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