Investment Portfolio Specialist

1 day ago


London, Greater London, United Kingdom Mason Blake Full time

A highly skilled Investment Portfolio Specialist is required to join the Developed Equity group of a leading global asset management house.

Job Description

This role will involve close interaction with the investment and distribution functions to provide expert investment advice and serve as a primary investment contact for clients.

  1. Supporting sales teams in client and prospect meetings by offering technical expertise and high-level investment knowledge
  2. Communicating the investment message across various investment strategies
  3. Playing a key role in new business efforts, including active involvement in pitches and responding to ad-hoc queries and client requests
  4. Participating in investment strategy meetings with Fund Managers
  5. Contribute to the development of any investment strategies and fund launches

To be successful in this role, candidates should have:

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

The estimated annual salary for this position is £65,000 - £90,000, based on experience.



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