Investment Portfolio Specialist
1 day ago
A highly skilled Investment Portfolio Specialist is required to join the Developed Equity group of a leading global asset management house.
Job DescriptionThis 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.
- Supporting sales teams in client and prospect meetings by offering technical expertise and high-level investment knowledge
- Communicating the investment message across various investment strategies
- Playing a key role in new business efforts, including active involvement in pitches and responding to ad-hoc queries and client requests
- Participating in investment strategy meetings with Fund Managers
- 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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