Portfolio Specialist

4 months ago


London, UK, United Kingdom Leverton Search Full time

Responsibilities include:

  • Portfolio development and marketing. Contributing to the growth of Fixed Income capabilities by engaging with clients, prospects, and consultants
  • Be the mouthpiece for portfolio managers, communicating investment strategies and portfolios to a range of internal and external audiences
  • Evaluate new business opportunities and assist with the development of new products, identifying areas of high potential and growth
  • Create and implement marketing strategy, marketing materials and other collateral, RFP’s, DDQ’s and additional investment guidelines
  • Commercially differentiate and position strategies relative to those of competitors, proactively producing and/or contributing to original thought piece and white papers to support the commercialisation effort
  • Develop strong working relationships with Portfolio Managers, Sales & Relationship Management colleagues.

Requirements:

  • A strong academic background with strong academic credentials
  • 5 -7 years of related professional experience, ideally within the Asset Management industry, or institutional investment consulting
  • Strong technical skills and mastery of MS Excel, excellent written, oral and interpersonal communication skills
  • A Fixed income background: portfolio management and/or product specialism/ development experience strongly preferred
  • Strong attention to detail, combined with a solutions-oriented mindset and the ability to work independently and in a team environment, and to manage multiple priorities
  • The willingness to develop knowledge of non-traditional instruments and complex investment strategies


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