Portfolio Specialist

4 weeks ago


London, UK, United Kingdom Leverton Search Full time

Our client is a global investment manager with an impressive international reach and a distinguished product range. With values entrenched in quality, entrepreneurialism and collaboration, an exciting opportunity has arisen in their investment specialist team. The team focuses on Fixed Income products and is an opportunity to be part of a supportive, high-performing team with strong career progression and vast exposure to different areas of the business.


Responsibilities

  • Portfolio development and marketing. Contribute 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.
  • 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 and Relationship Management colleagues.


Requirements

  • Strong academic background and 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, verbal 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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