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Investment Specialist / Product Specialist, Multi Asset, Asset Management

Logan Sinclair
Londres, Royaume-Uni
Mise en ligne il y a 1 jour CDI Competitive
Our client, a global and reputable asset manager, is looking for an Investment Specialist for the multi-asset asset class to join their team in London. Working with the wider client group to support development and enrichment of the client experience, the role will work closely with investment directors, portfolio managers, and the sales team to achieve their client-related objectives.

Responsibilities: 

  • Creation of a diverse portfolio of materials to support client engagement: pitch books, presentations, reporting, marketing collateral, editorial and thought leadership, RFPs
  • Work with investment directors to curate content to represent the product capabilities
  • Using these materials to support colleagues on pitches and the onboarding of new clients 
  • Frequent reporting, analysing performance, and using data to articulate messaging  
  • Providing high-level client service to drive new business 
  • Resolution of client queries via the sales / client team 
  • Work closely with investment analysts for fund reporting 
  • Act as a subject matter expert internally to share information 

Requirements: 

  • Strong experience in multi-asset asset management 
  • Investment writing or content production experience 
  • Good knowledge of institutional and wholesale audiences
  • High capability with Microsoft Office Suite
  • Good exposure to third party financial data systems
  • Attention to detail, analytical skills, collaborative, good engagement with stakeholders
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