Investment Specialist
12 Aug 2023
About the job
An exciting opportunity to join a leading global asset management firm. This role will interact closely with the investment and distribution functions providing expert investment advice to investors.
Key responsibilities:
Engage with clients on the product range, investment outlook and provide technical information on the investment process and proposition
Work closely with the sales team and support on converting new prospects into clients
Attend client meetings independently or alongside Portfolio Managers to promote the product range
Provide investors with regular key updates on performance, portfolio changes and market outlook
Respond to client queries that require technical investment response
Liaise with marketing team to maintain high quality marketing material and research including introductory pitches, quarterly update presentations and ad-hoc client materials
Candidate Profile:
2-4 years’ relevant experience at an asset manager
High level of investment knowledge with a good understanding of fixed income and alternative asset classes
Demonstrated ability to build trust and confidence in managing client relationships
Strong communication and presentation skills
Proactive and ‘can-do’ attitude to work
Working towards CFA qualification preferred
Strong academic profile
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
