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Senior Investment Specialist/Client Portfolio Manager - Global Equities

Job LocationLondon
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

About You:

  • Proven experience in a similar Investment Specialist role. Candidates with a sales background looking to move to a more technical role will also be considered.
  • Strong understanding of equity markets and investment principles
  • Familiarity with Institutional and Wholesale channels
  • CFA Charterholder or equivalent
  • Excellent communication and presentation skills, with the ability to tailor content for diverse audiences
  • Collaborative and team-oriented approach
What Youll Do:
  • Be the primary point of contact for a variety of clients and consultants, effectively managing relationships and addressing technical queries
  • Collaborate with Distribution teams to prepare and present investment materials for client meetings, pitches and roadshows
  • Develop a deep understanding of the firms investment philosophy, process, and portfolio holdings.
  • Support new business initiatives and client retention efforts
  • Collaborate with the Investment team to ensure clear and consistent communication of strategies to stakeholders
  • Contribute to market research and competitor analysis, enhancing the teams competitive edge
Benefits:
  • Competitive salary, bonus and benefits package
  • Opportunity to work with a well-respected global leader in investment management
  • Dynamic and fast-paced work environment

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