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    Senior Investment Specialist/Client Portfolio Manager - London, United Kingdom - eFinancialCareers

    eFinancialCareers
    eFinancialCareers London, United Kingdom

    1 month ago

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    Full time
    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 You'll 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 firm's 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 team's 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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