Investment Specialist - London, United Kingdom - eFinancialCareers

eFinancialCareers

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

What we're looking for

Supporting DC investment team with improving processes, suggesting and implementing more scalable solutions how the team support/interacts with other teams, including Client Directors, Business Development Directors and New Business team.
Actively contributing to existing processes, by reviewing and recommending developments that improve quality and efficiency including production of new materials to address gaps in the investment collateral, client and consultant update materials.
Supporting DC investments team (and the Interim Head of DC investments) on assigned projects, e.g. marketing collateral reviews and market intelligence gathering and overviews.
Working with investment, client acquisition and marketing teams to support DC Investments and wider DC Distribution to provide investment and ESGrelated materials for client updates and new business pitches
Responding to general enquiries for information and data from internal and external clients, consultants and EBCs.
Ensuring the principles of Treating Customers Fairly are central to all activities and that items prepared provide customers with clear and appropriate information.
Continuously building on existing product knowledge and work with other areas of the business to improve written content and presentations

What we're looking for

Good understanding of investments across different asset classes, ability to understand and present multiasset solutions
Excellent project management skills, identifying inefficiencies and suggesting and executing solutions to improve processes
High level of resilience and ability to selfmanage and work in a dynamic environment
Selfstarter with ability to prioritise workload, work under pressure and to meet deadlines
Experience in asset management or wider financial services industry on the investment, client relationship or business management side, experience leading projects and proven deliverables
Desirable: Experience with multiasset solutions, good understanding of multiple asset classes, good understanding of Defined Contributions pensions