This role will support the Global Equity Portfolio Managers and act as a conduit between the investment team and sales/client group.
Key Responsibilities:
*Engage with existing and prospective clients and help ensure client deliverables are met
*Represent Portfolio Managers and respond to any technical questions from clients relating to investment processes, portfolio performance or market trends
*Produce investment literature for marketing materials and market commentaries for existing and prospective clients
*Conduct market research to keep abreast of market trends and ensure competitive positioning and pricing of products
*Collaborate with internal stakeholders building strong relationships with Portfolio Managers, Sales and Marketing team
Candidate Requirements:
*5- 7 years of relevant work experience in an investment/product specialist, manager research or similar role
*Strong interest in equity investing
*Knowledge of global equity securities/portfolios
*Excellent academic credentials
*Completed or working towards CFA qualification
*Ability to present and communicate with key stakeholders within the business
*Self-starter with an ability to adapt to get things done
*Excellent interpersonal skills with a high level of self-awareness
*Hard-working and energetic individual
*Team player
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.