Leading-edge consultancy is seeking a talented investment specialist to help shape how the firm manages its investment client relationships.
In this unique opportunity, you will help to outline model portfolio composition, discussing recent market events and describing portfolio performance.
You will also assist with prospecting and sales efforts, involving aspects such as understanding clients’ requirements, contributing to investment sales workshops and putting forward proposed portfolio solutions.
Liaising with the portfolio managers on an ongoing basis, you will develop the knowledge required for effective communication of investment matters, to prospective and current clients.
Experience of liaising with professional clients, in relation to communicating investment related propositions, is essential.
Retail (i.e. UK advised sector) experience is preferred, although not essential – candidates from an institutional background will be considered.
In addition, some knowledge of investment asset classes (ranging from equities, government bonds, investment grade credit, property, high yield bonds, emerging market debt, infrastructure and so on) and fund implementation is desirable, as well as a basic understanding of quantitative investment modelling.
Please contact us to discuss this vacancy or for an informal discussion regarding your career goals. We are very happy to perform bespoke research on your behalf.
Sandra Lehane-Kelly | Associate Director
M: +44 (0)7510 385603