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Form of work
SalaryThis role will support the Portfolio Managers and act as a conduit between the investment team and sales/client group.
Key Responsibilities:
- Develop a comprehensive understanding of global equity strategies and articulate the investment process, portfolio performance and market trends to clients and prospects
- Portfolio analysis relating to portfolio positioning, interpreting performance and attribution data
- Direct client interaction and act as a primary contact for clients on investment related queries thus needing in depth knowledge of financial markets
- Involved in the production of detailed investment related marketing materials
- Collaborate with internal stakeholders building strong relationships with Portfolio Managers, Sales and Marketing team
- Developing and promoting strategies both internally and externally
Candidate Requirements:
- 3-5 years of relevant work experience in an investment/product specialist, investment analyst or similar role
- Strong interest in equity investing and macroeconomics
- 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
- Strong 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.
