Client Portfolio Specialist recruitment
Responsibilities:
• Develop and drive business opportunities together with Portfolio Management and Distribution.
• Identify the marketing identity of and articulate the message around product and service characteristics, investment process and capabilities under coverage.
• Represent the investment team at marketing events, client meetings, road shows and conduct performance reviews with clients.
• Drive client pitch - including the analysis of client requirements, guide strategy choice, guide and where necessary provide RFP content and deliver pitch presentation.
• Raise competitive issues on Investment Strategies under coverage, in conjunction with Product Research Development.
• Drive product development in conjunction with Product Research Development.
Skills Experience:
- Fluent English (additional language a distinct advantage)
- Broad economic and financial experience
- Excellent writing and presentation skills
- Ability to work as part of a team
- Good working knowledge of Excel and Power Point essential. Knowledge of Factset, Datastream, Bloomberg highly relevant.
- Previous experience in a similar role or in portfolio management, financial journalism, investment product management and research or as an economist.