Junior Investment Specialist – US Equities recruitment
Business Unit Overview:
Investment specialists are a critical component of our firm’s investment success. They are seasoned investment professionals who partner with an investment team to communicate to both internal and external clients the team’s philosophy, strategy and decisions. Investment specialists therefore act as a source of both market and product knowledge to a broad range of clients.
The Investment Specialist Team adds value to their respective business unit most effectively by:
Minimising the amount of time that portfolio managers spend away on non-investment tasks;
Acting internally and externally as a proxy for the investment team they represent on technical, investment-related matters such as investment philosophy, process, decisions as well as performance;
Servicing existing clients to the highest standards,
Monetising performance by capturing investment flows;
Educating internal and external clients.
Each investment specialist has direct, primary experience of our firm’s investment process. Each is embedded within an investment team and possesses up-to-date knowledge on portfolios and strategy.
Key Tasks:
Primary responsibilities will include assisting Senior Investment Specialists and Portfolio Managers with:
Preparing for their sales marketing activities, including updating/drafting presentations and other marketing materials or account reviews;
Reporting obligations, including writing performance reviews, strategy commentaries and outlook;
Preparing for client meetings;
Solving client’s issues which arise in the course of a business relationship by liaising with the relevant departments (client service; legal; operations; compliance; marketing; performance, etc..
Supervising the timely editing and finalising of answers to requests for proposal/information;
Maintaining a desk MIS;
The successful candidate will also be expected to develop over time a thorough understanding of the firm’s US equities team strategies, process and of individual portfolio decisions.
Working Relationships:
Other investment specialists
US portfolio managers
Client Services and Marketing teams
Institutional and Retail Sales team
Performance and risk teams
Other investment staff
Over time, the successful candidate will be expected to interact with the firm’s clients, prospects and their intermediaries
Key Capabilities:
Excellent communication (both oral and written) skills
Good attention to detail
Analytical skills
Organisational skills
Interpersonal skills
Client relationship management skills,
Passion for and understanding of investing
Experience:
Ideally, the candidate will have a minimum of 2-3 years experience in a similar role. Candidates with relevant experience in client servicing / business development within the asset management industry or with experience in investment management (investment assistant; etc..) are also invited to apply.
A good understanding of the ‘buy-side’ financial services industry is preferable
Qualifications:
Advanced university degree
CFA designation preferred or, at least, evidence of progress toward it