Product specialist Equity/Fixed Income
Leading alternative investment management business is looking to recruit a product specialist in to their growing team.
Job Description:
- Review client portfolios to assure that they are in line with current strategy and other portfolios with similar benchmarks.
- Reporting: Coordinate and improve both client reports and the firm's client reporting systems. Work with all the parts of the firm to assure that client reports are delivered in a timely fashion and communicated to the relevant parts of the firm to improve the quality of client reporting.
- Monitor and articulate portfolio holdings as well as portfolio strategy and performance
- Work on client projects with regards to their portfolios, asset allocations and markets.
- Possess a high proficiency in portfolio construction and portfolio management techniques for fixed income.
- Experience of managing money or an investment consultant / manager research background is beneficial.
- Have proven institutional client facing experience.
- Work on client projects with regards to their portfolios, asset allocations and markets.
- Be capable of attaining client trust and satisfaction with quality of service and performance-related issues.
- Ideally CFA (or equivalent) but not essential
- Must be Fluent German.
- Develop new products via reverse enquiry from clients. Suggest client needs to Portfolio Management team and Marketing.
Requirements
- Extensive financial industry experience with an understanding of the alternative investment landscape
- CFA/CAIA
- Strong understanding of complex investment products and structures
- Strong understanding of Institutional client's requirement
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