Wholesale Investment Technical Analyst
Role Context
You will work within the Investment Technical Team to provide a central point of expertise on all aspects of the investment market place.
Funds, Markets and relevant products will be assigned to each member of the team and they will be responsible for all aspects of the relevant area. For example, the person assigned the UK Equity High Income Fund will be expected to:
Have full knowledge of the managers dealings / strategy / performance of the Fund
- Be responsible for the appropriate communication of this information to the various distribution channels.
- Provide support on the fund to the Investment Sales Team.
- Analyse the key competitors to the fund providing full research on the strengths and hopefully weaknesses of the competition (and our fund)
- Actively produce sales ideas for our fund
- Provide input to all material produced to support the fund
In addition to the above, you will utilise the knowledge gained and the database maintained by the team to ensure you are aware of all SLI funds and market positions. This is required as you will have regular contact with external customers, providing customers with expert investment information, whilst presenting a positive image of the company at all times. You must also build and maintain relationships with Asset Class Managers/Investment Specialists, the Investment Sales teams and Standard Life’s Sales Consultants internally, and IFAs and policyholders externally.
Role Purpose
To provide a comprehensive centre of expertise on the broad investment market. This would involve knowledge of key investment markets, investment products and funds.
Core Outcomes
- To keep up to date with market/fund developments, internally or externally, which could impact our Funds, and share with the Sales team as appropriate
- To deliver investment marketing’s ‘public face’ (Standard Life Investments – as a premiere investment house)
- Provide customers (IFAs, Policy Holders, Sales Force) with expert Investment information
- Give presentations to the sales force to highlight the role of the Area
- Conduct full analysis of the background to various investment based funds / products and produce an in-depth report
- Anticipate, analyse and provide solutions to Investment Sales opportunities/concerns
- To liaise with key contacts, externally and internally to ensure all information presented is reliable and accurate
- To proactively build and develop productive working relationships with all customers
- To plan and organise work to ensure all customers are kept informed and receive timely information
- To keep abreast of best practice in the industry and investigate sources of ‘new’ information which will add value to the business.
- To build and support communication channels between the business and the UK Retail Sales team.
Core Knowledge
- Financial services industry knowledge e.g. Investment market and product knowledge
- Compliance rules and regulations
- Knowledge of the range of distribution channels including specialist, IFA and Direct sales and key contacts internally
- Importance of the accuracy and timeliness of information which supports the sales process
Core Skills
- Methods of organising, interpreting and presenting information including reports and presentations
- Research and investigation skills
- PC skills – Excel/Powerpoint, Micropal Charts/Workstation/TAP, Datastream – Please note that experience of Excel would be an advantage. Training will be provided on the other packages.
- Problem Solving – spots trends in data and can interpret statistics
- Strong numerical skills
- Well-developed written communication skills – specifically accurate spelling and grammar.
- Phone Skills
Typical Qualifications / Experience
- Financial services experience essential
- Should either hold or be prepared to study towards the IMC
Talents
- Customer Driven – works hard to get to know customer requirements and takes time to ensure customer receives added value service
- Communicating Influencing – is confident and articulate and can present ideas clearly – verbally or in report format.
- Information Gathering – is tenacious to seek out appropriate levels of information and goes beyond the obvious sources.
- Attention to Detail – checks information to ensure there are no errors.
- Analytical Thinking – spots trends and anomalies in data and checks to ensure data makes sense
- Planning Organising – schedules time effectively to ensure deadlines are met and information is communicated on a timely basis
- Relationship Building – confidence and motivation to be proactive in building network of contacts across specialist sales and mutual funds team.
This is not an FSA regulated role
Leave a Reply
You must be logged in to post a comment.