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Investment Specialist / Product Specialist, Multi Asset, Asset Management

Logan Sinclair
London, United Kingdom
Closing date
Nov 15, 2022

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Creation of a diverse portfolio of materials to support client engagement: pitch books, presentations, reporting, marketing collateral, editorial and thought leadership, RFPs
  • Work with investment directors to curate content to represent the product capabilities
  • Using these materials to support colleagues on pitches and the onboarding of new clients
  • Frequent reporting, analysing performance, and using data to articulate messaging
  • Providing high-level client service to drive new business
  • Resolution of client queries via the sales / client team
  • Work closely with investment analysts for fund reporting
  • Act as a subject matter expert internally to share information

  • Strong experience in multi-asset asset management
  • Investment writing or content production experience
  • Good knowledge of institutional and wholesale audiences
  • High capability with Microsoft Office Suite
  • Good exposure to third party financial data systems
  • Attention to detail, analytical skills, collaborative, good engagement with stakeholders

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