- London, England, United Kingdom
- On-site
- Full-time · Mid
An investment professional to join the Investment Office as an Equity Product Specialist, partnering with Portfolio Managers and Fund Selectors to support the Equity proposition through clear, insightful communications.
Responsibilities
- Developing a deep understanding of equity portfolios, investment strategies, underlying managers and portfolio positioning.
- Partnering with Portfolio Managers and Fund Selectors to understand and communicate investment decisions, market views and performance drivers.
- Monitoring market developments and helping communicate their impact on portfolios and investment strategies.
- Building and maintaining strong relationships with underlying managers across both boutique and institutional asset management firms.
- Producing high-quality investment content, including market commentaries, fund updates, portfolio insights, governance papers, presentations and adviser communications.
Requirements
- CFA qualification or progress towards CFA accreditation
- Nice to have: Equity portfolios experience
- Nice to have: Equity strategies experience
- Nice to have: Equity fund propositions experience
- Nice to have: Active investment approaches knowledge