- Henley-on-Thames, Oxfordshire, United Kingdom
- Hybrid
- Full-time · Senior
Support the team’s Client Portfolio Managers in representing its investment strategies to clients, prospects and internal partners, turning market developments, portfolio positioning, performance attribution and investment research into clear, accurate and engaging client communications.
Responsibilities
- Build a strong understanding of the team’s investment approach, portfolios, positioning, risks, performance drivers and outlook, using portfolio and market analysis to identify clear client insights
- Prepare tailored presentations, briefing materials and follow-up content for client and prospect meetings, consultant reviews, roadshows and conferences
- Partner with Client Portfolio Managers and the investment team to produce clear, consistent investment messaging, commentary and thought leadership
- Support Distribution and coordinate with Product, Marketing, Legal and Compliance on client opportunities, timely approvals and content or process-improvement projects
Requirements
- Undergraduate degree, preferably in finance, economics, business or a related discipline
- Nice to have: Exposure to Asia or emerging markets