Portfolio Specialist

Overview

We are now recruiting a Portfolio Specialist to join the team in London to support the growth of our global core equity range of strategies. In this role you will represent the core equity investment teams in driving new business and client retention. You will be responsible for content creation, data analysis and delivery, and be a key point of contact with our partner functions across the business. Reporting to the head of the team, you will primarily support our global ex US client base and international sales team, and your primary product focus will be to help drive the growth of our systematic equity platform.

In this role you will represent a broad range of quantitative investment strategies and also support our core fundamental offerings as required.

While focused on growing our business across the UK, Europe, Asia Pacific and the Middle East, you will be part of a global team gaining exposure to investment professionals and clients around the world.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week.

Location(s): London, UK

Responsibilities

• Work with the investment and sales teams to drive net new business in international markets focusing on clients in the UK, Europe, Middle East and Asia Pacific
• Create both standard and ad hoc marketing materials, manage and package data related to your product set and be the subject matter expert for RFPs
• Be the first point of call for investment related client queries and deliver regular client reporting
• Build and retain deep knowledge of our investment products and be able to present these in a confident and persuasive manner to internal and external audiences
• Build strong relationships with our distribution partners with the goal of becoming the go-to person for our team for all requests and queries.
• Partner with investment analytics and the investment teams to derive insights and positioning to help differentiate our capabilities and reinforce our value proposition
• Provide highly effective communication (both verbal and written) as well as excellent organisational skills with a high attention to detail.

Required Qualifications

• 3+years experience in asset management
• Ideally passed the IMC and CFA beneficial
• Naturally curious, proactive, independent problem solver with a strong eye for detail
• Ability to juggle multiple tasks at one time and remain focused in fast paced environment
• High degree of integrity and ability to maintain confidentiality always are essential
• An effective team player with a positive attitude and a can-do mindset
• Demonstrated proficiency in Microsoft Office (Excel, Word, PowerPoint, Copilot)
• A passion for financial markets and the asset management industry
• Please note: This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

#LI-Hybrid

#LI-AM1

Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status