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Client Portfolio Manager - Equity

Mason Blake

London

On-site

GBP 150,000 - 200,000

Full time

30+ days ago

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Qualifications

  • 3-5 years’ experience as a Product Specialist with Fund Managers.
  • Strong knowledge of developed equity markets is essential.

Responsibilities

  • Support sales teams with investment expertise in client meetings.
  • Communicate investment messages across various strategies.

Skills

Investment Knowledge
Client Interaction
Technical Expertise
Developed Equity Markets Knowledge
CFA Progression

Education

Degree from a Leading University

Job description

An exciting opportunity for a Client Portfolio Manager to join the Developed Equity group of a leading global asset management house.

This role will interact closely with the investment and distribution functions providing expert investment advice and serve as a primary investment contact for clients.

Key responsibilities:

  1. Internal and external product champion, supporting sales teams in client and prospect meetings – offering technical expertise and high level of investment knowledge
  2. Develop and communicate the investment message across various investment strategies
  3. Play a key role in new business efforts, active involvement in pitches and responding to ad hoc queries and client requests
  4. Participate in investment strategy meetings with Fund Managers
  5. Participate in the development of any investment strategies and fund launches

Candidate Requirements:

  1. 3-5 years’ experience as a Product Specialist working alongside Fund Managers
  2. Strong knowledge of developed equity markets
  3. Working towards CFA
  4. Excellent academic qualifications, educated to degree level at a leading University, with a minimum of a 2:1 classification
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