Climate/ ESG Investment Specialist | London, UK | Hybrid

Leverton Search; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An exceptional opportunity awaits at a highly rated Investment House seeking a product specialist passionate about sustainability. This role, nestled between distribution and investments, demands a candidate with strong interpersonal skills and a robust technical background in Equities. You will engage with key external bodies, develop impactful client presentations, and ensure the highest standards in marketing literature. With a commitment to equity and fairness in the recruitment process, this innovative firm offers a promising career trajectory for those ready to make a significant impact in the investment landscape.

Qualifications

• 7+ years of investment management experience required.
• Strong understanding of Equities and sustainability impact.

Responsibilities

• Build relationships with key external bodies on climate change.
• Assist in developing presentations for client pitches.
• Ensure high standards in product material and RFPs.

Skills

Interpersonal Skills

Technical Equities Knowledge

Numerical Skills

Education

Degree in relevant field

IMC or CFA qualification

Job description

Our client is a large, highly rated Investment House managing over 300bn in assets. They are looking for a product specialist who is passionate about sustainability to join their Equities team. This is an exciting opportunity to join an exceptional business that promises great career trajectory. Successful candidates will need to express gravitas, be extremely professional and efficient. The role sits in between distribution and investments. As such, the candidate will need strong interpersonal skills as well as a strong technical Equities background. You will be able to demonstrate a sound understanding of the impact of policies in portfolios.

Main responsibilities include:

• Build relationships with key external bodies representing climate change impact.
• Be up to date with industry news on Sustainability and impact, and be able to transfer ideas into meaningful action.
• Client Pitches: Assist in the development of presentations for client pitches.
• Ensuring that product material is produced to a high standard and take the lead in devising content for marketing literature for sales channels.
• Competitor analysis – collect and analyse comparative advantages among major peers and determine our product niche.
• Provide regular updates of market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients.
• RFP oversight - Ensure RFPs are completed with the highest standards possible and tailored to clients' needs.

Ideally, the candidate will have 7+ years of investment management experience, strong Equities knowledge, and good academics. Educated up to degree standard, and have good numerical skills. Successful candidates should either hold an IMC or be CFA qualified or be willing to undertake either of these qualifications.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.