Equity Product Specialist: Growth & Client Engagement

Berkeley Croft Ltd; Greater London; Vor Ort; GBP 80.000 - 120.000; Vollzeit

Zusammenfassung

Berkeley Croft Ltd is seeking an Equity Product Specialist to bridge portfolio management and distribution, delivering clear investment messages to clients and prospects. You will be the subject matter expert across the firm's equity strategies, collaborating with investment teams and senior stakeholders.

You will lead client meetings, develop market commentary and client materials, and support business development and new product initiatives.

Qualifikationen

• Subject matter expert across equity strategies.
• Strong communication and presentation skills.
• Ability to translate complex concepts into client messages.
• Experience with investment products and markets is essential.
• Experience with Investment Trusts or Corporate Finance is beneficial.

Aufgaben

• Act as subject matter expert across the firm's equity strategies.
• Partner with portfolio managers on client meetings, pitches and investment reviews.
• Develop compelling investment content, market commentary and client materials.
• Support business development, consultant relationships and new product initiatives.

Kenntnisse

Equity product knowledge

Presentation skills

Relationship management

Client-facing

Jobbeschreibung

Berkeley Croft Ltd is seeking an Equity Product Specialist to bridge portfolio management and distribution, delivering clear investment messages to clients and prospects. You will be the subject matter expert across the firm's equity strategies, collaborating with investment teams and senior stakeholders.

You will lead client meetings, develop market commentary and client materials, and support business development and new product initiatives.