Investment Specialist [Index Funds]
Investment Specialist [Index Funds]

Investment Specialist [Index Funds]

London Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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A leading global asset manager is looking to hire an Investment Specialist to act as a key liaison between company clients and internal stakeholders. This role is an excellent opportunity for a candidate with a background in Passive / Index funds to develop specialist knowledge and internal stakeholder management expertise.

Key Responsibilities:

  • Support Investment & Product teams in articulating investment propositions for fund ranges.
  • Act as an SME for internal stakeholders, providing specialist product positioning and market knowledge.
  • Partner with Product Strategy in contributing to new launches, ensuring appropriate information is supplied for the production of marketing materials and internal presentations.
  • Support internal teams with competitor analysis.
  • Use market terminals and index vendor databases to manage data analytics.

Candidate Profile:

  • Minimum 2yrs’ experience in a relevant in-house position.
  • Understanding of ETF fund market, with proven ability to navigate trends and communicate this to a variety of audiences.
  • Enthusiasm to build strong working relationships with internal stakeholders such as investment, sales, and marketing.
  • Knowledge of financial tools such as Bloomberg and FactSet, Morningstar / Sustainalytics.
  • Excellent academic record / CFA.

Investment Specialist [Index Funds] employer: Mason Blake

As a leading global asset manager, we pride ourselves on fostering a dynamic and inclusive work environment that encourages professional growth and collaboration. Our Investment Specialists benefit from comprehensive training programmes, access to cutting-edge financial tools, and the opportunity to engage with diverse teams across the organisation, all while contributing to innovative investment strategies in a thriving market. Join us to be part of a culture that values expertise, teamwork, and the pursuit of excellence in the financial sector.
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Contact Detail:

Mason Blake Recruiting Team

Investment Specialist [Index Funds]
Mason Blake
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  • Investment Specialist [Index Funds]

    London
    Full-Time
    36000 - 60000 £ / year (est.)

    Application deadline: 2027-06-25

  • M

    Mason Blake

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