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- Tasks: Support investment teams and manage data analytics for index funds.
- Company: Join a leading global asset manager with a strong reputation in the finance industry.
- Benefits: Enjoy opportunities for professional growth and collaboration with diverse teams.
- Why this job: Gain specialist knowledge in index funds while building valuable relationships in a dynamic environment.
- Qualifications: 2+ years in a relevant role, understanding of ETF markets, and strong analytical skills required.
- Other info: Mason Blake promotes equal opportunities and welcomes diverse applicants.
The predicted salary is between 43200 - 72000 £ per year.
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.
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
Apply for this job
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Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist [Index Funds]
✨Tip Number 1
Familiarise yourself with the latest trends in the ETF fund market. Being able to discuss current market dynamics and how they impact index funds will show your expertise and enthusiasm during interviews.
✨Tip Number 2
Network with professionals in the investment sector, especially those who work with index funds. Building relationships can provide you with insider knowledge and potentially lead to referrals for the role.
✨Tip Number 3
Gain hands-on experience with financial tools like Bloomberg and FactSet. Familiarity with these platforms will not only enhance your skill set but also demonstrate your readiness for the technical aspects of the job.
✨Tip Number 4
Prepare to articulate your understanding of product positioning and market analysis. Be ready to discuss how you would support internal teams and contribute to new product launches, showcasing your strategic thinking.
We think you need these skills to ace Investment Specialist [Index Funds]
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience with passive/index funds and any relevant financial tools like Bloomberg or FactSet. Use specific examples to demonstrate your understanding of the ETF fund market.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and how your background aligns with the responsibilities outlined in the job description. Mention your ability to build relationships with internal stakeholders and your experience in competitor analysis.
Showcase Relevant Experience: When detailing your work history, focus on roles where you acted as a liaison or supported investment teams. Highlight any achievements that demonstrate your ability to communicate complex market trends effectively.
Proofread Your Application: Before submitting, carefully proofread your application materials for any errors or inconsistencies. A polished application reflects your attention to detail, which is crucial in the finance industry.
How to prepare for a job interview at Mason Blake
✨Know Your Index Funds
Make sure you have a solid understanding of passive and index funds. Be prepared to discuss recent trends in the ETF market and how they impact investment strategies. This will show your expertise and enthusiasm for the role.
✨Showcase Your Analytical Skills
Since the role involves data analytics, be ready to talk about your experience with financial tools like Bloomberg and FactSet. Prepare examples of how you've used these tools to conduct competitor analysis or market research.
✨Build Rapport with Internal Stakeholders
Demonstrate your ability to build strong working relationships by sharing examples from your past experiences. Highlight how you've successfully collaborated with teams such as investment, sales, and marketing to achieve common goals.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills and stakeholder management. Think of situations where you had to articulate investment propositions or support product launches, and be ready to discuss your approach and outcomes.
