At a Glance
- Tasks: Drive growth in equity ETFs, collaborate with teams, and engage clients with expert insights.
- Company: Leading asset management firm managing over €450bn in assets.
- Benefits: Permanent contract, hybrid work, competitive salary, and opportunities for professional development.
- Other info: Dynamic role with opportunities for thought leadership and market influence.
- Why this job: Be a key player in shaping innovative ETF solutions and making an impact in finance.
- Qualifications: Postgraduate degree in finance/engineering; CFA preferred; client-facing experience required.
The predicted salary is between 80000 - 100000 £ per year.
The ETF, Index & Smart Beta Business Line develops and manages index and smart beta solutions. It currently manages more than €450bn in assets across ETF, index funds and mandates. Within the business line, the Senior Equity ETF Strategist will be responsible for contributing to the growth of the equity ETF product segment, in close collaboration with the Responsible Indexing, Sales, Research and Innovation, Content Marketing and Client Oversight teams.
Responsibilities
- Empower our sales force by supporting and increasing both the quantity and quality of sales engagements with their clients on Equity ETFs.
- Be the expert on the Equity product line, underlying stocks and index construction, including taking a leading role in client facing discussions through sales to explain our range when needed.
- Produce timely content and campaigns, deliver clear use cases, portfolio construction and implementation solutions.
- Work very closely with Capital Markets to deliver the liquidity analysis of our range.
- Support the creation of tangible KPI's and NNA targets for each product segment (Core, Factors, Thematic), client segment and region, and work with distribution partners to deliver on these objectives.
- Work closely with Marketing to establish campaigns, road shows and events needed in each country and client segment, being a key spokesperson for these events and roadshows.
- Identify opportunities through thought leadership, education, data analysis and work towards the most effective solutions for the client.
- Share market feedback and client needs with research and innovation to develop new products with a strategic vision.
- Create a clear 'Go To Market' plan for any new product or ask in partnership with sales.
- Monitor flows, competition and client needs to develop and maintain an appropriate commercial coverage and product suite.
- Monitor competitor launches and filings to discuss market needs with the Product team.
- Partner with Content Marketing to deliver relevant content to clients linking macro trends to product implementation themes.
- Continuously search out new narratives and hooks to best promote and position the segments; deliver key messages to sales and clients.
- Produce research/analysis supporting the equity product range.
Position location
- Geographical area: Europe, United Kingdom
- City: London
- Remote work: hybrid
Candidate criteria
- Minimal education level: Postgraduate degree - MA/MSc/PhD/Doctorate or equivalent.
- Academic qualification / Speciality: Master's level degree (or equivalent) in finance / engineering, CFA Charter holder a plus.
- Demonstrated track record in a high performing client facing role.
- Technical product or functional background preferred.
- Fundamental expert in ETF and indexing more broadly.
Required skills
- Great communication skills and ability to engage across all client segments, including in-person presentations, one-to-one client meetings, and video calls.
- Highly motivated with intellectual curiosity, and highly detail oriented.
- Fluency in English, other European languages a plus.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Equity ETF Strategist
✨Get Involved in Finance Communities
Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like CFA Institute, who often scout for talent at such events.
✨Utilise Networking Platforms
Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like CFA Institute.
✨Show Off Your Financial Skills
Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like CFA Institute.
✨Engage with Recruitment Events
Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including CFA Institute, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!
We think you need these skills to ace Senior Equity ETF Strategist
Some tips for your application 🫡
Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like CFA Institute want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!
Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to CFA Institute.
Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at CFA Institute will be keen to see that passion and how you keep up with industry news and developments.
Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to CFA Institute. Numbers speak louder than words!
How to prepare for a job interview at CFA Institute
✨Brush Up on Financial Modelling
For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.
✨Know Your Investment Strategies
Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.
✨Show Your Analytical Skills
Since this is a full-time role, companies like CFA Institute want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.
✨Discuss Your Long-Term Career Goals
As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withCFA Institute.
