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- Tasks: Shape client outcomes and drive growth in a dynamic investment portfolio.
- Company: Join FE fundinfo, a leading financial data provider with a collaborative culture.
- Benefits: Enjoy 25 days annual leave, private medical insurance, and sponsored learning opportunities.
- Why this job: Make a real impact in the investment world while enhancing your professional profile.
- Qualifications: Experience in investment areas like equities, bonds, or wealth management is essential.
- Other info: Flexible hybrid working and a culture that values new ideas await you.
The predicted salary is between 36000 - 60000 £ per year.
Step into a role where your investment expertise directly shapes client outcomes and drives meaningful growth across a dynamic portfolio landscape. This opportunity places you at the heart of a high‐performing investment team, where your insights will influence client decisions, support strategic growth, and strengthen adviser engagement across the UK. You will collaborate closely with analysts, portfolio managers, and sales professionals, gaining exposure to a wide range of asset classes and investment strategies. With regular involvement in client meetings, industry events, and cross‐functional initiatives, you will enhance your professional profile while contributing to innovative solutions that help advisers navigate markets with confidence.
Your key responsibilities as an Investment Specialist will include:
- Representing the investment team in client meetings and sales pitches, acting as a subject matter expert.
- Presenting the investment process and market views at client events, conferences, and seminars.
- Collaborating with analysts and portfolio managers to communicate investment strategies and updates to internal teams and clients.
- Producing clear and engaging materials that explain the house view across asset classes and market conditions.
- Supporting the sales and account management teams with training to strengthen their understanding of portfolios and financial markets.
- Responding to client queries and contributing to RFPs, presentations, and supporting documentation.
You will need the following experience and skills to join us as an Investment Specialist:
- You must have experience across key investment areas such as equities, bonds, commodities, economics, or investment theory.
- You should have solid experience in wealth management, investment management, financial advice, or fund and securities analysis.
- You will bring strong knowledge of the IFA and MPS marketplace.
- You must have experience working within regulatory and compliance frameworks.
- You will ideally have familiarity with tools such as FEA, Bloomberg, Power BI, Salesforce, or Aladdin (not mandatory).
FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia‐Pacific through an integrated platform. Our skilled team empowers clients with data‐driven insights, making the industry Navigate Complexity with Confidence!
You will join a collaborative and forward‐thinking environment where knowledge‐sharing, continuous learning, and cross‐team partnership are part of everyday life. Our hybrid working approach supports flexibility, while regular team events, professional development opportunities, and a culture that values new ideas create a workplace where you can thrive and grow.
Benefits:
- 25 days of annual leave with the option to buy an extra 5 days each year.
- Benefit from enhanced paternity, maternity, and shared parental leave.
- Secure your future with our pension scheme.
- Advance your career with sponsored learning and development, including formal qualifications.
- Private medical insurance as employee wellbeing matters.
- Stay fit with discounted gym memberships.
- Take advantage of the Bike to Work scheme for eco‐friendly commuting.
- Keep your eyes sharp with eye care and flu jab services.
Apply now and we will aim to get back to you with feedback within 5 working days.
Investment Specialist in London employer: FE fundinfo Group
Contact Detail:
FE fundinfo Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist in London
✨Tip Number 1
Network like a pro! Attend industry events, seminars, and conferences where you can meet potential employers and showcase your investment expertise. Remember, it's all about making connections that could lead to your next big opportunity.
✨Tip Number 2
Prepare for client meetings and sales pitches by practising your presentation skills. You want to come across as a subject matter expert, so rehearse your insights on market views and investment strategies until you can deliver them confidently.
✨Tip Number 3
Collaborate with others in the field! Reach out to analysts and portfolio managers to discuss current trends and strategies. This not only enhances your knowledge but also shows your commitment to staying informed and engaged in the investment landscape.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our dynamic team.
We think you need these skills to ace Investment Specialist in London
Some tips for your application 🫡
Show Off Your Investment Knowledge: Make sure to highlight your experience in key investment areas like equities, bonds, and commodities. We want to see how your expertise can shape client outcomes and drive growth, so don’t hold back!
Tailor Your Application: Customise your CV and cover letter to reflect the specific skills and experiences mentioned in the job description. We love seeing candidates who take the time to connect their background with what we’re looking for.
Be Clear and Engaging: When you’re writing your application, keep it clear and engaging. Use straightforward language to explain your investment strategies and insights, just like you would in a client meeting or presentation.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity as an Investment Specialist!
How to prepare for a job interview at FE fundinfo Group
✨Know Your Investment Stuff
Make sure you brush up on your knowledge of equities, bonds, and other investment areas. Be ready to discuss market trends and your insights on various asset classes. This will show that you're not just a candidate, but a potential subject matter expert.
✨Practice Your Presentation Skills
Since you'll be presenting at client meetings and events, it’s crucial to practice how you communicate complex investment strategies clearly and engagingly. Consider doing mock presentations with friends or colleagues to get comfortable with your delivery.
✨Familiarise Yourself with Tools
Even if you’re not required to have experience with tools like Bloomberg or Power BI, having a basic understanding can set you apart. Do a bit of research or take a quick online course to get familiar with these platforms, as they might come up in conversation.
✨Show Your Collaborative Spirit
This role involves working closely with analysts and portfolio managers, so be prepared to discuss examples of how you've successfully collaborated in the past. Highlight your teamwork skills and how you can contribute to a high-performing investment team.
