Investment Specialist - Hybrid Role with Client Impact in London
Investment Specialist - Hybrid Role with Client Impact

Investment Specialist - Hybrid Role with Client Impact in London

London Full-Time 36000 - 60000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Shape client outcomes and drive growth in a dynamic investment portfolio.
  • Company: Leading financial data provider with a focus on collaboration.
  • Benefits: Flexible hybrid working, continuous learning culture, and competitive compensation.
  • Why this job: Make a real impact by representing the investment team and engaging with clients.
  • Qualifications: Expertise in investment areas and familiarity with tools like Bloomberg and Power BI.
  • Other info: Dynamic environment with opportunities for professional growth.

The predicted salary is between 36000 - 60000 £ per year.

A leading financial data provider is looking for an Investment Specialist to shape client outcomes and drive growth within a dynamic portfolio landscape. Emphasizing collaboration with analysts and portfolio managers, the role includes representing the investment team in client meetings, presenting market views at events, and supporting sales efforts.

Candidates should possess expertise in key investment areas, regulatory frameworks, and ideally familiar tools like Bloomberg and Power BI. Flexible hybrid working and a culture of continuous learning available.

Investment Specialist - Hybrid Role with Client Impact in London employer: FE fundinfo

As a leading financial data provider, we pride ourselves on fostering a collaborative and innovative work environment where Investment Specialists can thrive. Our flexible hybrid working model, combined with a strong emphasis on continuous learning and professional development, ensures that employees are well-equipped to make a meaningful impact on client outcomes. Join us to be part of a dynamic team that values your expertise and supports your growth in the ever-evolving financial landscape.
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Contact Detail:

FE fundinfo Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Specialist - Hybrid Role with Client Impact in London

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance world and let them know you're on the hunt for an Investment Specialist role. You never know who might have a lead or can introduce you to someone at a company you're eyeing.

✨Tip Number 2

Prepare for those interviews by brushing up on your market knowledge and investment strategies. We recommend practising common interview questions and even doing mock interviews with friends to boost your confidence.

✨Tip Number 3

Showcase your expertise! When you get the chance to present your market views, make sure to highlight your familiarity with tools like Bloomberg and Power BI. This will set you apart as a candidate who’s ready to hit the ground running.

✨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 about their job search!

We think you need these skills to ace Investment Specialist - Hybrid Role with Client Impact in London

Client Relationship Management
Investment Expertise
Regulatory Knowledge
Bloomberg
Power BI
Collaboration Skills
Presentation Skills
Sales Support
Market Analysis
Portfolio Management
Communication Skills
Adaptability
Continuous Learning

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your expertise in investment areas and any relevant tools like Bloomberg and Power BI. We want to see how your skills align with the role, so don’t be shy about showcasing your experience!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about shaping client outcomes and driving growth. We love seeing candidates who can connect their personal experiences to our mission.

Showcase Your Collaboration Skills: Since this role involves working closely with analysts and portfolio managers, make sure to highlight any past experiences where you’ve successfully collaborated with others. We value teamwork and want to see how you can contribute to our dynamic environment.

Apply Through Our Website: We encourage you to apply directly through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates!

How to prepare for a job interview at FE fundinfo

✨Know Your Investment Stuff

Make sure you brush up on your knowledge of key investment areas and regulatory frameworks. Be ready to discuss recent market trends and how they impact client outcomes. This will show that you're not just familiar with the basics, but that you can also think critically about the financial landscape.

✨Familiarise Yourself with Tools

Since familiarity with tools like Bloomberg and Power BI is a plus, take some time to get comfortable with these platforms. If you can demonstrate your ability to use them effectively during the interview, it’ll give you an edge over other candidates.

✨Practice Your Presentation Skills

As you'll be representing the investment team in client meetings and events, practice presenting your market views clearly and confidently. Consider doing mock presentations with friends or family to refine your delivery and ensure you can engage your audience.

✨Show Your Collaborative Spirit

This role emphasises collaboration with analysts and portfolio managers, so be prepared to discuss examples of how you've worked effectively in teams. Highlight your communication skills and how you’ve contributed to achieving shared goals in previous roles.

Investment Specialist - Hybrid Role with Client Impact in London
FE fundinfo
Location: London
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  • Investment Specialist - Hybrid Role with Client Impact in London

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

    FE fundinfo

    50-100
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