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For Companies At a Glance
- 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, and wealth management is essential.
- Other info: Flexible hybrid working, regular team events, and excellent career growth opportunities 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’ll 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’ll enhance your professional profile while contributing to innovative solutions that help advisers navigate markets with confidence.
Key Responsibilities
- 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.
Required Experience and Skills
- 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).
About FE fundinfo
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’ll 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’ll aim to get back to you with feedback within 5 working days.
Investment Specialist employer: Financial Express
Contact Detail:
Financial Express Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist
✨Tip Number 1
Network like a pro! Get out there and connect with industry professionals at events, seminars, and conferences. It’s all about making those valuable connections that could lead to your next big opportunity.
✨Tip Number 2
Show off your expertise! When you’re in client meetings or presentations, don’t hold back on sharing your insights. Be the go-to person for investment strategies and market views – it’ll make you stand out in the crowd.
✨Tip Number 3
Get involved in cross-functional initiatives! Collaborate with analysts and portfolio managers to create engaging materials. This not only boosts your profile but also shows you’re a team player who can drive results.
✨Tip Number 4
Don’t forget to apply through our website! We’re always on the lookout for passionate individuals who want to make a difference. Plus, it’s the best way to ensure your application gets the attention it deserves.
We think you need these skills to ace Investment Specialist
Some tips for your application 🫡
Showcase Your Expertise: Make sure to highlight your investment knowledge in your application. We want to see how your experience with equities, bonds, and other key areas can directly benefit our clients and team.
Tailor Your Materials: When you’re putting together your application, customise it to reflect the specific skills and experiences mentioned in the job description. This shows us that you’ve done your homework and are genuinely interested in the role.
Be Clear and Engaging: Just like you’ll need to produce clear materials for clients, your application should be easy to read and engaging. Use straightforward language and structure your thoughts logically to make a strong impression.
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!
How to prepare for a job interview at Financial Express
✨Know Your Investment Stuff
Make sure you brush up on your knowledge of equities, bonds, and other investment areas. Be ready to discuss your insights and how they can shape client outcomes. This role is all about being a subject matter expert, so show them you know your stuff!
✨Practice Your Presentation Skills
Since you'll be presenting at client meetings and events, practice delivering your investment process and market views clearly and confidently. Use engaging materials to support your points, and don’t forget to tailor your message to your audience.
✨Collaborate and Communicate
Highlight your experience working with analysts and portfolio managers. Be prepared to discuss how you’ve communicated investment strategies in the past. Show that you can work well in a team and contribute to cross-functional initiatives.
✨Be Ready for Client Queries
Anticipate the types of questions clients might ask and prepare thoughtful responses. Demonstrating your ability to handle queries effectively will show that you're not just knowledgeable but also client-focused and ready to support their needs.
