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- Tasks: Engage clients and communicate investment strategies to grow the business.
- Company: Join a leading investment management firm with a strong global presence.
- Benefits: Enjoy competitive perks, professional development, and potential remote work options.
- Why this job: Be part of a dynamic team shaping investment strategies and making an impact.
- Qualifications: 5+ years in investment management; equity specialist experience required.
- Other info: CFA qualification or progress towards it is essential.
The predicted salary is between 43200 - 72000 £ per year.
A leading investment management firm has an excellent opportunity to join one of their flagship funds as an Investment Specialist. The individual will be embedded within the Investment team and work closely with their Client Groups globally. You will be responsible for thoughtfully positioning the team’s investment strategies in the minds of investors, with a primary focus on global equity strategies. The primary function of this role is ultimately to help grow the book of business.
Role responsibilities include:
- Leading as well as preparing pitches to new potential clients
- Engage with clients to communicate investment philosophy, strategy and performance
- Working closely with key strategic partners
- Speaking internally and at industry or client conferences
- Develop content to highlight portfolio positioning, market trends and optimise competitive positioning
- Work closely with marketing and client teams to oversee effective messaging of strategies and sign off collateral
- Assisting with product strategy/development and management for the team’s strategies
Key requirements for the role:
- 5+ years’ experience in the investment management industry
- Experience working in an equity product specialist or equity investment position is essential
- The ability to build strong relationships both internally and externally is essential
- A demonstrated interest in global equity investing and strong technical knowledge
- Strong analytical skills and logical thinker
- CFA qualified (or currently studying towards)
Equity Investment Specialist employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equity Investment Specialist
✨Tip Number 1
Network with professionals in the investment management industry, especially those who are already working as equity investment specialists. Attend industry events and conferences to make connections and learn more about the role.
✨Tip Number 2
Stay updated on global equity market trends and developments. Subscribe to relevant financial news outlets and follow influential analysts on social media to enhance your knowledge and demonstrate your passion during interviews.
✨Tip Number 3
Practice your pitch skills by preparing mock presentations. This will help you articulate the investment strategies clearly and confidently, which is crucial for engaging potential clients effectively.
✨Tip Number 4
Familiarise yourself with the specific investment strategies of the firm you're applying to. Tailor your discussions and insights to align with their philosophy, showcasing how you can contribute to their goals.
We think you need these skills to ace Equity Investment Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the investment management industry, particularly in equity investment roles. Emphasise your analytical skills and any CFA qualifications or progress towards them.
Craft a Compelling Cover Letter: In your cover letter, express your passion for global equity investing. Discuss how your experience aligns with the responsibilities of the role, such as preparing pitches and engaging with clients.
Showcase Your Communication Skills: Since the role involves communicating investment strategies and philosophies, provide examples in your application of how you've successfully engaged with clients or presented at conferences.
Highlight Team Collaboration: Mention any experiences where you worked closely with marketing or client teams to develop content or messaging. This will demonstrate your ability to collaborate effectively within a team setting.
How to prepare for a job interview at Mason Blake
✨Know Your Investment Strategies
Make sure you have a deep understanding of global equity strategies. Be prepared to discuss specific examples of how these strategies can be positioned to potential clients, as this will demonstrate your expertise and ability to communicate complex ideas clearly.
✨Showcase Your Relationship-Building Skills
Since building strong relationships is crucial for this role, think of examples from your past experiences where you've successfully engaged with clients or colleagues. Highlight your interpersonal skills and how they contributed to successful outcomes.
✨Prepare for Technical Questions
Expect to face technical questions related to equity investing and market trends. Brush up on your analytical skills and be ready to discuss recent market developments or portfolio positioning strategies that could impact investment decisions.
✨Demonstrate Your Communication Skills
As the role involves preparing pitches and communicating investment philosophies, practice articulating your thoughts clearly and confidently. Consider doing mock interviews or presentations to refine your delivery and ensure you can engage an audience effectively.
