Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Act as a key liaison between clients and internal teams, supporting investment strategies.
- Company: Join a leading global asset manager with a strong reputation in the finance industry.
- Benefits: Gain specialist knowledge, work with top financial tools, and develop your career in a dynamic environment.
- Why this job: This role offers a chance to impact investment strategies and build valuable relationships in finance.
- Qualifications: Minimum 2 years of relevant experience and understanding of ETF fund markets required.
- Other info: Mason Blake is an equal opportunities employer, welcoming diverse applicants.
The predicted salary is between 43200 - 72000 £ per year.
A leading global asset manager is looking to hire an Investment Specialist to act as a key liaison between company clients and internal stakeholders. This role is an excellent opportunity for a candidate with a background in Passive /Index funds to develop specialist knowledge and internal stakeholder management expertise.
Key Responsibilities:
- Support Investment & Product teams in articulating investment propositions for fund ranges.
- Act as an SME for internal stakeholders , providing specialist product positioning and market knowledge.
- Partner with Product Strategy in contributing to new launches , ensuring appropriate information is supplied for the production of marketing materials and internal presentations .
- Support internal teams with competitor analysis.
- Use market terminals and index vendor databases to manage data analytics.
Candidate Profile:
- Minimum 2yrs’ experience in a relevant in-house position.
- Understanding of ETF fund market, with proven ability to navigate trends and communicate this to a variety of audiences.
- Enthusiasm to build strong working relationships with internal stakeholders such as investment, sales, and marketing.
- Knowledge of financial tools such as Bloomberg and FactSet, Morningstar /Sustainalytics .
- Excellent academic record / CFA .
Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
Apply for this job
#J-18808-Ljbffr
Investment Specialist [Index Funds] employer: Mason Blake
Contact Detail:
Mason Blake Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Specialist [Index Funds]
✨Tip Number 1
Familiarize yourself with the latest trends in the ETF fund market. Being able to discuss current market dynamics and how they impact investment strategies will show your expertise and enthusiasm for the role.
✨Tip Number 2
Build a strong understanding of the financial tools mentioned in the job description, such as Bloomberg and FactSet. Having hands-on experience with these platforms will give you an edge when discussing data analytics during the interview.
✨Tip Number 3
Prepare to demonstrate your ability to communicate complex information clearly. Practice explaining investment propositions and market knowledge in a way that is accessible to various audiences, as this is crucial for the role.
✨Tip Number 4
Network with professionals in the asset management industry, especially those who work with index funds. Building relationships can provide valuable insights and potentially lead to referrals for the position.
We think you need these skills to ace Investment Specialist [Index Funds]
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Investment Specialist position. Highlight key responsibilities and required skills, and think about how your experience aligns with these.
Tailor Your CV: Customize your CV to emphasize your experience with passive/index funds and any relevant financial tools like Bloomberg or FactSet. Use specific examples that demonstrate your ability to communicate market trends effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and your understanding of the ETF fund market. Mention your experience in stakeholder management and how you can contribute to the team.
Highlight Relevant Experience: In your application, make sure to detail your minimum 2 years of relevant experience. Discuss your previous roles and how they have prepared you for this position, particularly in terms of competitor analysis and data analytics.
How to prepare for a job interview at Mason Blake
✨Showcase Your Expertise in Index Funds
Make sure to highlight your background in passive/index funds during the interview. Be prepared to discuss specific trends in the ETF market and how you've navigated them in previous roles.
✨Demonstrate Strong Communication Skills
Since this role involves acting as a liaison between clients and internal stakeholders, practice articulating complex investment propositions clearly. Use examples from your past experiences to illustrate your ability to communicate effectively with diverse audiences.
✨Prepare for Competitor Analysis Questions
Expect questions related to competitor analysis. Familiarize yourself with recent market trends and be ready to discuss how you would approach analyzing competitors in the index fund space.
✨Familiarize Yourself with Financial Tools
Brush up on your knowledge of financial tools like Bloomberg, FactSet, and Morningstar/Sustainalytics. Be prepared to discuss how you've used these tools in your previous roles to support data analytics and investment strategies.
