Investment Specialist [Index Funds]

Investment Specialist [Index Funds]

Full-Time 49500 - 60500 £ / year (est.) No working from home possible
Mason Blake

At a Glance

  • Tasks: Support investment teams and provide market insights for index funds.
  • Company: Leading global asset manager with a focus on innovation.
  • Benefits: Competitive salary, professional development, and diverse work environment.
  • Other info: Equal opportunity employer welcoming diverse applicants.
  • Why this job: Join a dynamic team and enhance your expertise in the ETF market.
  • Qualifications: 2+ years in finance, knowledge of ETFs, and strong communication skills.

The predicted salary is between 49500 - 60500 £ 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 Fact Set,

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
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Investment Specialist [Index Funds] employer: Mason Blake

Mason Blake is an excellent employer that fosters a collaborative and innovative work culture in the heart of London. Employees benefit from comprehensive professional development opportunities, a supportive team environment, and the chance to contribute to impactful marketing initiatives that resonate with investors. With a focus on quality and continuous improvement, this role offers a rewarding experience for those looking to grow their careers in marketing operations.

Mason Blake

Contact Details:

Mason Blake Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Investment Specialist [Index Funds]

Get Involved in Finance Communities

Join investment and asset management forums or local finance meetups. Engaging with professionals in these circles can not only help you learn the ropes but also put you in touch with potential employers like Mason Blake, who often scout for talent at such events.

Utilise Networking Platforms

Connect with professionals already working in asset management on platforms like LinkedIn. A personal message showing your interest in their role or asking for advice can lead to significant connections that might tip the scales in your favour at companies like Mason Blake.

Show Off Your Financial Skills

Consider contributing to investment blogs or even creating your own content. Sharing your insights and analyses can demonstrate your knowledge and passion for the industry, making you stand out when applying for roles at organisations like Mason Blake.

Engage with Recruitment Events

Attend finance recruitment fairs and expos. These events are perfect for making a strong impression with recruiters and potentially securing interviews. Many companies, including Mason Blake, attend these events to scout for fresh talent, so make sure you stand out with your enthusiasm and knowledge!

We think you need these skills to ace Investment Specialist [Index Funds]

Investment Knowledge
Passive/Index Funds Expertise
Stakeholder Management
Market Analysis
Data Analytics
Competitor Analysis
Communication Skills

Some tips for your application 🫡

Highlight Your Analytical Skills:In asset management, it's all about the numbers! Make sure your CV showcases your analytical skills, particularly any experience with financial modelling or quantitative analysis. Employers like Mason Blake want to see how you can dissect data and turn it into actionable insights, so don't hold back on your achievements!

Show Off Your Relevant Qualifications:Having the right qualifications can be a game changer in investment roles. If you've got a degree in finance, economics, or a related field, flaunt it! Also, if you have any certifications like CFA or CAIA, mention those too. It’ll help demonstrate your commitment and expertise in the field to Mason Blake.

Tailor Your Cover Letter to Reflect Passion for Investment:Your cover letter is your chance to express your enthusiasm for the investment world. Share why you're drawn to asset management and your understanding of market trends. The hiring team at Mason Blake will be keen to see that passion and how you keep up with industry news and developments.

Quantify Your Achievements:Don’t just tell them what you did - show them! When detailing your previous experience, include quantifiable achievements to illustrate your impact. Whether it’s percentage growth on a portfolio or cost savings in a project, these figures will help your application stand out to Mason Blake. Numbers speak louder than words!

How to prepare for a job interview at Mason Blake

Brush Up on Financial Modelling

For a role in investment asset management, being well-versed in financial modelling is crucial. Make sure you can articulate your experience with tools like Excel or any specialised software you've used. Maybe even prepare a couple of examples of financial models you've built or analysed.

Know Your Investment Strategies

Expect questions around different investment strategies and how you would apply them in various market scenarios. Get ready to discuss current market trends and how they impact portfolio management. This shows you're not just about the theory but also keeping an eye on real-world applications.

Show Your Analytical Skills

Since this is a full-time role, companies like Mason Blake want to see your analytical thinking in action. Prepare to solve case studies or tackle some numerical puzzles during the interview. Practicing these types of questions will boost your confidence and show off your skills.

Discuss Your Long-Term Career Goals

As you’re applying for a full-time position, the interviewers will be interested in your commitment to the field. Be ready to discuss how this role fits into your long-term career plans in asset management. This shows you're not just looking for any job, but you’re genuinely interested in growing withMason Blake.