Investor Relations Specialist

A fantastic opportunity for someone with 1-2 years experience within financial services / consultancy to join a highly entrepreneurial asset management company in their Product Strategy team.

Responsibilities

• Support Product Strategists in delivering portfolio solutions for clients

• Perform detailed portfolio research and analysis with Excel, Bloomberg

• Produce attribution and market commentary as well as other product analysis reports on a weekly/monthly/quarterly basis

• Conduct data and information collection, analysis, and interpretation tasks to increase the effectiveness of the Product Strategy team in delivering strategy advice and implementation

• Work with business development on RFPs for new opportunities and due diligence requests

• Work with the product strategy team to monitor and manage the project queue to help prioritize opportunities, and follow up with account managers to ensure continued connectivity and sustained involvement with clients

• Serve as an internal resource for client servicing and marketing groups for portfolio, market, strategy, and asset allocation related questions and inquiries

• Maintain marketing materials such as presentation books and other general education materials

• Conduct ad-hoc research projects related to competitors and market developments Assist in the development of new products and funds

Skills / Experience

• 0-2 years experience within financial servies / consultancy
• Graduate or strong academic background
• Strong writing and communication skills
• Previous Investor Relations experience would be beneficial