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- Tasks: Engage with users, understand their needs, and help integrate our platform into their investment process.
- Company: Join Scientific Portfolio, a fintech innovating portfolio analysis from EDHEC Business School's incubator.
- Benefits: Enjoy a dynamic work environment with opportunities for professional growth and skill development.
- Why this job: Be part of a cutting-edge fintech that impacts the investment industry while enhancing user experience.
- Qualifications: 5+ years in finance, with 3+ years in client-facing roles; strong analytical and writing skills required.
- Other info: No formal investment research experience needed; just bring your passion for finance and technology!
The predicted salary is between 36000 - 60000 £ per year.
Scientific Portfolio is the latest fintech to come out of the EDHEC Business School’s incubator as part of its strategy to impact the industry by transferring academic know-how through business ventures.
Scientific Portfolio helps equity investors to analyze and construct portfolios through a very intuitive web-based platform that captures both the financial and extra-financial perspectives. After a period of intensive R&D and technology development, Scientific Portfolio has opened its doors more broadly to a large public of investors and is looking to hire a Client Solutions Specialist to engage with users, understand their needs and identify applicable platform use cases, and ultimately help them integrate Scientific Portfolio into their investment process.
As Scientific Portfolio’s Client Solutions Specialist, you will be responsible for:
Acquiring and maintaining an expertise in the use of the Scientific Portfolio platform to analyze and construct equity portfolios from both a financial and extra-financial perspective
Reaching out to existing users proactively to help them get the most out of the platform and improve usage and retention rates
Producing pedagogical material to facilitate the use of the platform (FAQ, In-App documentation, tutorial, webinar)
Coordinating the response to users’ questions and requests, either directly or in cooperation with other teams of Scientific Portfolio (Product, Research, Technology)
Leveraging existing users’ feedback to produce concrete written case studies that help promote the platform’s benefits to prospective users
The ideal candidate has at least 5Y of experience in the financial industry including the last 3Y in a client-facing position, including significant experience in some of the following:
Engaging with institutional investors, asset managers or wealth managers directly
Writing investment reports or case studies for professional equity investors
Analyzing an investor’s equity portfolio using professional investment management tools
Advising or providing technical assistance to sophisticated equity investors at various stages of their investment process
Promoting analytical tools to institutional portfolio managers and key investment decision makers
The position requires:
Knowledge of the general principles of portfolio management and financial risk management
The analytical/quantitative mindset and technological savvy naturally expected in a fintech
Native-level English proficiency and strong writing skills
The position does not require formal investment research experience, academic publications, or advanced programming skills.
LinkedIn: https://company/scientific-portfolio-an-edhec-venture/
To apply, please send your CV to, Please note Reed.co.uk does not communicate with candidates via Whatsapp, and we will never ask you to provide your bank, passport or driving licence details during the application process. To stay safe in your job search and flexible work, we recommend visiting JobsAware, a non-profit, joint industry and law enforcement organisation working to combat labour market abuse. Visit the JobsAware website for information and free expert advice for safer work., * Careers at Reed.co.uk, COPYRIGHT © Reed.co.uk 2024
Client Solutions Specialist employer: Robertson & Sumner Ltd
Contact Detail:
Robertson & Sumner Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Solutions Specialist
✨Tip Number 1
Familiarize yourself with the Scientific Portfolio platform before applying. Understanding its features and how it benefits equity investors will help you engage more effectively during interviews.
✨Tip Number 2
Leverage your network in the financial industry to connect with current or former employees of Scientific Portfolio. They can provide valuable insights into the company culture and expectations for the Client Solutions Specialist role.
✨Tip Number 3
Prepare to discuss specific examples from your past experience where you've successfully engaged with institutional investors or improved user retention rates. This will demonstrate your relevant skills and expertise.
✨Tip Number 4
Stay updated on the latest trends in fintech and portfolio management. Being knowledgeable about current developments will show your passion for the industry and your commitment to helping clients succeed.
We think you need these skills to ace Client Solutions Specialist
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Client Solutions Specialist at Scientific Portfolio. Familiarize yourself with their platform and how it benefits equity investors.
Tailor Your CV: Highlight your relevant experience in the financial industry, especially any client-facing roles. Emphasize your skills in engaging with institutional investors and your ability to produce written materials like investment reports or case studies.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for fintech and your understanding of portfolio management principles. Mention specific examples of how you've helped clients in the past and how you can contribute to Scientific Portfolio's mission.
Proofread Your Application: Ensure that your CV and cover letter are free from grammatical errors and typos. Strong writing skills are essential for this role, so make sure your application reflects that.
How to prepare for a job interview at Robertson & Sumner Ltd
✨Understand the Platform Inside Out
Make sure you have a deep understanding of the Scientific Portfolio platform. Familiarize yourself with its features and functionalities, as well as how it helps users analyze and construct equity portfolios. This knowledge will allow you to engage confidently with potential clients during the interview.
✨Showcase Your Client Engagement Experience
Highlight your experience in client-facing roles, especially with institutional investors or asset managers. Be prepared to discuss specific examples of how you've successfully engaged with clients, understood their needs, and provided solutions that enhanced their investment processes.
✨Prepare Pedagogical Material Examples
Since the role involves producing educational materials, think of examples from your past work where you created tutorials, FAQs, or webinars. Discuss how these materials improved user engagement and retention, demonstrating your ability to communicate complex information effectively.
✨Leverage Feedback for Improvement
Be ready to talk about how you've used user feedback in previous roles to improve services or products. This shows your analytical mindset and commitment to enhancing user experience, which is crucial for the Client Solutions Specialist position.
