Investment Specialist
Investment Specialist
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Job Description
You are a strategic thinker passionate about driving solutions in Investment Analysis. You have found the right team
As an Investment Specialist within our Global Fixed Income Currencies and Commodities team you will spend each day defining refining and delivering set goals for our firm
You will be focused on growing the business through new clients expanding existing relationships and delivering new products as well as retaining current assets. You will work with the team on prospective opportunities and supporting existing client will be responsible for the overall portfolio strategy design reporting and communications with the client
Job Responsibilities
- Preparation of Strategy presentations comprising of:
- Performance & Market value
- Analytics and characteristics of the portfolio
- Details on Holdings in the portfolio
- Prepare customized Client presentations for ISs review meetings
- Analyze portfolios including positioning analytics and performance results
- Assist with the preparation of client performance reports and investment review materials for new and existing clients and providing commentaries on performance drivers
- Assist in preparation of any other communication
- Monitor guidelines and adherence for internal/external managed portfolios
- Co-ordinate with Sales Consultants and RFP teams to cater their requirements
Required qualifications capabilities and skills
- At least 2 years of experience in financial markets
- Strong quantitative and analytical skills (including data analysis and ability to understand data flows)
- Proficient in MS Office (Excel Word PowerPoint)
- Proactive positive approach. Able to grasp/learn concepts and procedures quickly
- Good Verbal and Written Communication skills
- Time management skills & ability to multi-task
- Delivery focus and detail-orientation with strong commitment to accuracy
- Self-starter and ability to work both independently and as a team player
- Understanding of Equities and/or Fixed Income and the asset management business
Shift Timing: EMEA
Required Experience:
Unclear Seniority
Employment Type
Full-Time
