Investment Specialist collaborating with analysts and portfolio managers to influence client investment decisions. Representing the investment team in client meetings, supporting sales, and enhancing adviser engagement across the UK.
Responsibilities
Representing the investment team in client meetings and sales pitches, acting as a subject matter expert.
Presenting the investment process and market views at client events, conferences, and seminars.
Collaborating with analysts and portfolio managers to communicate investment strategies and updates to internal teams and clients.
Producing clear and engaging materials that explain the house view across asset classes and market conditions.
Supporting the sales and account management teams with training to strengthen their understanding of portfolios and financial markets.
Responding to client queries and contributing to RFPs, presentations, and supporting documentation.
Requirements
You must have experience across key investment areas such as equities, bonds, commodities, economics, or investment theory.
You should have solid experience in wealth management, investment management, financial advice, or fund and securities analysis.
You will bring strong knowledge of the IFA and MPS marketplace.
You must have experience working within regulatory and compliance frameworks.
You will ideally have familiarity with tools such as FEA, Bloomberg, Power BI, Salesforce, or Aladdin (not mandatory).
Benefits
25 days of annual leave with the option to buy an extra 5 days each year.
Benefit from enhanced paternity, maternity, and shared parental leave.
Secure your future with our pension scheme.
Advance your career with sponsored learning and development, including formal qualifications.
Private medical insurance as employee wellbeing matters.
Stay fit with discounted gym memberships.
Take advantage of the Bike to Work scheme for eco-friendly commuting.
Keep your eyes sharp with eye care and flu jab services.
Finance Manager leading the Finance function at Kraft Heinz. Focused on delivering financial metrics and driving performance within the Ireland business unit.
FP&A Manager driving growth by providing financial insights and owning P&L for Shieldpay. Leading budgeting, financial reporting, and strategic analysis in a hybrid role based in London.
Executive level role at Ankura driving finance - led transformations and managing client engagements. Focus on business development with Corporate and Private Equity clients in finance operations.
Head of Commercial Finance providing strategic financial leadership across complex initiatives. Leading business growth and operational efficiency in Latin America.
Team Lead overseeing financial reporting for mutual funds and insurance products at Ameriprise India LLP. Supervising team performance and ensuring regulatory compliance in reporting processes.
Financial Advisor Associate working with seasoned financial advisors at Ameriprise Financial to develop client relationships and assist in financial planning. Focused on acquiring necessary licenses and delivering exceptional service.
Biotech Analyst responsible for public equity coverage and due diligence in the healthcare fund at Columbia Threadneedle Investments. Generating investment recommendations and maintaining research databases.
Financial Accountant managing Income Statement and Balance Sheet at SafetyCulture. Involved in process improvement projects and supporting business growth decisions.
IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
Project Finance Analyst at IQVIA supporting multi - country, multi - service projects to maximize profitability and cash flow. Analyzing financials, monitoring compliance reports, and preparing project budgets.