Description
Job Description Client-facing Global Equity Investment Specialist sought to bridge the Global Equity Investment Team and Distribution Team, ensuring seamless communication, comprehensive analysis, and effective client engagement for global investments.
This role requires a deep understanding of the client's global equity fund's processes, philosophy, and positioning, coupled with the ability to confidently communicate these aspects to clients and internal stakeholders. The ideal candidate will excel in fund analysis, presentation creation, commentary writing, and newsletter development.
Key responsibilities include: - Serving as a knowledgeable point of contact for clients regarding the global equity fund, articulating its process, philosophy, and positioning with confidence.
- Conducting thorough analyses of global equity funds, including performance metrics, risk assessments, and market trends.
- Assisting in building compelling presentations for client meetings, investment reviews, and internal briefings.
- Writing and reviewing factsheet commentary that accurately reflects the fund's performance and strategy.
- Creating and curating content for a regular newsletter, highlighting key developments, insights, and updates from the Global Equity Investment Team.
- Maintaining an in-depth understanding of the global equity fund's investment process, philosophy, and positioning.
Ideal qualifications include: a Bachelor's degree in Finance, Economics, Business, or a related field, and 2-5 years of experience in investment analysis, client communication, or a related role within the financial services industry. Exceptional verbal and written communication skills, strong analytical skills, and proficiency in Microsoft Office Suite are also required.#J-18808-Ljbffr
