Our client is a leading financial services firm committed to delivering exceptional investment solutions. Their Global Equity Investment Team and Distribution Team work collaboratively to provide clients with unparalleled insights and performance. Coupled with a strategy to beef-up their distribution channels, they are now seeking a skilled and motivated individual to bridge these teams, ensuring seamless communication, comprehensive analysis, and effective client engagement as it pertains to their global investments offering.
The Global Equity Investment Specialist will act as a crucial connector between the Global Equity Investment Team and the Distribution Team. This role requires a deep understanding of our clients' 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.
Main duties and responsibilities
Client Communication
- Serve as a knowledgeable point of contact for clients regarding the global equity fund, articulating its process, philosophy, and positioning with confidence.
- Address client inquiries and provide detailed, insightful responses that align with the fund's strategy and performance.
- Conduct thorough analyses of global equity funds, including performance metrics, risk assessments, and market trends.
- Translate analytical findings into actionable insights for both internal teams and external clients.
Presentation and Documentation
- Assist in building compelling presentations for client meetings, investment reviews, and internal briefings.
- Write and review factsheet commentary that accurately reflects the fund's performance and strategy.
Newsletter Development
- Create and curate content for a regular newsletter, highlighting key developments, insights, and updates from the Global Equity Investment Team.
- Ensure the newsletter is engaging, informative, and aligned with the company's communication standards.
Process and Philosophy Understanding
- Maintain an in-depth understanding of the global equity fund's investment process, philosophy, and positioning.
- Collaborate with both the Global Equity Investment Team and Distribution Team to ensure cohesive and accurate messaging.
Minimum Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field.
- Advanced degree or professional certifications (e.g., CFA) are advantageous.
Ideal experience
- 2-5 years of experience in investment analysis, client communication, or a related role within the financial services industry.
- Experienced and knowledgeable in global investment products.
- Proven ability to analyze financial data and present findings clearly and concisely.
Competencies and desired attributes
- Exceptional verbal and written communication skills, with the ability to engage confidently with clients and stakeholders.
- Strong analytical skills and attention to detail.
- Proficiency in Microsoft Office Suite (PowerPoint, Excel, Word) and familiarity with financial analysis tools.
- Ability to work independently and collaboratively in a fast-paced environment.
- Client-Focused: Demonstrates a strong commitment to understanding and meeting client needs.
- Proactive: Takes initiative to anticipate and address issues before they arise.
- Detail-Oriented: Ensures accuracy and thoroughness in all tasks.
- Collaborative: Works effectively with both internal teams and external clients, fostering strong relationships.
To join our team, please submit your CV, qualifications, and supporting documentation.
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