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This is an exciting opportunity to join an exceptional business that promises great career trajectory. Successful candidates will need to express gravitas, be extremely professional and a keen eye for detail.
The role sits in between distribution and investments. As such the candidate will need strong interpersonal skills as well as a strong technical Multi Asset background.
Main responsibilities include:
Client Pitches - Assist in the development of presentations for client pitches
White Paper Production - Ensuring that product material is produced to a high standard and take the lead in devising content for marketing literature for sales channels
Competitor analysis – collect and analyse comparative advantages among major peers and determine our product niche
Provide regular updates of market and portfolio performance, as well as portfolio investment strategy, for distribution to existing clients
RFP oversight - Ensure RFPs are completed with the highest standards possible and tailored to clients' needs
Ideally the candidate will have anywhere between 3 and 7 years investment management experience, strong Multi Asset knowledge and academics are required. Educated up to degree standard, and have good numerical skills. Successful candidates should either hold an IMC or be CFA qualified or be willing to undertake either of these qualifications.
Internal Number: 4835637
About Leverton Search
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