Institutional Production Executive, Asset Management, London

Location
London, United Kingdom
Salary
£
Posted
22 May 2019
Closes
05 Jun 2019
Ref
5494677
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Responsibilities and requirements -
  • Responsible for developing the Institutional Presentations, Pitchbooks and Client Servicing books. Interpreting from a wide range of briefs.
  • Source statistics - holdings information, fund performance, risk statistics and pricing. This will be from data providers such as Morningstar, Financial Express and Bloomberg.
  • Working closely with Insti client reporting to ensure consistency.
  • Develop strong working relationships and maintain regular contact with key internal clients, and all stakeholders.
  • Responsible for ensuring that the brand is consistent internally and externally.
  • Strong understanding of Global Investment Performance Standards (GIPS).
  • Financial services marketing/client services/reporting experience.
  • Proven ability to produce visually clear, style-consistent and compliant outputs (presentations, charts, schematics) with a short turnaround.
  • Strong problem-solving skills, capable of mixing experiential knowledge, logical analysis and insight to reach solutions.
  • Morningstar, Financial Express, Bloomberg and Performance and Portfolio Analytics systems.
  • Educated to degree level or equivalent.
  • CFA level 1 part continuing for full designation.

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