Solutions Associate
- Employer
- Finance Network
- Location
- London, United Kingdom
- Salary
- £58,000 + bonus + benefits
- Closing date
- Oct 5, 2019
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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The overall objective of the team is to assess a client's portfolio in relation to their objectives and to instruct them on enhancements.
Key Roles:
Client Interaction: manage relationships from a technical standpoint, instructing clients on improvements to their portfolios, responding to technical queries, presenting ideas to clients. This will involve technical analysis of portfolios and market conditions.
Strategy and Business Development: proposing and implementing improvements to better serve clients.
Acting as link between investment and distribution channels.
Ideal background:
Key Roles:
Client Interaction: manage relationships from a technical standpoint, instructing clients on improvements to their portfolios, responding to technical queries, presenting ideas to clients. This will involve technical analysis of portfolios and market conditions.
Strategy and Business Development: proposing and implementing improvements to better serve clients.
Acting as link between investment and distribution channels.
Ideal background:
- Educated to at least degree level, CFA ideal
- Understanding of derivatives/LDI
- Understanding of DB clients
- Understanding of investment strategy and portfolio construction
- Outstanding communication skills
- c. 2-5 years'experience either in investment consulting or a similar product specialist role
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