ETF Investment Specialist/Sales Support

The Role;

Participate in sales and marketing efforts (45%)

• Actively support sales team to help drive AUM and revenues by participating in client meetings, responding to client queries, running ad hoc analysis and providing solutions
• Have an entrepreneurial mindset and be able to proactively contribute to the overall growth of our business
• Conduct training sessions for the sales team to educate them on the messaging, positioning of ETF range and new developments in the market
• Carry out market research and competitor analysis to identify opportunities and gaps in the market
• Continuously provide content related to our products to the marketing team (product presentations, market and competitors analysis, theme-related content)

Manage ETF marketing collateral (45%)

• Maintain and evolve ETF collateral (pitch books, cheatsheets, earnings reports, peer monitors)
• Be willing to push boundaries by putting clients' interest at the forefront
• Prepare research and quantitative reports (ETF performance, risk metrics, attribution, subsector analysis, stock analysis etc)
• Respond to sales requests
• Actively contribute towards periodic reports and commentary that help clients remain up-to-date with our products

Contribute to development of ETF investment strategies (10%)

• Originate ideas based on client feedback, market research and internal discussions
• Help with researching, developing and maintaining investment strategies
• Monitor the market and regulatory changes for new ETF opportunities
• Forge new relationships with research houses and index providers to help lay the foundation for new index development
• Proactively work with various teams (sales, legal, marketing, product, portfolio management, IT, data management and others) within the firm to complete projects and identify synergies
• Contribute towards various tasks involved in the ETF launch process

The Candidate;

• Minimum of 2-3 years of client facing experience pitching funds and/or structured products
• Prior experience working with investment strategies and/or indices
• Educated to degree level or equivalent
• Advanced Excel user (some programming skills preferred)
• Knowledge of Bloomberg preferred
• Excellent numeracy skills
• Exceptional attention to detail
• Ability to work in a demanding environment
• Confident communicator and public speaker
• Fluency in one of the following languages is preferred: German, Italian, French and/or Spanish
• An understanding of how ETFs work and are traded
• An ability to bring fresh and innovative thinking to old processes and systems
• An ability to analyse and contextualise macroeconomic content that is relevant to our range of ETFs using second-order thinking
• An ability to produce, maintain and update sales collateral on a regular basis