Portfolio Specialist - Fixed Income

Recruiter
Leverton Search
Location
London, United Kingdom
Salary
£70k - £90k
Posted
17 May 2023
Closes
16 Jun 2023
Ref
19614171
Job Function
Other
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Main responsibilities include:
  • Client Pitches: Assist in the development of presentations for client pitches
  • Main product focus: broad Fixed Income with a lean towards Emerging Market Debt
  • Communicating the portfolio strategy both internally and externally
  • 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 their 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

Requirements:
  • Ideally the candidate will have at least 3-5 years' investment management experience, a broad knowledge of Fixed Income and strong academics. Educated up to degree standard, and have good numerical skills.
  • Communicating the portfolio strategy both internally and externally
  • 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 their 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

Requirements:
  • Ideally the candidate will have at least 3-5 years' investment management experience, a broad knowledge of Fixed Income and strong academics. Educated up to degree standard, and have good numerical skills.