Equity Product Specialist/Investment Specialist

Leverton Search
London, United Kingdom
£110k - £150k
21 May 2023
20 Jun 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Our client is a large, highly rated Investment House managing over 500bn in assets. They are looking for a product specialist to join their Equities team.

Sitting within the investment team, the 3 product specialists consist of one supporting Associate and the Head of the Team, plus the new hire. We are looking for someone already skilled in the role who is seeing clients and also happy to execute the day to day BAU to a high level.

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 efficient.

Main responsibilities include:

  • Client Pitches: Assist in the development of presentations for client pitches
  • 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 you will have 6+ years investment management experience, strong Equities knowledge. You will already be an expert in communicating with clients about Equity funds and have deep experience positioning those funds for external and internal purposes.


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.

Thank you for your interest in the role. We regretfully cannot respond to all unsuccessful applicants.