Investment specialist to contribute to and lead the investment process in multi-asset class portfolios, using knowledge of investment strategy and fund research to maintain, communicate and innovate the investment offering.
To take a lead role in researching and monitoring investments and making investment recommendations. To participate and contribute to investment strategy discussions
Collaborate with the wider investment management group, bringing the institutional fixed income capability into wealth management
Maintain benchmarked models in GBP and USD.
Act as portfolio manager on specialist/complex fixed income portfolios and sub-portfolios and to innovate the fixed income investment offering
Prepare and communicate marketing material and client specific presentations
Help maintain database of suitable investments – to include direct investments, funds and investment trusts
Excellent analytical skills, ability to define expected risk/reward characteristics of opportunities
Degree or equivalent with IMC, CAIA or CFA qualification desirable
Strong Excel skills and good knowledge of Word, Powerpoint, Teams, Eikon, Bloomberg and Lipper