Job title: Investment Specialist, Multi Asset J21546
Company: RGF Professional Recruitment
Job description: Purpose of your role
The individual will join the Company’s Customer Solutions group, supporting the customer and product contact activity for the Company’s global distribution activities. In addition to working closely with Multi-Asset Investment Managers and Client Solutions Investment Managers, Investment Specialists liaise with portfolio managers and the global sales force.
Responsibilities include producing a wide range of written materials to support client engagement. This includes pitch books and product presentations, report materials, marketing and training materials, editorial content and thought leadership, RFP / RFI submissions, competitor analysis and answers to customer questions.
Work with investment managers to design, create and improve collateral to articulate the capabilities of the company – both on existing investment strategies and on evolving disciplines.
The individual will use their experience in the multi-asset investment industry to help the team deliver quality support, excellent customer service and an efficient generation of new businesses.
The specific responsibilities of the individual will include:
Production of presentation materials, including pitch books and customer updates.
Regular reporting, collaboration with other team members to analyze performance, attribution and positioning data and articulate investment messages to clients and distribution teams
Work with the company’s internal distribution teams to support their knowledge and promotion of the company’s multiple solution and asset portfolios and broader investment capabilities
RFP / RFI support, articulating the company’s Solutions & Multi Asset investment process and disciplines (both broadly and for specific portfolios)
Support and work with colleagues from Client Solutions on pitches and the integration of clients and new mandates
Query resolution, specifically ensuring that ad hoc queries about client / sales force funds and strategies are answered quickly and accurately, to be done in conjunction with members of the investment leadership team in London, Asia and India
Collaborate with India-based investment fund analysts to meet standard fund reporting requirements
Liaise with colleagues globally to share information and best practices and to help deliver information to clients in a range of formats, including written materials, internal briefings or trainings, and participate in customer calls or meetings, if applicable
The individual will act as a growth agent for the Solutions & Multi Asset business, remain focused on efficiency and profitability and ensure excellence in customer service
Location: Gurgaon, Haryana
Job date: Sat, 02 Oct 2021 07:46:28 GMT
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