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Investment Specialist – UK Equity

Job details



Date Posted

3 August 2020



Job Type


Job ID


£70,000 - £80,000 + Leading Bonus


Mason Blake are partnering with a leading asset manager who are looking for a Product Specialist to join their Equities team with a focus on developing business across small cap strategies. This is a perfect opportunity for an product specialist with 5-10 years of experience to utilise their skill set to grow into the organisation in a client facing role.

Key Responsibilities

  • Represent the investment team to both internal and external clients
  • Attend client meetings and networking events
  • Keep up to date with market trends and competitor analysis whilst providing strategy updates to the sales team regularly
  • Proactively communicate sales propositions and investment opportunities
  • Contribute to marketing materials and RFPs
  • Deliver product development and strategy
  • Provide a positive contribution to all aspects of strategy for the product set

Experience and Qualifications

  • Equity experience is essential
  • 5 – 10 Years Experience working in a product specialist role
  • Prior investment experience
  • Public speaking and media experience preferred
  • CFA/ IMC is preferred but not essential
  • Educated to a degree level

Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.

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