Role details

Equity Communications Specialist

London   •   £60,000 - £70,000   •  Permanent

Bullet points

  • Major International Asset Manager
  • Equity Communications experience essential

About Our Client

My client is a major international Asset Manager

Job Description

The purpose of your role is to act as an interface between investment team (fund managers and Investment Directors) and client-facing personnel through the co-ordinated and consistent delivery of key investment messages across equity fund range. As well as taking the lead as appropriate on more complex fund-specific communications, the role will involve the writing and timely distribution of fund updates, tailored as appropriate for different types of clients, and also to ensure a quick and relevant response to client queries. It will be your responsibility to ensure a response to queries within the agreed timescale, either through your own knowledge or through information sourced from elsewhere in the company.

  • Understand each fund's investment approach, characteristics and key selling points
  • Work closely with Investment Directors, both pro-actively suggesting ideas for fund updates as well as sourcing information in response to client queries
  • Tailor and edit content provided by Investment Directors to reinforce core fund messages and make it appropriate for onward distribution
  • Write and distribute fund updates including key portfolio changes and stock stories, and ensure compliance requirements are met.
  • Ensure timely and relevant response to client investment queries
  • Work closely with Product Specialists in India to allocate and manage responses to client queries
  • Understand the key barriers to sale for priority products and deliver solutions through effective communication.
  • Understand which information is relevant to client-facing personnel and ensure effective distribution
  • Be proficient in understanding how to extract and interpret technical fund information from company IT systems

The Successful Applicant

  • Good investment knowledge
  • Strong communication and writing skills
  • Excellent attention to detail
  • Strong technical skills and eager to learn
  • Positive/can do attitude
  • Ability to prioritise all projects and work quickly to meet demanding deadlines
  • Strong team player with a proactive approach
  • Good knowledge of distribution channels and competitors
  • Good knowledge of Excel, Word and PowerPoint
  • Ability to source information from within company systems

What's on Offer

Equity Communications Specialist

Apply for this job

Click the Apply or LinkedIn button below or contact Sean Bourke on +44 207 645 1427 quoting job reference 13729089
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