Investment Specialist, Multi Asset

Job description:

Role Title: Investment Specialist, Multi Asset

Division: RAM

Location: London

Contract: Permanent

Working pattern: Hybrid

About the Role

Responsible for being the technical voice of the team when promoting the Multi-Asset funds and MPS to potential clients and servicing existing ones. Essentially, serving as proxy for the fund managers in client and prospect meetings. The individual will work closely with the Multi-Asset fund managers, the distribution team, and marketing to deliver clear and comprehensive communication and support in all aspects of the Multi Asset proposition suite, including technical investment queries

What you’ll be responsible for

Given the expectation for the role holder to be able to speak as a proxy for the fund managers in client meetings and pitches, they will participate in Multi-Asset team meetings to discuss investment strategy and positioning, along with meetings with sell-side research analysts and company management.

Client Communications

• Pitch multi asset funds to and support MPS discussion with new clients
• Present performance and macro updates
• Support the distribution team in providing answers to ad hoc technical client queries
• Identify solutions to client needs and feeding back to product development channels

Client Relationships

• Support client relationship management efforts with strategic partners
• Manage ongoing relationships with the Investment Managers within the Wealth Management channel

Liaison with Sales

• Work closely with the sales team to support distribution efforts in each region
• Identify areas requiring additional support and find solutions
• Identify and produce sales support collateral

Liaison with Marketing

• Support with the creation and evolution of our suite of marketing collateral, including both physical and digital
• Support marketing and the RFP team with BAU reporting, including fact sheets, presentations, RFP’s, investor brochures

About you

The successful candidate will have a passion for investing along with a background in investment/asset management in a front office and/or client facing capacity, in particular client presentations and pitches.

• Knowledge of multi-asset markets and derivatives
• Passion for investing
• Creative Writing
• Public speaking
• Sales/pitching
• Significant experience in asset/investment management industry
• A minimum of IMC, IAD, or equivalent level 4 qualification is essential
• CFA or equivalent would be a plus but not essential

We offer:

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

We offer a comprehensive remuneration package, which we review regularly, and benefits include:

• Pension contribution -10% of salary
• Private medical insurance – Individual on joining, family after 1 year’s service
• Life assurance - 10 x salary
• Income protection – 75 % salary
• Company share scheme
• Flexible holidays – purchase up to 5 additional days
• Discretionary bonus
• Green Car Scheme
• Family friendly policies – enhanced family leave for parents & carers
• Study support – study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Take a moment to pause (Menopause) and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We’re a Level 1 Disability Confident employer under the UK Government scheme. This means we’ve signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online.