Location: Gurgaon/Gurugram
Salary: Open
Employment Type: Permanent

Company Overview

It offers investment solutions and services and retirement expertise to more than 2.5 million customers globally. As a
privately-held, purpose-driven company with a 50-year heritage, they think generationally and invest for the long term.

Job Description

Purpose of your role


The individual will join Company's Client Solutions Group, supporting client-facing and product activity for Company's global distribution business. As well as working closely with the Multi Asset Investment Directors and Client Solutions Investment Directors, Investment Specialists liaise with the Portfolio Managers and the global sales force.
Responsibilities include the production of a wide range of written material to support client engagement. This includes pitch books and product presentations, reporting materials, marketing and training collateral, editorial content and thought leadership, RFP/RFI submissions, competitor analysis and responses to client queries.
Collaboration with Investment Directors to design, create and enhance collateral to articulate Company's  capabilities - both on existing investment strategies as well as evolving disciplines.
The individual will use their experience of the multi asset investment industry to help the team deliver quality support, excellent client service and effective new business generation


The individual’s specific responsibilities will include:

Production of presentation materials, including pitch books and client updates.
Regular reporting, working with others in the team to analyse performance, attribution and positioning data and articulate investment messages to clients and distribution teams
Working with Company's internal distribution teams to support their knowledge and promotion of Company's Solutions & Multi Asset portfolios and broader investment capabilities
RFP/RFI support, articulating Company's Solutions & Multi Asset’s investment process and disciplines (both broadly and for specific portfolios)
Supporting and working with Client Solutions colleagues on pitches and onboarding of clients and new mandates
Query resolution, specifically ensuring that ad hoc fund and strategy queries from clients/sales force are answered quickly and accurately, to be done in concert with the London, Asia and India Investment Directing team members
Working with the India-based Investment Fund Analysts to support regular standard fund reporting requirements





Liaising with colleagues globally to share information and best practice and to help provide information to clients in a range of formats, including written material, internal briefing or training, and participating in client calls or meetings as appropriate


The individual will act as an agent for growth of the Solutions & Multi Asset business, remain focused on efficiency and profitability and ensure excellence of client service




Experience and Qualifications Required


·         Significant experience in multi asset management or related investment businesses

·         Experience in investment writing and content production (in a variety of formats)

·         Broad knowledge of wholesale and institutional client types

·         Robust technical understanding of the drivers and benefits of a wide range of multi asset strategies and solutions

·         Strong interpersonal skills, preferably with experience of working in a large team, and engagement with stakeholders

·         A grounding in portfolio theory and investment concepts

·         Strong data and analytical skills

·         Excellent capability with Excel, Word and PowerPoint

·         Familiarity with financial data - using Thomson Reuters Datastream, Eikon or other third party systems

·         A client and service focused mindset

Job reference: JO-210930-269123

Need Help?

Let us take a look at your profile and give you extra advice.
Send us your CV

Job application

You are about to apply to the following job: Investment Specialist, Multi Asset J21546 . Applying a job is not a commitment, it gives us the authorization to show your CV to the employer

Upload from Computer
Application confirmed!
Thank you for applying! We shall be in touch with you.