The ETF Investment Specialist role is specifically designed to help support the growing business from a distribution perspective as a subject matter expert. An ideal candidate would have a background in asset management and have a keen interest in being client facing in support of our sales & marketing efforts and producing fund research, collateral and analytics.
- You’ll actively support sales team to help drive AUM and revenues by participating in client meetings, responding to client queries, running ad hoc analysis and providing solutions
- Have an entrepreneurial mindset and be able to proactively contribute to the overall growth of our business
- Conduct training sessions for the sales team to educate them on the messaging, positioning of ETF range and new developments in the market
- You’ll carry out market research and competitor analysis to identify opportunities and gaps in the market
- Continuously provide content related to our products to the marketing team (product presentations, market and competitors analysis, theme-related content)
- Prepare research and quantitative reports (ETF performance, risk metrics, attribution, subsector analysis, stock analysis etc)
- Actively contribute towards periodic reports and commentary that help clients remain up-to-date with our products
- Forge new relationships with research houses and index providers to help lay the foundation for new index development
- Minimum of 2-3 years of client facing experience pitching funds and/or structured products
- Prior experience working with investment strategies and/or indices
- Advanced Excel user (some programming skills preferred)
- Knowledge of Bloomberg preferred
- Excellent numeracy skills & attention to detail
- Ability to work in a demanding environment
- Confident communicator and public speaker
- Desirable – fluency in one of the following languages is preferred: German, Italian, French and/or Spanish
- An understanding of how ETFs work and are traded
- An ability to produce, maintain and update sales collateral on a regular basis
Source: for more information click here.
