外資系運用会社でのInvestment Specialistの求人
求人ID:118914
募集終了
転職求人情報
職種
Investment Specialist
ポジション
Investment Specialist, Multi-Asset
おすすめ年齢
20代
30代
40代
50代以上
年収イメージ
年収イメージ:1000万円〜1600万円(経験・能力を考慮の上当社規定により決定)
仕事内容
The role holder will be a member of the Global Investment Specialists (GIS) team.
Operating between Investment and Sales/Clients teams, the GIS team is an integral part of Distribution and ensures that, in each asset class, we deliver 1) insightful and relevant investment information, 2) credible client facing PM proxy resource and 3) strategic client-led input into investment and product development.
KEY RESPONSIBILITIES
To work closely with the relevant Multi-Asset management teams and also with the various client, sales, product, marketing and operations teams within the organisation to assist the achievement of agreed sales objectives in both quantum and product focus. Specifically:
To work closely with the Multi-Asset investment teams to ensure the transfer of Multi-Asset investment knowledge to the generalist sales and client teams.
To operate as an Multi-Asset “PM proxy” externally to assist in the pitching for new business or in the portfolio reviews for clients and their consultants.
To represent the commercial interests of the Multi-Asset Investment team within and outwith Distribution and to ensure that client led intelligence is fully reflected in internal thinking across the Multi-Asset franchise in order to drive future Multi-Asset commercial strategy
CORE OUTCOMES
Engage with distribution teams globally to grow the Firm’s AuM with clients, prospects and consultants alike. Actively promote Multi-Asset product and solutions by overseeing the preparation of tailored materials and working with the RFP team to ensure RFP’s responses are of the highest quality and to edit existing materials and prepare new answers to specific questions. Ensure consistency of approach globally while ensuring messaging is ‘fit for purpose locally’.
Participate in new business pitches and client reviews where appropriate. Articulate investment philosophy, process, products, solutions, risk and respective views of relevant investment teams. Identify and communicate the strengths of each proposition, ensure consistency of key messages.
Ensure that distribution understands, is, and remains fully aware of the company’s Multi-Asset capabilities and local sales team engagement is undertaken alongside deep, independent market research so each local market and the factors for success and clearly understood.
Work closely with the relevant investment, product and distribution teams in order to help develop attractive Multi-Asset related products and solutions.
Operating between Investment and Sales/Clients teams, the GIS team is an integral part of Distribution and ensures that, in each asset class, we deliver 1) insightful and relevant investment information, 2) credible client facing PM proxy resource and 3) strategic client-led input into investment and product development.
KEY RESPONSIBILITIES
To work closely with the relevant Multi-Asset management teams and also with the various client, sales, product, marketing and operations teams within the organisation to assist the achievement of agreed sales objectives in both quantum and product focus. Specifically:
To work closely with the Multi-Asset investment teams to ensure the transfer of Multi-Asset investment knowledge to the generalist sales and client teams.
To operate as an Multi-Asset “PM proxy” externally to assist in the pitching for new business or in the portfolio reviews for clients and their consultants.
To represent the commercial interests of the Multi-Asset Investment team within and outwith Distribution and to ensure that client led intelligence is fully reflected in internal thinking across the Multi-Asset franchise in order to drive future Multi-Asset commercial strategy
CORE OUTCOMES
Engage with distribution teams globally to grow the Firm’s AuM with clients, prospects and consultants alike. Actively promote Multi-Asset product and solutions by overseeing the preparation of tailored materials and working with the RFP team to ensure RFP’s responses are of the highest quality and to edit existing materials and prepare new answers to specific questions. Ensure consistency of approach globally while ensuring messaging is ‘fit for purpose locally’.
Participate in new business pitches and client reviews where appropriate. Articulate investment philosophy, process, products, solutions, risk and respective views of relevant investment teams. Identify and communicate the strengths of each proposition, ensure consistency of key messages.
Ensure that distribution understands, is, and remains fully aware of the company’s Multi-Asset capabilities and local sales team engagement is undertaken alongside deep, independent market research so each local market and the factors for success and clearly understood.
Work closely with the relevant investment, product and distribution teams in order to help develop attractive Multi-Asset related products and solutions.
必要スキル
Education
University degree (majoring in Economics/Finance preferred) or other relevant professional qualifications
Experience
Deep Knowledge of Investment markets and relevant products
A clear understanding of the drivers of investment distribution success
A strong working knowledge and experience of working within an Multi-Asset environment
A thorough knowledge of key competition and the competitive environment for Multi-Asset
A good working knowledge of the legal and regulatory provisions associated with the role
An in depth knowledge of business processes and procedures as well as the compliance and legislative environment in which Aberdeen Standard Investments operates
Core Skills
Sound business and investment knowledge
Excellent interpersonal and communications skills
Well-developed influencing skills
Ability to think strategically
Ability to build and nurture personal relationships with a diverse range of people/personalities at a variety of different levels
Ability to write reports and give professional presentations
University degree (majoring in Economics/Finance preferred) or other relevant professional qualifications
Experience
Deep Knowledge of Investment markets and relevant products
A clear understanding of the drivers of investment distribution success
A strong working knowledge and experience of working within an Multi-Asset environment
A thorough knowledge of key competition and the competitive environment for Multi-Asset
A good working knowledge of the legal and regulatory provisions associated with the role
An in depth knowledge of business processes and procedures as well as the compliance and legislative environment in which Aberdeen Standard Investments operates
Core Skills
Sound business and investment knowledge
Excellent interpersonal and communications skills
Well-developed influencing skills
Ability to think strategically
Ability to build and nurture personal relationships with a diverse range of people/personalities at a variety of different levels
Ability to write reports and give professional presentations
就業場所
就業形態
正社員
企業名
外資系資産運用会社
企業概要
世界30ヶ所に拠点を置くグローバルな独立系資産運用会社。運用資産は総額20兆円程度。
企業PR
運用資産額約4,865億英ポンド*で、英国、欧州ともに最大級のアクティブ運用会社となりました。グローバルに広がるブランド力、規模、専門性を生かし、お客様の投資目標の達成を支えます。
*2020年12月31日現在
*2020年12月31日現在
業務カテゴリ
組織カテゴリ
備考
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