Junior Product Specialist

Type: Trainee
Region:

Key Responsibilities:

• Develop and own account plans for relevant firms, ensuring excellence in understanding client portfolios and investment needs.
• Build and maintain relationships with stakeholders, including in-house investment teams, manager researchers, and field consultants.
• Deliver presentations and support the research due-diligence process.
• Prepare pitch books, meeting briefings, and follow-ups.
• Coordinate RFP and due diligence requests.
• Assist in preparing marketing materials and thought leadership pieces.
• Collaborate with the institutional business team throughout the sales process.
• Maintain in-depth knowledge of relevant strategies.

Qualifications:

• Relevant experience in sales, consultant relations, or portfolio specialist role.
• IMC or CFA (MiFID II) certification.
• Understanding of the UK Institutional landscape, including investment views, structure, and decision-making processes.
• Experience using Salesforce.

Due to the Increased applications for this role, we apologise that you may not get a response unless you fit the criteria. At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don’t hesitate to let us know.