Equity Investment Advisor
1 week ago
Key Performance Indicators:
The successful candidate will be measured on the following key performance indicators:
- Accuracy and timeliness of data preparation
- Quality and relevance of commentary writing
- Effectiveness of communication and collaboration with portfolio managers and investment team members
- Successful dissemination of product information to relevant stakeholders
- Quality and insight of competitor analysis
- Contribution to regional product specialist team activities
Requirements:
- Professional experience in investment/asset management industry (2-5 years)
- Institutional sales, product advisory, fund selection or client service experience
- Excellent communication and analytical skills
- Team player with ability to build relationships with relevant stakeholders
- Fluency in Excel and PowerPoint; knowledge of Bloomberg, Morningstar, and CFA qualification beneficial
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