Investment Product Specialist at Robert Walters

Introduction

• This is a unique opportunity for you to play a pivotal role in supporting the asset management team by managing and enhancing a suite of investment marketing materials, data outputs, and operational processes.
• You will be at the heart of product innovation and content creation, ensuring consistency, compliance, and quality across multiple jurisdictions.

Key qualifications and experience for the Investment Product Specialist

• Degree in Finance
• Progress towards or completed CFA/investment qualification (highly preferred)
• 3-5 years’ experience within an asset management firm
• Demonstrated understanding of core investment concepts
• Systems: Bloomberg, Morningstar Direct

Key duties for the Investment Product Specialist

Mainly a person who understands investments and putting together presentations and marketing materials for the investment team (not client facing)

• Coordinate and produce high-quality investment product materials such as fact sheets, presentations, and collateral while ensuring consistency across all regions.
• Maintain and enhance marketing and communication materials used to support global distribution efforts for investment products.
• Ensure all product-related content strictly adheres to relevant compliance and regulatory standards across jurisdictions.
• Oversee the collation, validation, and presentation of investment data to support both internal reporting requirements and external communications.
• Manage regular updates of product-related data across various platforms and systems with accuracy and timeliness as top priorities.
• Respond promptly to ad hoc data requests and product comparison queries from internal stakeholders and distribution teams.
• Support operational processes required for implementing and maintaining investment solutions including documentation preparation and platform readiness.
• Assist in preparing governance activities such as meeting documentation, action tracking, and maintaining key operational records like contact lists and schedules.
• Contribute to the development and launch of new investment products by preparing supporting materials and documentation aligned with regulatory requirements.
• Work closely with global asset management teams to ensure alignment of messaging, data integrity, and consistency of materials across all regions.
• Strong support function - on a marketing basis by compiling strong slide presentation packs
• Data management - drive from data perspective
• Compile Fun Facts sheets
• Sit in investment team and gaining exposure to investment process
• Part of investment committee
• Line of sight how they implement their portfolio
• Translate the above into Marketing materials
• Understand what’s happening in the market and how we can bring it to life for the portfolio
• Opportunity to collaborate with global and local team
• Work on products and processes for UK business - great exposure

Key skills

• Attention to detail – very NB!
• Can talk investments / understands investments
• Process oriented
• Advanced proficiency in Microsoft Office applications - particularly Word, Excel, and PowerPoint - to create compelling reports and presentations.
• Excellent organisational skills
• Proven project management abilities
• Driven, can take initiative