Investment Specialist
7 days ago
Job Description
Investment Specialist acts as the key link between the
Fund Management team
and the
Sales & Distribution team
. This role ensures that investment strategies, portfolio positioning, and market insights are effectively communicated to clients and internal stakeholders.
Key Responsibilities :
- Bridge between Investment and Sales to translate investment updates and strategies
into clear talking points, client materials (pitching deck, etc) and sales narratives
. - Product & market intelligence to provide product insight
and recommend enhancement to align with client demand or market trends. - Client & partner engagement
to prepare and deliver presentations, webinars and product briefings.
Qualifications & Requirements :
- Bachelor's Degree in Finance, Economics and Accounting or related field
- 1-2 years of experience in finance and investment industry and/or product specialist role
- Basic understanding of investment, especially Mutual Fund and Financial Market
Skills :
- Strong analytical, excellent communication and presentation abilities to simplify complex investment concepts
- Proficiency in Microsoft Office (Excel, PowerPoint)
- Fluent in English (both written and verbal)
- High attention to detail, integrity and adaptability in a fast-paced market environment
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