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
- Min. 2 years of experience in finance and investment industry and/or product specialist role, and/or prior role as Investment Specialist
- 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
