Investment Solutions Specialist

Purpose of role:

This role is designated to the technical support and servicing of Prescient's wholesale clients, to ensure rapid and efficient communication of vital investment and fund information to this client base, which includes DFM's, multi-managers and large IFA practises. The focus of the role will be to solidify the support and servicing to these clients, thus enhancing Prescient Investment Management's reputation for superior service delivery in the retail investment market.

Duties and responsibilities:

• Serve as a dedicated client support for the Retail wholesale function by coordinating all servicing requests and managing operational workflows. This role will be key to building out the servicing model to retail and DFM clients.
• Support the execution of the wholesale servicing model efficiently and professionally.
• In support of the sales team be responsible for the creation, and ongoing maintenance of high-quality, technical marketing collateral, case studies, product comparisons, fact sheets, presentations, ensuring alignment with product features, investment strategies, and regulatory aspects of the investment industry.
• Preparing capability documents for DFMs and making sure capability documents are updated and relevant.
• Translate complex investment concepts and product mechanics into clear, compelling, and client-centric language tailored for various target audiences (e.g., DFMs, wealth managers, financial advisors, retail clients).
• Pricing:
• Co-ordination of pricing committee with a focus on market insights and / or competitor analysis as well as the implementation of pricing strategy across business.
• Product development:
• Working closely with the Head of Retail to establish the framework for deciding on what products to launch, market research and the coordination of research as required. This role is key in coordinating the product development process.
• Participate in product development discussions, offering insights on marketability and effective communication of new strategies.
• Develop and maintain a deep understanding of Prescient's full suite of investment products, including their underlying strategies, investment processes, objectives, performance drivers, risk characteristics, and competitive differentiators across various asset classes.
• Act as a subject matter expert, serving as a critical bridge between investment teams and the sales/client-facing functions.
• Collaborating with marketing to assist in building and supporting the DFM approach / narrative – ensure the wholesale offering is effective.
• Collaborate with the internal teams regarding the technical review and sign-off process for all marketing content, ensuring accuracy and consistency with brand guidelines.
• Managing a comprehensive content calendar, collaborating with the investment team and sales teams to ensure timely and relevant dissemination of technical marketing materials across multiple channels.
• Assist in creating and refining technical marketing materials for wholesale related communications and presentations.
• In support of the sales teams, staying informed about market trends, economic conditions, and investment opportunities in the retail / DFM investment market.

Required experience:

• 3-5 years of experience in retail investments with a specific focus and understanding of wholesale / DFM clients is required.
• Robust technical background and understanding of asset management practices, processes, and principles required.
• Experience in technical fund marketing, including preparation of materials and client communication is required.
• Strong Microsoft and particularly Excel skills required.

Required Qualifications:

• Bachelor's degree in Finance / equivalent qualification is essential.
• Further studies for e.g.: CFA / CFP / Similar advantageous.

Key competencies:

• Strong organisational skills.
• Excellent interpersonal skills, excellent communication skills (oral and written).
• Strong analytical, decision-making and problem-solving skills.
• Able to work well in a team, a positive team player.
• Strong work ethic, self-motivated, driven and results oriented.
• Client centric and service orientated.
• Ability to meet deadlines in a pressurized environment.
• Committed and hard-working.

Why this role:

This role is central to our vision of growing our assets under management as well as the support of key clients ensuring we deliver unparalleled client service to this key market. We value efficiency, professionalism, and a commitment to delivering exceptional service experiences. A great opportunity offering excellent exposure and challenge.