Investment Product Analyst (RFP specialist) - 12 month contract

ENGINEERINGUK; London; On-site; GBP 40,000 - 70,000; Full time

Job description

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Investment Product Analyst - 12 month contract

Who we're looking for
We are looking for an Investment Product Analyst to join the Emerging Market Product team, based in London, to support the team's Investment Directors as well as the wider Investment team. The role will be full time and based in London.

About Schroders
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

The base
We moved into our new headquarters at London Wall Place, in the City of London, in 2018. We're close to our clients, in the heart of the UK's financial centre, while having everything in place to work flexibly.

The team
The product teams supporting the wider investment teams act as a conduit between investment and distribution functions with respect to promoting and managing the product range, with the aim of maintaining high standards of investment performance and client servicing.
You would work as part of a team of 4 IPAs supporting the Emerging Markets Investment Directors (London & NY) and the wider EM Investment team.

What you'll do
The role will involve acting as a link between the investment and distribution functions with respect to promoting and managing the EM investment desk's products. The role involves assisting the investment directors in producing client-facing materials and conducting product analysis to support the investment team and distribution teams in their communications with both existing and prospective clients.

Key tasks include but are not limited to:

1. Working closely with the Investment Directors and the Business Development teams to complete high quality, client focused RFPs, RFIs, DDQs etc. including ESG questionnaires within the agreed deliverable timeframe. This also involves writing, updating and maintaining product language and data in RFP & consultant databases.
2. Ensuring core data in area(s) of expertise/responsibility is kept up to date and accurate in accordance with agreed processes and proactively updating systems, internal sites and databases with product specific information.
3. Production of accurate and effective written materials to be used in RFPs, marketing material, investment reports etc.
4. Support business growth from prospective clients as well as continued servicing of existing clients by responding to product/portfolio related enquiries in a prompt and helpful manner.
5. Assistance with preparation of client reporting, marketing material as required by liaising with Investment Directors, Investment team and other internal teams etc.
6. Involvement with strategic projects and initiatives (ESG, new product launch etc.).

The knowledge, experience and qualifications you need

1. Previous experience and a strong interest in financial markets, and the asset management industry.
2. Excellent written communication skills and strong quantitative skills.
3. Ability to synthesise information, creating economies of scales across products where appropriate.
4. Good IT skills essential, proficiency in Microsoft office suite (Excel & Powerpoint).

The knowledge, experience and qualifications that will help

1. Minimum of degree level qualification.
2. IMC/CFA (or equivalent) desirable but not required.
3. Previous RFP experiences desirable.
4. Familiarity with Qvidian, Aladdin, FactSet, Refinitiv/Eikon, Tableau, and Morningstar/eVestment would be useful.

What you'll be like

1. Highly organised with the ability to manage tight deadlines in multiple priority environments.
2. Creative thinker and writer, able to articulate portfolio strategy in engaging commentary.
3. Thorough, accurate and excellent attention to detail.
4. You will be keen to work as part of a team as well as be able to work on your own initiative with limited direction.