Mason Blake

Our client is a global asset management house. Due to continued business success, they are now looking to recruit an experienced Investment Analyst (ESG) to join their high-performing Investments team on a permanent basis. The successful candidate will join the fixed income investment team and be responsible for ESG orientated data analysis that will support the investment process. The analyst will lead the build out and implementation of the firm's ESG investment process. The Investment Analyst (ESG) will take responsibility for the following duties: Develop robust ESG knowledge and skills to facilitate portfolio monitoring and tracking of investments. Regularly collate ESG data to assist the team with monitoring investments. Provide sector and portfolio analysis to inform risk reports and analysis. Work closely with the team to develop ideas to promote improvement and contribute towards investment discussions. Maintain knowledge and monitor developments in the ESG markets. Build strong relationships with internal teams and external contacts to inform investment recommendations. Actively contribute on ad-hoc projects across the team, as they arise. The Investment Analyst (ESG) will meet the following skillset: Minimum 3 years' experience within the asset management and/or banking sector. Degree educated, preferably in finance, business or economics. Currently working towards or have gained a CFA qualification in ESG investing. Strong knowledge of ESG-driven investing and ESG portfolio data. Self-motivated individual with the ability to prioritise and meet deadlines. Intellectually curious with excellent interpersonal skills. If you believe your experience meets the criteria of Investment Analyst (ESG) , please apply with a copy of your CV. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

Investment Specialist - Global Fixed Income Job details Location: London Date Posted: 2 March 2022 Category: Investment Job Type: Permanent Job ID: Competitive Description A global asset manager is seeking to hire a Senior Investment Specialist to join the global fixed income business. This individual will work directly in the investment team and support the Portfolio Managers in communicating the fixed income capabilities to new and existing clients. Main Responsibilities: Engage with clients on investment strategy insights, performance, and investment process. Act as the key point of contact on any portfolio-related queries, requiring in-depth knowledge of financial markets, investment products, and capabilities. Participate in external industry events and conferences. Regularly attend and participate in investment meetings. Liaise closely with internal stakeholders, building strong relationships with Sales and Marketing teams to share up-to-date knowledge on portfolios. Produce portfolio commentary and whitepapers to be distributed to clients. Support product development initiatives. Keep abreast of ESG issues and work with the research team to ensure ESG integration across portfolios. The ideal candidate will have: 3-5 years of relevant experience as an investment/product specialist. Strong global fixed income product knowledge. Ability to present and communicate with key stakeholders within the business and external clients. Strong interpersonal skills with a high level of self-awareness. Excellent team player. Commercial and results-oriented mindset. Equal Opportunities Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age. Apply for this job

Our client, a boutique asset manager is looking to hire an Investment Manager in the charities and not-for-profit division. Key responsibilities: Define and implement investment strategy for a variety of clients Work closely with Portfolio Managers and Analysts and contribute to investment decision making process for client portfolios Attend client meetings to discuss investment strategy, strategic themes and portfolio activity Participate in pitches with prospective clients and consultants Key point of contact for client queries Coordinate preparation of client pitch documents, RFPs, client meeting packs Candidate Profile: 3-5 years experience in asset management, either in an investment or technical client-facing role In-depth understanding of equity and fixed income assets Degree educated Working towards or completed professional qualifications Excellent interpersonal skills; ability to build rapport quickly and attentive listener Ability to work effectively within a team environment Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

An exciting opportunity to join a growing proprietary trading firm. They are looking to hire a Global Macro Research Analyst to work collaboratively with other Analysts and Traders to provide research and trade ideas on macro events. The successful candidate will lead on macro focused research and advise on event positioning within global equity markets. Candidate Requirements: 3-5 years relevant macro research experience with a focus on equity markets Degree educated and ideally CFA qualification Keen interest in global economics and politics Excellent analytical skills Familiarity with Bloomberg Team player with exceptional interpersonal skills Able to work independently and manage priorities Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

A specialist boutique asset management firm is looking for an experienced candidate to join their Institutional Client team. This role will involve supporting various client relationships, maintaining the excellent reputation the company has with its clients. Elements of the role include: Deliver an outstanding client management experience to institutional clients. Act as the key point of contact for client and consultant queries, working closely with Client Directors. Provide high level technical support, demonstrating an understanding of a client's decision-making process and long-term objectives. Identify and follow up on leads and sales opportunities. Prepare and customize marketing materials for potential and existing client meetings and attend when required. Ensure various projects are controlled using effective communication and coordination. Help promote the firm in the institutional marketplace, in addition to managing ad hoc requests effectively and in a timely manner. Work closely with the Head of Sustainability on various initiatives and client requests. Understand the needs of institutional clients. 4+ years experience in Client Service or Relationship Management role in an asset management environment. The IMC or CFA qualification is desirable. Applicants should be able to demonstrate a passion for client service, with the ability to perform well under pressure. Strong team player who is also able to work independently and meet tight deadlines. Knowledge of PowerBI would be advantageous. Apply for this job

Our client, one of the world's largest life reinsurance companies is looking to recruit a Credit Analyst in London. This is a newly created role due to growth of the asset base and an expanding investment team in the London office. The successful candidate will undertake fundamental and relative value analysis on an independent basis, with full responsibility for assigned industries and credits within these industries. Key responsibilities: Conduct fundamental-driven credit analysis on a portfolio of non-financial names, with a focus primarily on issues in Sterling Undertake relative value analysis at both issuers and issue level to inform buy, hold, reduce or sell recommendations within portfolio constraints Provide investment recommendations to UK and US based Portfolio Managers Participate in investment discussions and contribute towards credit team's sector outlook Proactively develop and maintain relationships with company management, sell-side analysts, rating agencies and industry experts to further sector knowledge and inform investment recommendations Candidate Profile: 4-7 years' relevant fundamental credit analysis experience. Preferably from an asset management/insurance background, however rating agency and sell-side experience will also be considered Ideally experience covering the utilities and transportation sectors Ability to think like an investor, should be comfortable discussing investment recommendations to senior management Degree educated; preferably in Economics, Finance, Business or related field CFA or other relevant professional qualifications Collegiate mentality, ability to work in a small team environment Enthusiastic and can-do attitude Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

An expanding investment management firm is looking for an experienced Digital Marketing Manager. The purpose of the role is to support the distribution team to achieve the firm's collective goals across key markets, through the use of digital marketing techniques. Key responsibilities: Implement and manage digital marketing campaigns and lead on key digital projects Mange campaigns across channels and regions Build out reports on website activities and identify opportunities Ensure consistent brand standards are deployed across all digital platforms Keep informed on digital trends and industry best practices Work with an SEO agency as well as the social media strategy Experience and skills required: Demonstrated knowledge and experience in digital marketing Strong knowledge of digital marketing analytics and tools: Experience in managing marketing integrated campaigns Excellent written and verbal communication skills The ideal candidate will be a creative thinker and will have the ambition to provide the best end-user experience in the asset management industry. Applicants should be able to collaborate with team members, lead by example and strive for continuous improvement. "Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age." Apply for this job

Our client, a leading international asset manager, is looking to recruit a Rates and FX Trader to join the trading desk in London. This individual will step into a trading environment that works closely with Portfolio Managers to provide significant input on market sentiment and trade execution. Key responsibilities: Execute trades across Developed Market Rates and FX - Futures, Sovereign Bonds, Interest Rate Swaps, Credit Default Swaps and Total Return Swaps Regularly communicate with Portfolio Managers to advise on market colour, portfolio positioning and risk levels Monitor market activity to ensure best execution at all times Actively contribute to the global fixed income investment process Develop and maintain good working relationships with brokers, ensuring highest standard of professionalism and service Experience & Skills required: Minimum 3 years' trading experience at a buy-side or sell-side institution Trading expertise in Rates and/or FX Working towards CFA preferred Excellent IT skills: Excel, Bloomberg and trading platforms Good team player who is able to work within a highly collaborative working environment Confident, articulate with the ability to thrive under pressure Apply for this job

Our client is a highly regarded Wealth Manager with over £15 billion assets under management. This is a newly created position working as an Investment Manager in the discretionary investment management business which applies the House Strategy to a range of risk graded portfolio models and offers this to financial advisers. Key Responsibilities: Day to day management of model-driven portfolios on a multi-asset class basis Linking risk profile to investment solution Strategic and tactical asset allocation Fund research and stock selection Risk and oversight governance Ideal Profile: 6-10 years relevant investment experience working in the UK private client arena Good direct stock picking experience and multi-asset class knowledge across different markets Understanding of the macro-economic environment and ability to translate this view into portfolio of investments Ability to work under pressure Excellent attention to detail Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

A prestigious investment management firm is searching for a Senior Marketing Manager to join them in a newly created role in their Global Marketing team. Our client is looking for a candidate who is a strategic thinker and can bring a new edge to the business with their ideas and background experience. The role will be responsible for developing and executing strategic marketing plans across Europe. Key accountabilities include: Responsible for developing and delivering the marketing strategy for Europe, working closely with regional channel managers. Deliver new product propositions and assist stakeholders with new product demands. Preparing and evaluating marketing and campaign plans. Work with the wider marketing team to localise investment content for relevant audiences in the region. Ensuring compliance with current regulation on all marketing materials and promotions. The successful candidate will have European marketing experience and good knowledge of digital marketing. European languages (German/Italian) would be beneficial and experience in the investment management industry is essential. Apply for this job

A boutique placement agent is looking to build out their team with the addition of a seasoned Sales Director with a track record in fundraising for private credit and private equity. With connections to the best private capital funds out there, they are looking for someone with high-quality, strong relationships with institutional investors. A fast-growing placement agency is now looking to build out their Sales team with the addition of a strong Sales candidate with extensive experience in fundraising for private capital. This firm has an exceptional network with some of the best private markets funds and is now looking for quality investors and relationships to build on their existing success. You will be responsible for identifying and retaining relationships with institutional clients. This includes: Driving sales and growth for the firm, independently generating business across a broad range of credible investor types regardless of region. Able to take ownership and autonomy, successfully raising capital and retaining investors. Proven, quality, and long-term relationships with institutional and family office investors. Managing the Sales pipeline effectively, regularly cross-selling, and identifying new opportunities to raise capital. Independently execute the Sales priorities and activities, including leveraging existing networks to raise capital across a variety of alternatives funds. The ideal candidate will have: Strong primary relationships across Europe, Middle East, and Asia focused on institutional investors and/or family offices. A demonstrated track record in fundraising in the alternatives space, at least 10 years of industry experience. Comprehensive understanding of private equity and private debt funds. A background in a placement agency or alternatives firm is highly advantageous. This team has a high-performing culture with ambitions to grow; they are looking for a seasoned Sales professional with tenured Sales experience in the industry. They are looking for an autonomous and successful candidate who is passionate about Sales and is eager to join a firm where they have the independence to add value.

A leading global investment management firm is seeking a talented and experienced Funds Lawyer to join our legal team and support their existing and growing portfolio of investment funds . This is an excellent opportunity for an experienced candidate to enter an established team and take on a leadership position. Key Responsibilities: Provide expert SME legal advice on fund formation, structuring, and governance . Assist in drafting, negotiating, and reviewing fund documents , including prospectuses, offering memoranda and partnership agreements. Ensure firm's fund suit c omplies with applicable global and regional regulations and other relevant jurisdictions . Monitor regulatory changes and updates and advise on their impact on the firm's fund operations Conduct legal due diligence for new fund launches, acquisitions, and merges. Identify and mitigate potential legal risks associated with fund operations. Prepare and maintain accurate legal documentation and records for all fund-related activities. Ensure all fund filings and regulatory reports are completed accurately and on time. Review and negotiate service provider agreements, investment management agreements, and other fund-related contracts. Act as lead transaction counsel on deals , managing transaction execution and reviewing / negotiating a full range of deal documentation. Take responsibility for any disputes in relations to fund operations, as well as investor disputes and regulatory enquires . Candidate Profile: Professional background will include previous post-admission experience of 3-6 years , with the majority spent at a leading international law firm or in-house at an asset management firm . In-house secondments are an advantage but not a prerequisite. Strong understanding of fund structures , i nvestment products, and relevant regulations (Investment Company Act, Investment Advisers Act, AIFMD, UCITS, OEICS etc.) Strong technical legal and commercial skills and experience advising portfolio managers . Ability to oversee and effectively manage external counsel and internal stakeholders . Strong organisation and communication skills. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

We have an exciting new opportunity with a prestigious global asset manager, who are seeking an RFP Specialist to join their London office. The RFP Specialist will take responsibility for the following: Be the key contact with regard to RFPs, RFIs and DDQ queries. Support the team with writing and responding to RFPs and DDQs. Work closely with internal teams to draft and produce high-quality and persuasive responses. Responsible for management of consultant and content databases. The RFP Specialist will meet the following skillset: Minimum 5 years' experience in RFP within asset management. Strong understanding across asset classes, with knowledge of fixed income especially desirable. Self-motivated and excellent ability to work independently, as well as part of a team. Knowledge of RFP content databases and consultant databases. This is a perfect opportunity for an enthusiastic RFP professional looking to propel their career in a well-established asset management business. If you believe your experience meets the criteria of an RFP Specialist , please apply with a copy of your CV. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV.

A leading long-only multi-asset investment manager is looking for a talented junior candidate to join their Product team as a Senior Product Analyst on a FTC contract . This is an excellent opportunity for a candidate wishing to enter a role at a reputable firm and gain exposure across product management and governance lifecycles. Key Responsibilities: Support ongoing product management and assist the wider team on new fund initiatives and changes relating to existing funds and governance updates. Establish a sound understanding of fund feeds and ensure the timely publication of financial statements. Review regulatory documents and third party publications to ensure accuracy. Become an SME across all fund ranges, covering vehicles such as UK & Lux UCITS. Assist with fund queries from internal and external stakeholders (compliance, operations, legal, fund administrators). Candidate Profile: 2-3 yrs' experience in a fund role. Strong understanding of regulatory documents such as KIDs, KIIDs & EMTs. Strong academic background. Apply for this job

Institutional Client Relationship Director German-speaker Job details Location London Date Posted 24 February 2025 Category Distribution Job Type Permanent Job ID Description We have been mandated on an exciting position with a leading global asset manager . They are seeking an experienced German-speaking Institutional Client Relationship Director to join their team in London. Key Responsibilities: Develop and maintain strong relationships with a portfolio of Institutional clients and act as the first point of contact . Display an acute understanding of clients' decision-making processes and long-term objectives and provide high level technical support , answer queries and identify opportunities and threats . Identify leads and sales opportunities with the aim to maximise revenue. Display technical knowledge in areas such as the company's products, brand, services and competitors. Develop knowledge of the current investment market , economic issues and views, to be able to discuss solutions with clients and consultants. Liaise closely with internal stakeholders such as Sales, Marketing, Product & Operations to communicate client updates and resolve issues . Candidate Profile: Business fluency in German essential. Minimum 8 years' experience in a Relationship Management/Client Services position within investment management. Strong technical knowledge of Fixed Income strategies. Ability to build strong relationships with external clients/contacts across all levels. Highly organised, proactive and ability to work on own initiative. IMC and/or CFA/MBA highly desirable. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

A global investment management firm is looking for an experienced RFP Writer for an initial 6 month contract role. This role communicates with sales, product and marketing specialists, with exposure to the firm's full product range. The successful candidate will be responsible for: Ensuring the products are accurately reflected with key consultants, writing new content and editing investment pieces Writing request for proposals for potential clients Participate in RFP team initiatives and projects where appropriate Proactively help the team and mentor junior team members This position is ideal for a professional RFP contractor with previous experience working in RFP roles with investment management firms. Our client is looking for a candidate with strong writing skills and high attention to detail to produce accurate content and add value for the targeted audience. "Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age." Apply for this job

We are currently working with a dynamic investment management house in their search for a Marketing Manager to join their collaborative team. Reporting to the Head of Marketing, the Marketing Manager will take responsibility for the following duties: Providing knowledge and leading campaigns, for both traditional and digital forms of marketing. Creation and development of content and strategy to make for an exciting sales narrative. Working closely with both the sales and investment teams to ensure all aspects marketing projects are met. Planning and coordination of email marketing, social media and webinars. Liaising with both internal and external stakeholders to uphold key relationships. The Marketing Manager will meet the following skillset: Minimum 5 years' experience in marketing within the investment management industry. Excellent knowledge surrounding marketing campaigns and strategic marketing toward Institutional investors. Ability to create solid relationships and work collaboratively with key stakeholders. Knowledge of content management systems, CRM systems, reporting tools and VC systems. This is an ideal opportunity for an ambitious Marketing professional looking to propel their career in a fast-growing and distinctive investment management business. The company offers strong progression paths and excellent benefits including a competitive bonus structure. If you believe your experience meets the criteria of Marketing Manager , please apply with a copy of your CV. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV. "Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age." Apply for this job

A prestigious global investment manager is looking to hire a Client Services Executive to join their team on a permanent basis. The role best suits candidates with a work history in client services and operations. The Client Services Executive will take responsibility for the following duties: Work closely and support the Client Service Manager in the servicing of assigned client relationships. Conducting analysis, initiating investigations and responding to internal and external ad-hoc inquiries. Act as a point of contact for various groups within client and consultant organizations. Understanding of the regulatory landscape and how it impacts the services we deliver to clients and prospects. Participation in in-house client and consultant meetings and conference calls as appropriate. The Client Services Executive will meet the following skillset: Relevant experience in client services within the investment management industry. Degree educated, preferable in finance or business. Passionate and knowledgeable about capital markets and investment strategies. Strong communication and organisational skills. Positive attitude towards problem-solving. Client-focused outlook is essential. Fluent in a European language would be desirable but is not essential. If you believe your experience meets the criteria of Client Services Executive , please apply with a copy of your CV. Note that this is a highly competitive position. We receive a high volume of applications and cannot respond to each CV. "Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age." Apply for this job

Associate Director, Product Development & Management UCITS & OEICs Job details Location London Date Posted 8 September 2024 Category Distribution Job Type Permanent Job ID Description A global, top tier asset management firm is seeking a bright and ambitious individual to join their Product team as a Product Development Manager . You will partner with Investments, Distribution, and Legal to launch and implement new investment products, managing the funds throughout the entire lifecycle , own the governance, and present to boards and committees where appropriate . Key Responsibilities: Lead the development and enhancement of UCITS & OEIC products, including product design, structuring, and documentation. Identify market opportunities that ensure the needs and expectations of identified customer groups are met . Oversee the preparation of marketing materials , prospectuses, and investor documentation. Work with internal stakeholders to ensure all products comply with relevant regulations and guidelines , maintaining up-to-date knowledge of regulatory changes and implementing necessary adjustments. Handle the design and delivery of product initiatives to agreed timescales and budgets . Manage & monitor the existing range of fund products and coordinate changes, merges, liquidations, rationalisations etc. where necessary. Maintain a strong awareness of relevant market activity and work closely with colleagues to develop ideas that contribute to the future strategic direction of the business . Provide technical expertise to internal stakeholders about product structures and processes. Candidate Profile: 6 years' minimum experience in a Product role within asset management . Candidates with experience in Project Management/Product Delivery/Implementation will also be considered. IMC, CFA or similar qualification is preferable. Knowledge of product and proposition design as well as a technical knowledge of pooled product structures including UCITS and non-UCITS structures . International asset management industry knowledge with extensive knowledge of investment products. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age. Apply for this job

An exciting opportunity has arisen to join a well-established investment consultancy firm, looking for an experienced Operational Due Diligence (ODD) Analyst to join their London office. This role offers a competitive salary, hybrid working, and great scope for progression. The ODD Analyst will take responsibility for the following duties: Responsible for assessment of alternative investment funds and managers across a diverse range of asset classes. Create comprehensive reports evaluating operational risks, in line with client deadlines. Conduct onsite meetings with investment firms to review operational risks and controls. Be a point of contact with regards to ODD queries. Guide junior members within the team in the ODD process. Contribute towards business development activities, client newsletters, and other company projects. The ODD Analyst will meet the following skillset: 3+ years' experience within an ODD role. Experience within Hedge Funds, Private Equity, or Real Estate. Confident and articulate with strong communication skills. Highly motivated and hard-working individual. If you believe your experience meets the criteria of an ODD Analyst , please apply with a copy of your CV. Note, this is a highly competitive position. We receive a high volume of applications and are unable to respond to each CV. Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief, or age. Apply for this job