Investment Specialist

Dubizzle Limited; Greater London; Hybrid; GBP 80,000 - 100,000; Full time

Job summary

A leading financial data provider in the UK seeks an Investment Specialist to enhance client outcomes through expert insights. This role engages in client meetings, presents investment strategies, and collaborates with analysts and portfolio managers. Candidates should have solid experience in wealth management and knowledge of regulatory frameworks. Benefits include generous leave, private health insurance, and professional development opportunities in a hybrid working environment.

Benefits

25 days annual leave

Enhanced parental leave

Pension scheme

Sponsored learning and development

Private medical insurance

Discounted gym memberships

Bike to Work scheme

Eye care and flu jab services

Qualifications

• Experience in key investment areas like equities, bonds, and commodities.
• Solid background in wealth management or financial advice.
• Strong knowledge of IFA and MPS marketplace.

Responsibilities

• Represent the investment team in client meetings.
• Present investment strategies at events and seminars.
• Collaborate with analysts and portfolio managers.

Skills

Investment analysis

Wealth management experience

Knowledge of IFA and MPS marketplace

Regulatory compliance

Client engagement

Tools

FEA

Bloomberg

Power BI

Salesforce

Aladdin

Job description

Step into a role where your investment expertise directly shapes client outcomes and drives meaningful growth across a dynamic portfolio landscape.

This opportunity places you at the heart of a high‑performing investment team, where your insights will influence client decisions, support strategic growth, and strengthen adviser engagement across the UK. You’ll collaborate closely with analysts, portfolio managers, and sales professionals, gaining exposure to a wide range of asset classes and investment strategies. With regular involvement in client meetings, industry events, and cross‑functional initiatives, you’ll enhance your professional profile while contributing to innovative solutions that help advisers navigate markets with confidence.

Your key responsibilities as an Investment Specialist will include:

• Representing the investment team in client meetings and sales pitches, acting as a subject matter expert.
• Presenting the investment process and market views at client events, conferences, and seminars.
• Collaborating with analysts and portfolio managers to communicate investment strategies and updates to internal teams and clients.
• Producing clear and engaging materials that explain the house view across asset classes and market conditions.
• Supporting the sales and account management teams with training to strengthen their understanding of portfolios and financial markets.
• Responding to client queries and contributing to RFPs, presentations, and supporting documentation.

You will need the following experience and skills to join us as an Investment Specialist:

• You must have experience across key investment areas such as equities, bonds, commodities, economics, or investment theory.
• You should have solid experience in wealth management, investment management, financial advice, or fund and securities analysis.
• You will bring strong knowledge of the IFA and MPS marketplace.
• You must have experience working within regulatory and compliance frameworks.
• You will ideally have familiarity with tools such as FEA, Bloomberg, Power BI, Salesforce, or Aladdin (not mandatory).

FE fundinfo is a leading financial data provider, connecting the investment industry across the UK, Europe, and Asia-Pacific through an integrated platform. Our skilled team empowers clients with data‑driven insights, making the industry Navigate Complexity with Confidence!

You’ll join a collaborative and forward‑thinking environment where knowledge‑sharing, continuous learning, and cross‑team partnership are part of everyday life. Our hybrid working approach supports flexibility, while regular team events, professional development opportunities, and a culture that values new ideas create a workplace where you can thrive and grow.

Benefits:

• 25 days of annual leave with the option to buy an extra 5 days each year.
• Benefit from enhanced paternity, maternity, and shared parental leave.
• Secure your future with our pension scheme.
• Advance your career with sponsored learning and development, including formal qualifications.
• Private medical insurance as employee wellbeing matters.
• Stay fit with discounted gym memberships.
• Take advantage of the Bike to Work scheme for eco‑friendly commuting.
• Keep your eyes sharp with eye care and flu jab services.

Apply now and we'll aim to get back to you with feedback within 5 working days.