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Investment specialist apprentice m/f

Dublin
Crédit Agricole Group
Investment specialist
Posted: 14h ago
Offer description

What you will be responsible for
The Investment specialists team drives the commercial activity for all the funds managed within the perimeter of the Equities business line, engaging with sales, clients and other internal stakeholders.
Produce high quality portfolio reporting in conjunction with the rest of the IS team
Work with both IS team and Marketing team to create and maintain a high standard of marketing collateral
Work with the RFP team to communicate investment related to clients and sales
Articulate the message around product characteristics, investment process and capabilities under coverage, with the ability to summarise key product messages and adapt presentations to different audiences and client typologies
Contribute to the creation of investment communications content to support the marketing and distribution of the company's products and services – including but not limited to white papers, ad-hoc focus or opinion pieces, presentation material and regular commentaries etc..
.
Assist sales with ad-hoc requests for information about the strategies under coverage
Drive client pitch - including the analysis of client requirements, guide strategy choice, guide and where necessary provide RFP content and deliver pitch presentation
Support internal management communication around key business initiatives and updates
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