UBP - Groupe Union Bancaire Privée
in Paris, Ile-de-France
Permanent, Full time
Last application, 17 Jan 22
UBP - Groupe Union Bancaire Privée
in Paris, Ile-de-France
Permanent, Full time
Last application, 17 Jan 22

Office: French Management Company based in Paris.

Division: Institutional Clients

Department: Investment specialist

Reporting to: Head of Investment Specialist 


Goal of the specific function

The candidate in his Investment Specialist role will be the link between the portfolio managers and the sales teams.

The candidate will have a wide range of activities. Firstly, he will be asked to create and update all the marketing and reporting material for the range (with the IS team’s support function’s help).  He / She will promote the asset class through his/her ability to highlight the investment team’s DNA and our strategies’ key selling points to ensure effective knowledge transfer to sales. He / she will also be responsible for producing various though leadership pieces to support sales in their efforts in promoting our range. Through proper market intelligence he / she will suggest actions to sales who may have difficulties penetrating their markets. This is expected to drive sales’ dynamism by stimulating the local sales’ strategy per country.  We expect the candidate to have leading interpersonal skill which will help him grow quickly into the subtlety needed role to promote and drive the client facing activities on the asset class. He will equally have to co-operate with the investment team constructively to gain their trust. The candidate will also be listened to on topics such as product launches.    


Key responsibilities

  • Produce and update all Marketing material, including regular (e.g. monthly, quarterly) reports for mutual funds and mandates, presentations, bespoke reports.
  • Take a leading role in producing research material needed for conducting thought leadership pieces (white papers) needed to tease clients. 
  • Ensure our sales’ team knowledge on the asset class. 
  • Keep a watchful eye on process and the integrity of what we do versus what we say to our external clients.
  • Lead the market intelligence to bring value added support to sales leading them to increase penetration of new markets. 
  • Be the preferred partner for client calls and roadshows where requested.
  • Interact with all other internal channels within AM to ensure a fluid business flow. (Including RFP, Fund creation, reporting teams, legal and compliance etc).
  • Lead the way of the range management.



  • Confirmed experience (> 5  years)
  • Complete Fluency in English and French other language is a plus. Strong written communication and presentation skills.
  • Excellent understanding of financial markets and specifically convertible bonds.
  • Driven and capacity to work under serious pressure.
  • High level of independency, initiative, reliability, innovation and integrity
  • Excellence in powerpoint writing, message delivering, excellent capacity to work with excel.

Open mind and team orientation -Be open to other’s ideas / Balance personal & team interests / Express opinion and criticism in a constructive way

Innovation and development - Seek opportunities to improve the existing / Be a continuous learner / Adopt change with a positive attitude

Professional business culture- Think in ‘Problem-Action-Results’ terms / Walk the extra mile / Be proactive and driven / Show strong client service ethic / Build lasting client relationships

Quality, internal & external regulations- Consistently comply with internal & external regulations / Seek opportunities to improve quality in all features of the work environment

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