I’m working with a long/short equities fund looking to appoint a technically strong Product Specialist who can operate at the intersection of the investment team, portfolio construction and institutional clients.

This is not a traditional sales or relationship-management position. The firm needs someone with genuine investment depth who can understand the strategy properly and represent the investment team credibly in front of sophisticated clients.

The role would suit someone who has spent the first five or six years of their career within portfolio construction, investment solutions, QIS, structuring or a technically focused product role and now wants significantly greater client exposure and front-office responsibility.

The role will involve:

1. Acting as a credible extension of the investment team in client meetings
2. Explaining portfolio positioning, performance and investment ideas
3. Discussing areas such as gross and net exposure, risk, sector positioning and performance attribution
4. Translating complex investment concepts into clear, commercially relevant discussions
5. Working closely with both the investment and client-facing teams
6. Helping clients understand the strategy and its role within a broader portfolio
7. Taking meaningful ownership of client relationships from an investment perspective

The ideal background:

1. Approximately five to six years’ experience, although level is flexible
2. Strong technical knowledge of investments and portfolio construction
3. Experience within QIS, structuring, investment solutions, portfolio analytics or technical product work
4. An understanding of equity long/short strategies would be particularly valuable
5. The ability to communicate complex investment ideas naturally and confidently
6. Comfortable engaging directly with sophisticated institutional clients
7. Commercially minded, without being a conventional sales-led profile

The fund would consider someone making their first move into a position like this, provided they have the technical credibility and personality to develop into a highly client-facing role.

This is an excellent opportunity for someone who enjoys the investment detail but wants to move beyond a purely quantitative, structuring or portfolio-focused position and gain considerably more visibility, ownership and client exposure within a long/short equities environment.

To apply, please send a copy of your Word CV to

mailto:fundmanagement@octaviusfinance.com