Polen is seeking an experienced Product Specialist in our London office. The Product Specialist will communicate the firm’s investment philosophy and process, investment strategies, and performance to clients, prospective clients, and consultants. The Product Specialist will focus on covering the Global Growth Strategy and the success of the role will be closely aligned to the growth of the Global strategy. However the successful candidate will also be required to understand and convey messages across the entire range of Polen strategies as required.

Responsibilities

  • Communicate and deliver the firm’s investment philosophy and process, investment strategies, and performance to clients, prospective clients, and consultants
  • Develop and maintain a full technical understanding of Polen’s Global Growth and other investment strategies
  • Pitch and present to a variety of clients and prospects ranging from one-on-one meetings to conference mainstage presentations across Advisor, Consultant, and Institutional channels
  • Act as primary point of contact between Investment Teams and clients and prospects
  • Build and maintain partnerships across Distribution, Marketing and Investment Teams to share knowledge, provide market insights, deliver actionable recommendations, assist in the execution of distribution and clientservice plans, and capitalize on company strengths
  • Work with key partners to develop, refine and execute a strategy which includes messaging and productpositioning
    Contribute to creating effective client and marketing materials
  • Develop acute understanding of client expectations and goals
  • Maintain a detailed pulse on marketplace changes, competitor perspectives, and industry trends
  • Share client and market feedback to assure alignment of interests specific to the Investment Team; ensure client-facing and marketing-facing communication integrity

Qualifications

  •  Bachelor’s degree in related field; Master’s degree preferred
  • CFA preferred
  • 10+ years of experience in a Product Specialist or Investment role
  • Strong acumen of equity markets
  • Robust command of global Investment industry and strategy knowledge
  • Significant prior experience speaking in front of large groups of sophisticated investors
  • Highly articulate; expresses thoughts in a clear and concise manner
  • Team player with the ability to work well with others toward common goals
  • Commitment to agility, continuous learning and improvement

Additional Information

Full-time employee
Location: London, UK
Up to 50% international travel required
UK Permanent Work Authorization required
Polen Capital is a ROWE (Results-Only Work Environment) offers competitive health benefits and annual individual training budgets

Instructions for Submitting Applications

Qualified candidates should submit their resume to jobs@polencapital.com.