Portfolio Specialist at Discovery: Innovative Investment Writing Role with Growth Potential

The Portfolio Specialist position at Discovery is a permanent role within the investment communications space. Although remuneration details are not specified, the focus is on experienced professionals with a degree in communications, English, or economics, and preferably a CFA or study towards it. Candidates should have at least seven years in technical marketing or investment writing, offering the chance to play a key part in shaping client-facing reporting and commentary.

Responsibilities and Daily Tasks

This position is integral in producing monthly and quarterly investment reports, ensuring clients are kept informed with strategy briefs, performance updates, and tailored insights. Day-to-day tasks involve collaborating with portfolio managers, supporting thought leadership, and developing marketing materials for new initiatives.

Written communication is at the core; drafting, editing, and proofing text for various client segments. Stakeholder interaction includes working with BlackRock and RisCura teams, as well as Discovery’s own leadership and operations departments.

You are also expected to help design presentations and campaign collateral, customising content for both retail and institutional clients. The ability to keep up with current market and political events is essential for relevant commentary.

Ultimately, the role merges finance expertise with marketing creativity, offering exposure to top global asset managers and the most advanced investment modelling technology.

Vorteile

Working within Discovery Invest’s innovative team means exposure to global best practice and cutting-edge technology. Cogence, as a unique business unit, encourages creativity and personal growth.

The diverse nature of the portfolio specialist role ensures that no two days are the same, providing a stimulating career for those with a passion for investment communication.

Nachteile

The high level of responsibility comes with demanding deadlines for reporting and an expectation to produce high-quality content under pressure. The learning curve can be steep, particularly for those with less experience.

Additionally, constant collaboration across several teams may be challenging for those seeking a quieter or more isolated work environment.

Urteil

If you have proven expertise, strong editorial skills, and a proactive attitude, this Portfolio Specialist position offers rewarding challenges. The role is ideal for professionals who enjoy both analytical and creative tasks within a high-performing environment, making it an exciting step for those eager to advance their career in investment marketing.