Investment Specialist, Americas

7 days left

Scientific Beta
Boston, USA
According to qualification and experience
05 May 2022
04 Jun 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Scientific Beta

As part of its policy of transferring know-how to the investment industry, EDHEC-Risk Institute (part of EDHEC Business School) established Scientific Beta as an autonomous company in 2012. In its original form, Scientific Beta aimed to foster the adoption of the latest advances in smart beta design and implementation by the investment industry.

The company has since evolved to being the one of the most trusted sources of scientific investment insights and robust institutional index solutions for the ultimate benefit of asset owners. The company offers both core index solutions - single factor and multi-factor indices, low carbon and ESG indices, and macroeconomic factor equity indices - for asset owners and satellite index solutions for asset owners via asset management partnerships.

In 2020, the Singapore Exchange (SGX) acquired a majority stake in Scientific Beta. SGX continues to maintain the strong collaboration with EDHEC Business School, in addition to the principles of independent, empirical-based academic research, that has benefited Scientific Beta's development to date.

As at the end of 2021, assets tracking Scientific Beta indices were in excess of USD 60 billion. In 2022, Scientific Beta was recognised as the world's "Best Specialist ESG Index Provider" at the ESG Investing Awards by an independent jury of ESG professionals. For more information about Scientific Beta, please visit

To strengthen its business development efforts in the Americas, Scientific Beta is seeking to recruit an experienced and academic Investment Specialist. The successful candidate will support the Business Development team in building the company's profile and help cultivate new business with asset owners, asset managers, and consultants.

Main tasks:

Member of the Investment Specialist team within Business Development, reporting to the local Business Development Director for North America, and responsible for technical sales support in growing business with both asset owners (for core index solutions) and asset managers (for satellite index solutions), in addition to consultants, primarily across the United States of America and Canada (in addition to South America, as needed).

The successful candidate will be required to present the company's products in client meetings, finals presentations, webinars, and local conferences to knowledgeable audiences and must be able to demonstrate previous experience and success in operating at a relatively senior level within an asset manager, index provider, or reputable financial institution.

Education and Experience:

At least 10 years of investment specialist (client portfolio management/ product specialist) experience with an asset management firm or index provider.

Strong technical capability and understanding of single factor and multi-factor indices, low carbon and ESG indices, and macroeconomic factor equity indices.

The candidate needs to have very strong academic qualifications (ideally to PhD level on a financial topic) and relevant investment credentials e.g. CFA or CAIA.

Skills and Attitudes:

Strong presenter with the ability to convey complex quantitative ideas to a range of audiences, from one-on-one meetings with institutional prospects to a 300+ audience of conference attendees.

Strong desire to help build a business and implement a sales strategy in close collaboration with Business Development to drive growth across the Americas.

The ability to help build long-term relationships with asset owners, asset managers, and consultants through a consultative and sophisticated approach to sales.

An entrepreneurial mindset and a passion for solutions-based sales.

The position will be based in the USA (Boston, NYC, or Chicago). The right to work in the US is required.

Salary will be determined in accordance with the company's pay scale, based on the candidate's qualifications and experience.

To apply, please send your CV and a cover letter.

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