Career Insights: Insights into the investment specialist role

Alexandra Ober
Principal – Asset Management and Equities
Platinum Pacific Partners

Learn all about the role of Investment Specialist, a conduit between the investment and sales team and a technical point of contact for clients. Understand the essential skills necessary for this role, such as sound technical capabilities and great communication skills, and those most suited to this role, including investment analysts who are keen on more client interaction.

[ChaconC]

Thank you so much for the insightful information!
It is well-delivered and helpful.
This path is something that I want to pursue.