Jonathan Griffiths

Investment Product Manager (Investment Specialist) @Ebi

Birmingham, GB

Current role as an Investment Specialist at a sustainability-focused discretionary investment manager, focused on:• Investment content creation - webinars, presentations, brochures, and press releases• Investment analysis - portfolio construction, bespoke strategy analysis, and competitor research• Technical client management for an advisory-focused client base, including regular meetings• Frequent contributor of investment-focused articles and content to a range of financial publications, including: FT Adviser, Professional Adviser, Portfolio Adviser, PA Future• Regular guest on leading financial podcasts and interview series, including Money Marketing, PA Future, Octo, NextGen Planners and the FT Adviser podcast• Effective line management for two team members• Member of ebi\'s Investment Committee, and Executive Committee attendee• SM & CR Certified (Client Dealing and Managing Investments), Financial Services Register number: JXG00711