At a Glance
- Tasks: Engage with high-net-worth clients, discussing trade ideas and investment strategies.
- Company: Join a leading Tier-1 Alternative Investment Manager with a stellar track record.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and collaboration.
- Why this job: Be part of a respected advisory platform with a strong culture and ambitious growth plans.
- Qualifications: 8-15 years in investment roles, strong fixed income knowledge, and excellent client-facing skills required.
- Other info: This role offers high visibility and significant impact within the firm.
The predicted salary is between 72000 - 108000 £ per year.
We have partnered with a Tier-1 Alternative Investment Manager (150bn AUM) looking to hire a Senior Cross-Asset Investment Advisor to join their highly successful team in London. This is a high-profile, senior role (Director level), focused on discussing trade ideas and the most effective expressions of views with a sophisticated client base, predominantly HNW/UHNW and institutional clients. Our client has a long-term track record of excellent investment performance, substantial recent AUM growth, and strong profitability, with ambitious growth plans ahead.
The ideal candidate will have a strong fixed income background (as a discretionary portfolio manager, investment advisor, trader, or risk-taker) with additional experience in cross-asset or structured products being a plus. The client base is typically sophisticated, and trades often involve multi-layered structures, including derivatives on complex instruments. The firm's advisory platform is highly respected, with an excellent culture, attracting talent from top-tier institutional asset managers, hedge funds, and sell-side institutions.
Key Responsibilities:- Discuss trade ideas and investment recommendations across fixed income and other asset classes with a wide range of clients.
- Deliver market insights and trade ideas (both tactical and long-term) to HNW/UHNW clients, based on their risk appetite.
- Leverage the firm’s research capabilities and house views to develop high-conviction trade ideas.
- Collaborate with senior leadership, including the CEO and portfolio management teams, to ensure top-tier service and investment performance.
- Provide proactive investment guidance, continuously optimizing client positions.
- Proactive, hands-on mentality, with ability to thrive in a high-touch, client-facing environment, identifying risks and opportunities in real time.
- 8-15 years of experience in buy-side or sell-side risk-taking or client advisory roles.
- Strong knowledge of fixed income or cross-asset markets, with demonstrated ability to generate strong investment returns while prioritizing capital preservation.
- Experience in trade and portfolio execution is a key requirement.
- Excellent client-facing skills, with confidence and gravitas to interact with sophisticated and legacy HNW/UHNW clients.
- Ability to articulate trade recommendations clearly and effectively.
- Global mindset, capable of providing diversified investment perspectives beyond local markets.
This is a unique opportunity to join a firm with an exceptional track record and recent growth, offering high visibility and significant impact.
Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office employer: Laz Partners
Contact Detail:
Laz Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office
✨Tip Number 1
Network with professionals in the investment advisory space, especially those who have experience with HNW/UHNW clients. Attend industry events or webinars where you can meet potential colleagues or mentors who can provide insights into the role and the firm.
✨Tip Number 2
Stay updated on current market trends and developments in fixed income and cross-asset markets. Being well-informed will not only help you in discussions but also demonstrate your proactive approach to potential employers.
✨Tip Number 3
Prepare to discuss specific trade ideas and investment strategies during interviews. Having a few well-thought-out examples ready will showcase your expertise and ability to generate strong investment returns.
✨Tip Number 4
Familiarise yourself with the firm's culture and values. Understanding their approach to client relationships and investment philosophy will allow you to tailor your conversations and demonstrate that you're a good fit for their team.
We think you need these skills to ace Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in fixed income and cross-asset markets. Emphasise your client-facing roles and any achievements that demonstrate your ability to generate strong investment returns.
Craft a Compelling Cover Letter: In your cover letter, discuss your proactive approach and hands-on mentality. Mention specific examples of how you've successfully advised HNW/UHNW clients and delivered market insights.
Showcase Your Market Knowledge: Demonstrate your understanding of current market trends and investment strategies in your application. This could include mentioning recent trade ideas or market insights that align with the firm's focus.
Highlight Collaboration Skills: Since the role involves working closely with senior leadership, emphasise your experience collaborating with teams. Provide examples of how you've worked with portfolio management teams to optimise client positions.
How to prepare for a job interview at Laz Partners
✨Showcase Your Expertise
Make sure to highlight your extensive experience in fixed income and cross-asset markets. Be prepared to discuss specific trade ideas you've successfully executed and how they align with the firm's investment philosophy.
✨Understand the Client Base
Familiarise yourself with the characteristics of HNW/UHNW and institutional clients. Demonstrating an understanding of their unique needs and how you can provide tailored investment solutions will set you apart.
✨Communicate Clearly
Practice articulating complex trade recommendations in a clear and concise manner. The ability to simplify intricate concepts will be crucial when discussing strategies with sophisticated clients.
✨Demonstrate Proactivity
Prepare examples that showcase your proactive approach in identifying risks and opportunities. Highlight instances where your hands-on mentality led to successful outcomes for clients, especially in high-pressure situations.