Cross-Asset Client Investment Strategist
Cross-Asset Client Investment Strategist

Cross-Asset Client Investment Strategist

London Full-Time 72000 - 108000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Engage with sophisticated clients, discussing trade ideas and investment strategies across various asset classes.
  • Company: Join a Tier-1 Alternative Investment Manager known for excellent performance and ambitious growth plans.
  • Benefits: Enjoy a respected advisory platform, strong culture, and opportunities for professional development.
  • Why this job: Make a significant impact in a high-profile role with a focus on innovative investment solutions.
  • Qualifications: 10+ years in finance with strong fixed income knowledge and client-facing experience required.
  • Other info: Work closely with senior leadership and leverage extensive research capabilities.

The predicted salary is between 72000 - 108000 £ per year.

Cross-Asset Client Investment Strategist Senior Cross-Asset Client Investment Strategist Role Overview: We have partnered with a Tier-1 Alternative Investment Manager looking to hire a Senior Cross-Asset Investment Advisor/Strategist to join their highly successful team in London. This is a high-profile, senior role, with a focus on discussing trade ideas (and the most effective expressions of a view), to a sophisticated client base, ranging from HNW/UHNW to Institutional clients. The ideal candidate will have a strong fixed income background (as a trader/portfolio manager/strategist), with any additional experience in cross-asset or structured products being a big plus. The client base that this team works with is typically sophisticated, and many of the trades being discussed will typically have a multi-layered structure, where derivatives or more sophisticated instruments might be used. 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 firm\’s advisory platform is highly respected , and there is an excellent working culture, with many people across the investment team coming from top-tier institutional asset managers, hedge funds, and sell-side institutions. Key Responsibilities Actively discuss trade ideas and investment recommendations across fixed income and other asset classes to a sophisticated client base. Work directly with HNW/UHNW and institutional clients, delivering market insights and tailored investment solutions. Leverage the firm’s extensive research capabilities and house views to develop high-conviction trade ideas. Work closely with senior leadership, as well as the CEO and portfolio management teams, to ensure best-in-class service and investment performance for clients. Provide proactive, ongoing investment guidance, ensuring continuous optimization of client positions. Requirements & Qualifications: 10+ years in a buy-side or sell-side risk-taking or client advisory role. Strong fixed income or cross-asset markets knowledge, including previously demonstrated ability to generate strong investment returns (while prioritizing capital preservation) for clients, either in an advisory capacity, or as a trader or portfolio manager. Strong client-facing experience, with the confidence, ability, and gravitas to interact with sophisticated investors, while also having best-in-class client management skills. Strong ability to articulate trade recommendations and rationale to clients, clearly and effectively. Proactive and hands-on approach, with a strong ability to identify risks and investment opportunities in real time. Global mindset, with an ability to think beyond local markets and provide diversified investment perspectives. This is a unique opportunity to join a firm with an exceptional track record of investment performance and recent growth , in a role that offers high visibility and significant impact within the business. Seniority level Mid-Senior level Employment type Full-time Job function Finance and Sales #J-18808-Ljbffr

Cross-Asset Client Investment Strategist employer: Laz Partners

Join a prestigious Tier-1 Alternative Investment Manager in London, where you will thrive in a dynamic and collaborative work culture that values excellence and innovation. With a strong focus on employee growth and development, this firm offers unparalleled opportunities to engage with sophisticated clients and leverage extensive research capabilities, ensuring your contributions have a significant impact on investment performance. Experience the benefits of working in a high-profile role within a respected advisory platform that prioritises both client success and professional advancement.
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Contact Detail:

Laz Partners Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Cross-Asset Client Investment Strategist

✨Tip Number 1

Network with professionals in the investment management industry, especially those who have experience with cross-asset strategies. Attend industry conferences and seminars to meet potential colleagues and clients, as personal connections can often lead to job opportunities.

✨Tip Number 2

Stay updated on market trends and developments in fixed income and cross-asset products. Being well-informed will not only help you in interviews but also demonstrate your commitment and expertise to potential employers.

✨Tip Number 3

Prepare to discuss specific trade ideas and investment strategies during networking events or informational interviews. This will showcase your analytical skills and ability to think critically about market opportunities, which is crucial for a role like this.

✨Tip Number 4

Consider reaching out to current or former employees of the firm you're interested in. They can provide valuable insights into the company culture and expectations, helping you tailor your approach when applying through our website.

We think you need these skills to ace Cross-Asset Client Investment Strategist

Fixed Income Expertise
Cross-Asset Knowledge
Structured Products Experience
Client Advisory Skills
Trade Idea Generation
Market Insight Delivery
Investment Performance Analysis
Risk Identification
Client Management Skills
Effective Communication
Proactive Investment Guidance
Global Market Perspective
Relationship Building
Portfolio Management Experience

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in fixed income and cross-asset markets. Emphasise any roles where you've successfully generated investment returns or provided client advisory services.

Craft a Compelling Cover Letter: In your cover letter, discuss your understanding of sophisticated client needs and how your background aligns with the role. Mention specific examples of trade ideas you've developed or implemented in the past.

Showcase Client-Facing Experience: Clearly outline your client-facing experience in your application. Provide examples of how you've interacted with HNW/UHNW clients and institutional investors, demonstrating your ability to articulate complex investment strategies.

Highlight Research Skills: Mention any experience you have with leveraging research capabilities to develop investment strategies. This could include discussing how you've used market insights to inform your trade recommendations.

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 implemented in the past, demonstrating your ability to generate strong investment returns.

✨Understand the Client Base

Familiarise yourself with the types of clients you will be working with, such as HNW/UHNW individuals and institutional clients. Tailor your responses to show that you understand their unique needs and how to provide them with tailored investment solutions.

✨Articulate Clearly

Practice articulating your trade recommendations and the rationale behind them clearly and effectively. This role requires strong communication skills, so ensure you can explain complex concepts in a way that resonates with sophisticated investors.

✨Demonstrate Proactivity

Be ready to discuss how you identify risks and investment opportunities in real time. Share examples of how you've taken a proactive approach in previous roles to optimise client positions and deliver ongoing investment guidance.

Cross-Asset Client Investment Strategist
Laz Partners
Location: London
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  • Cross-Asset Client Investment Strategist

    London
    Full-Time
    72000 - 108000 £ / year (est.)
  • L

    Laz Partners

    50-100
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