Role Overview:
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.
Requirements & Qualifications:
- 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.
Founded in 2018, Laz Partners is an executive search firm specializing in talent acquisition for portfolio management and research roles.
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Contact Detail:
Laz Partners Recruiting Team