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For Companies At a Glance
- Tasks: Discuss trade ideas and investment recommendations with sophisticated clients.
- Company: Join a Tier-1 Alternative Investment Manager with a strong track record and ambitious growth plans.
- Benefits: Enjoy a respected advisory platform and a collaborative working culture.
- Why this job: Make a significant impact in a high-profile role with top-tier clients and extensive research support.
- Qualifications: 10+ years in investment roles, strong fixed income knowledge, and excellent client management skills required.
- Other info: Opportunity for high visibility and influence within a successful investment team.
The predicted salary is between 72000 - 108000 £ per year.
Job Description
Role Overview:
We have partnered with a Tier-1 Alternative Investment Manager (150bn AUM) looking to hire a Senior Cross-Asset Investment Strategist/Advisor 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.
Our client has a long-term track record of excellent investment performance, substantial recent AUM growth, strong profitability, with ambitious growth plans ahead.
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 on more sophisticated instruments might be used.
The firm's advisory platform is highly respected, and there is an excellent working culture, with many people across the investment team joining 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 trade ideas (tactical and longer-term), based on risk-appetite
- Leverage the firm’s extensive research capabilities and house views to develop high-conviction trade ideas.
- Work closely with senior leadership, including 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.
Senior Investment Strategist employer: Laz Partners
Contact Detail:
Laz Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Investment Strategist
✨Tip Number 1
Network with professionals in the investment management industry, especially those who have experience with alternative investments. 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 strategies. Being well-informed will not only help you in interviews but also demonstrate your proactive approach and ability to provide valuable insights to clients.
✨Tip Number 3
Prepare to discuss specific trade ideas and investment strategies during interviews. Be ready to articulate your thought process and how you would leverage the firm's research capabilities to generate high-conviction trade ideas for sophisticated clients.
✨Tip Number 4
Highlight your client-facing experience and ability to build relationships with HNW/UHNW and institutional clients. Share examples of how you've successfully managed client expectations and delivered tailored investment solutions in previous roles.
We think you need these skills to ace Senior Investment Strategist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in fixed income and cross-asset markets. Emphasize any roles where you've successfully generated investment returns and worked with sophisticated clients.
Craft a Compelling Cover Letter: In your cover letter, discuss your passion for investment strategy and your ability to articulate trade recommendations. Mention specific examples of how you've provided proactive investment guidance in previous roles.
Showcase Client-Facing Experience: Highlight your client-facing experience, particularly with HNW/UHNW and institutional clients. Provide examples that demonstrate your confidence and ability to manage relationships effectively.
Demonstrate Global Perspective: Illustrate your global mindset by discussing experiences where you’ve thought beyond local markets. Share insights on how you can provide diversified investment perspectives to the firm’s clients.
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.
✨Engage with Sophisticated Clients
Since you'll be working with HNW/UHNW and institutional clients, practice articulating complex investment strategies clearly and confidently. Prepare examples of how you've effectively communicated with sophisticated investors in previous roles.
✨Demonstrate Proactive Thinking
Emphasize your proactive approach to identifying risks and opportunities. Share instances where you provided timely investment guidance that optimized client positions, showcasing your hands-on mentality.
✨Leverage Research Capabilities
Familiarize yourself with the firm's research capabilities and house views. Be ready to discuss how you would leverage these resources to develop high-conviction trade ideas that align with client risk appetites.
