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- Tasks: Support equity strategies and engage with clients to drive business growth.
- Company: Leading global asset manager with a high-performing Equities team.
- Benefits: Competitive salary based on skills, plus opportunities for professional development.
- Why this job: Join a dynamic team and make an impact in investment management.
- Qualifications: 5-8 years of investment experience with strong communication skills.
- Other info: Fast-paced environment with opportunities for collaboration and career growth.
The predicted salary is between 36000 - 60000 £ per year.
We’re partnering with a leading global asset manager to appoint a dynamic Investment Specialist to join their high-performing Equities team. This role offers the opportunity to sit at the intersection of investment management, product development, and client engagement, driving the commercial success of sophisticated equity strategies.
This position is ideal for an experienced investment professional (5-8 years) who enjoys combining market insight, communication, and client interaction. You’ll work alongside portfolio managers and investment directors to represent a range of equity strategies, helping to shape messaging, respond to client queries, and support business development initiatives. Your remit will span from developing thought leadership content and producing fund updates to collaborating across product, marketing, and sales teams to ensure that investment capabilities are clearly articulated and effectively positioned in the market.
Key Responsibilities- Represent and support a series of equity strategies, ensuring clear communication of performance, positioning, and key themes.
- Develop engaging and compliant investment materials, reports, and presentations for clients and internal stakeholders.
- Work closely with portfolio managers and investment directors to coordinate updates, manage fund-related queries, and support RFP processes.
- Translate complex investment ideas into compelling, client-ready messaging across multiple formats.
- Contribute to client engagement activity and play a proactive role in driving business growth opportunities.
- Collaborate with colleagues globally to ensure timely and high-quality delivery of materials and insights.
5 - 8 years experience as an investment specialist who thrives in a collaborative and fast-paced environment. You combine technical expertise with strong communication skills and a genuine passion for connecting investors with compelling equity solutions.
Essential skills and experience- Solid investment knowledge, ideally with CFA qualification or currently studying.
- Proven experience in client-facing investment specialist roles, with a particular focus on equities.
- Excellent written and verbal communication skills.
- Strong analytical and data interpretation abilities.
- High attention to detail and ability to manage multiple priorities under tight deadlines.
- Confident user of Excel, PowerPoint, and Word; familiarity with Bloomberg or Refinitiv is advantageous.
- Proactive mindset, independent thinker, and a strong team player.
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
Industries: Investment Management
Equities Investment Specialist employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Equities Investment Specialist
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who are already in roles similar to the Equities Investment Specialist. A friendly chat can lead to insider info about job openings or even referrals.
✨Tip Number 2
Prepare for interviews by brushing up on your market insights and equity strategies. We recommend creating a list of potential questions and practicing your responses. This will help you articulate your thoughts clearly and confidently during the interview.
✨Tip Number 3
Showcase your communication skills! When you get the chance to present your ideas or past experiences, make sure to translate complex investment concepts into simple, engaging messages. This is key for client-facing roles like the one you're aiming for.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Equities Investment Specialist
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Equities Investment Specialist role. Highlight your relevant experience, especially in client-facing roles and investment strategies. We want to see how your skills align with what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to showcase your passion for equities and your ability to communicate complex ideas clearly. Let us know why you’re excited about this opportunity and how you can contribute to our team.
Showcase Your Communication Skills: Since this role involves a lot of client interaction, make sure your written application reflects your strong communication skills. Use clear, concise language and avoid jargon where possible. We want to see how you can translate investment ideas into client-ready messaging!
Apply Through Our Website: Don’t forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re proactive and keen to join our team at StudySmarter!
How to prepare for a job interview at Leverton Search
✨Know Your Equities Inside Out
Make sure you brush up on the latest trends and insights in the equities market. Be prepared to discuss specific strategies and how they align with the company's goals. This shows your passion and expertise, which is crucial for an Investment Specialist role.
✨Craft Compelling Stories
Since you'll be translating complex investment ideas into client-ready messaging, practice articulating your thoughts clearly and engagingly. Use examples from your past experiences to demonstrate how you've successfully communicated investment strategies to clients.
✨Showcase Your Collaborative Spirit
This role requires working closely with portfolio managers and investment directors. Be ready to share examples of how you've collaborated in previous roles, highlighting your ability to work in a fast-paced environment while managing multiple priorities.
✨Prepare Thought Leadership Content
Think about how you can contribute to developing thought leadership materials. Bring along ideas or examples of reports or presentations you've created in the past that showcase your analytical skills and attention to detail. This will demonstrate your proactive mindset and readiness to drive business growth.
