Investment Strategist

Investment Strategist

Full-Time 43200 - 72000 £ / year (est.) No home office possible
Leverton Search

At a Glance

  • Tasks: Shape investment strategies and deliver insights on macroeconomic trends.
  • Company: Join a top global investment management firm in London.
  • Benefits: Competitive salary, equity opportunities, and a dynamic work environment.
  • Why this job: Make an impact by engaging with sophisticated investors and shaping market views.
  • Qualifications: 7+ years in investment strategy or macro research with strong communication skills.
  • Other info: Equity-focused recruitment process ensuring fairness for all applicants.

The predicted salary is between 43200 - 72000 £ per year.

We’re partnering with a highly regarded global investment management firm looking to hire an Investment Strategist to join their London-based Investment Management team. This is a high-impact role at the intersection of investment strategy, macro research, and client engagement, ideal for someone who enjoys shaping market views and communicating them to sophisticated investors.

The Role

As an Investment Strategist, you will play a key role in delivering macroeconomic, geopolitical, and portfolio strategy insights that inform asset allocation decisions and enhance investment conversations with clients and internal stakeholders. You will work closely with portfolio managers and investment teams while also acting as a trusted voice in client discussions, presentations, and market commentary.

Key Responsibilities

  • Represent the investment team in client meetings, reviews, and roadshows
  • Deliver market updates, strategy presentations, and portfolio positioning insights
  • Conduct analysis of global macroeconomic trends, market dynamics, and geopolitical developments
  • Contribute to Strategic & Tactical Asset Allocation discussions (SAA/TAA) and portfolio positioning
  • Produce investment commentary, market outlooks, and thought leadership pieces
  • Collaborate with portfolio managers, research teams, and client-facing teams to develop investment content
  • Support the articulation of the firm’s market views to clients and stakeholders

Ideal Candidate

  • 7+ years’ experience in investment strategy, macro research, multi-asset investing, or client portfolio management
  • Strong understanding of macroeconomics, asset allocation, financial markets, and portfolio construction
  • Exceptional communication and presentation skills, with the ability to translate complex investment ideas into clear narratives
  • Spanish language skills are advantageous

This position would suit someone who combines strong investment thinking with commercial awareness and client engagement. Due to the increased number of applications for this role, we will only respond to candidates whose experience most closely matches the criteria. At our company, we prioritise equity throughout the recruitment process. We are committed to ensuring fairness and equal opportunities for all applicants. If there is anything we can do to make the process more accessible to you, please let us know.

Investment Strategist employer: Leverton Search

Join a prestigious global investment management firm in London, where you will thrive in a dynamic work culture that values collaboration and innovation. As an Investment Strategist, you will benefit from extensive professional development opportunities, a commitment to diversity and inclusion, and the chance to engage with sophisticated investors while shaping impactful market strategies. This role not only offers competitive compensation but also the unique advantage of working in one of the world's leading financial hubs, fostering both personal and career growth.
Leverton Search

Contact Detail:

Leverton Search Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Investment Strategist

✨Tip Number 1

Network like a pro! Reach out to your connections in the investment world and let them know you're on the hunt for an Investment Strategist role. Personal recommendations can make all the difference, so don’t be shy about asking for introductions.

✨Tip Number 2

Prepare for those interviews by brushing up on your macroeconomic knowledge and current market trends. We want you to be able to discuss your insights confidently and show how you can add value to the team. Practice makes perfect!

✨Tip Number 3

Showcase your communication skills! Whether it’s through presentations or casual conversations, being able to articulate complex ideas simply is key. Consider creating a portfolio of your past work or thought leadership pieces to share during interviews.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive and engaged with our company.

We think you need these skills to ace Investment Strategist

Investment Strategy
Macroeconomic Analysis
Geopolitical Analysis
Portfolio Strategy Insights
Asset Allocation
Client Engagement
Communication Skills
Presentation Skills
Market Commentary
Strategic & Tactical Asset Allocation (SAA/TAA)
Multi-Asset Investing
Financial Markets Knowledge
Portfolio Construction
Commercial Awareness

Some tips for your application 🫡

Tailor Your CV: Make sure your CV reflects the skills and experiences that align with the Investment Strategist role. Highlight your expertise in macro research and client engagement, as these are key aspects of the job.

Craft a Compelling Cover Letter: Use your cover letter to tell us why you're the perfect fit for this role. Share specific examples of how you've shaped market views or engaged with clients, and don’t forget to show your passion for investment strategy!

Showcase Your Communication Skills: Since exceptional communication is crucial for this position, make sure your application materials are clear and concise. Use straightforward language to convey complex ideas, just like you would in client presentations.

Apply Through Our Website: We encourage you to apply directly through our website. This way, we can ensure your application gets the attention it deserves, and you’ll be one step closer to joining our dynamic team!

How to prepare for a job interview at Leverton Search

✨Know Your Macroeconomics

Brush up on your macroeconomic knowledge before the interview. Be prepared to discuss current trends and how they impact investment strategies. This will show that you’re not just familiar with the theory but can apply it to real-world scenarios.

✨Craft Your Investment Narrative

Think about how you would communicate complex investment ideas to clients. Practice articulating your thoughts clearly and concisely, as exceptional communication skills are crucial for this role. Use examples from your past experiences to illustrate your points.

✨Engage with the Firm's Market Views

Familiarise yourself with the firm’s recent market commentary and investment outlooks. Being able to reference their views during the interview will demonstrate your genuine interest in the company and its strategies, making you stand out as a candidate.

✨Prepare for Client Engagement Scenarios

Anticipate questions related to client interactions and presentations. Think of specific instances where you successfully engaged with clients or presented investment strategies. This will help you showcase your experience in client portfolio management effectively.

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