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For Companies At a Glance
- Tasks: Write RFPs and pitch decks, manage large investment opportunities, and improve processes.
- Company: Join a respected firm focused on impactful projects for a UK client base.
- Benefits: Enjoy a collaborative environment where your expertise is valued and growth is encouraged.
- Why this job: Make a real impact while working on high-quality materials in a supportive team.
- Qualifications: 3+ years in investment writing, strong investment knowledge, and advanced Excel skills required.
- Other info: Ideal for proactive individuals who thrive in a team-oriented setting.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Key Responsibilities
- RFPs & Pitch Decks: Write and manage RFPs, create compelling pitch decks, and update presentation materials.
- Project Ownership: Lead end-to-end management of large opportunities (e.g., £100m mandates), coordinating with relationship managers to deliver successful outcomes.
- Process Improvement: Identify and implement enhancements to improve efficiency and team output.
- Platform Expertise: Work with tools such as Qvidian, Door Funds, and AssetQ to maintain accurate and engaging materials.
We are looking for a skilled professional with a strong background in investment writing who can work independently while contributing collaboratively to the team.
- Experience: Minimum 3 years in a relevant role within investment management
- Investment Knowledge: Solid understanding of equities and multi-asset strategies
- Technical Skills: Advanced Excel proficiency is essential, alongside strong attention to detail and excellent written/verbal communication skills.
Personal Attributes
- Collaborative team player with a humble approach.
- Proactive and capable of taking ownership of projects with minimal supervision.
- Committed to delivering high-quality work with precision and care.
Why Join?
This role offers the chance to work in a supportive, collaborative environment where your expertise will be valued. You’ll have the opportunity to contribute meaningfully to the firm’s success while working on impactful projects for a respected UK client base. If you are an experienced Investment Writer with a passion for producing high-quality materials and driving results, we’d love to hear from you!
Investment Writer employer: Leverton Search
Contact Detail:
Leverton Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Writer
✨Tip Number 1
Familiarize yourself with the specific tools mentioned in the job description, like Qvidian and Door Funds. Having hands-on experience or even a basic understanding of these platforms can set you apart during the interview process.
✨Tip Number 2
Showcase your project management skills by preparing examples of past projects where you led end-to-end processes. Be ready to discuss how you coordinated with different teams to achieve successful outcomes.
✨Tip Number 3
Brush up on your knowledge of equities and multi-asset strategies. Being able to speak confidently about these topics will demonstrate your investment knowledge and make a strong impression.
✨Tip Number 4
Prepare to discuss how you've implemented process improvements in previous roles. Highlighting your proactive approach to enhancing efficiency will resonate well with the collaborative and high-quality work ethos they value.
We think you need these skills to ace Investment Writer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment writing, particularly any relevant roles where you've managed RFPs or created pitch decks. Use specific examples to demonstrate your expertise.
Craft a Compelling Cover Letter: In your cover letter, emphasize your understanding of equities and multi-asset strategies. Discuss how your proactive approach and collaborative nature make you a great fit for the team.
Showcase Technical Skills: Mention your advanced Excel proficiency and any experience with tools like Qvidian or AssetQ. Provide examples of how you've used these skills to improve processes or enhance team output.
Highlight Project Ownership: Discuss instances where you've taken ownership of large projects, detailing how you coordinated with others to achieve successful outcomes. This will demonstrate your ability to manage significant opportunities independently.
How to prepare for a job interview at Leverton Search
✨Showcase Your Writing Skills
Prepare samples of your previous investment writing, such as RFPs or pitch decks. Be ready to discuss your writing process and how you tailor your materials to meet client needs.
✨Demonstrate Project Ownership
Be prepared to share examples of how you've managed large projects in the past. Highlight your ability to coordinate with different teams and ensure successful outcomes.
✨Highlight Your Technical Proficiency
Since advanced Excel skills are essential, be ready to discuss your experience with data analysis and how you've used Excel in your previous roles. Mention any specific tools like Qvidian or AssetQ that you're familiar with.
✨Emphasize Collaboration and Proactivity
Discuss instances where you've worked collaboratively within a team and taken initiative on projects. Show that you can balance independent work with being a supportive team player.
