Equities Specialist Lead
3 weeks ago
Leverton Search is looking for a highly skilled Equities Specialist Lead to join our team. The ideal candidate will have a strong background in investment management, with excellent communication and interpersonal skills.
This is an exciting opportunity to work with a leading Investment House that offers a range of investment strategies across equities, fixed income, multi-asset, alternatives and sustainability.
The successful candidate will be responsible for:
- Communicating the investment process, philosophy, portfolio updates, and performance to clients and stakeholders.
- Identifying client needs and providing solutions to convert opportunities into new business.
- Engaging with clients and prospects to build strong relationships and drive business growth.
- Supporting broader commercial efforts, including strategic planning and client onboarding processes.
The necessary qualifications, experience and competencies for this role include:
- 3+ years of experience in investment management, consulting, or wealth management.
- Excellent communication and interpersonal skills.
- Strong interest and expertise in equities and emerging markets.
- Proven ability to juggle multiple projects and manage workloads efficiently.
- Holds a professional qualification (CFA, FIA, or equivalent).
- Degree educated or equivalent.
The estimated salary for this role is £65,000 - £90,000 per annum, depending on experience.
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