Equities Specialist Lead

3 weeks ago


London, Greater London, United Kingdom Leverton Search Full time
About the Role

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:

  1. Communicating the investment process, philosophy, portfolio updates, and performance to clients and stakeholders.
  2. Identifying client needs and providing solutions to convert opportunities into new business.
  3. Engaging with clients and prospects to build strong relationships and drive business growth.
  4. 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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