Investment Specialist

2 months ago


London, UK, United Kingdom Leverton Search Full time

Your day-to-day responsibilities will include:

  • Evaluating portfolio alignment, performance, risk metrics, market trends, and competitive positioning.
  • Engage in strategic initiatives to enhance client acquisition and retention by developing new investment offerings, creating client-focused materials, and defining communication strategies that highlight unique product attributes.
  • Serve as an advisor on investment integrity and risk, conducting regular assessments of performance and risk to ensure alignment with client objectives, as well as participating in formal investment reviews to achieve superior outcomes.
  • Developing and revising client-focused materials, assisting with Requests for Proposals (RFPs), addressing client inquiries, and streamlining processes.
  • Collaborating as part of a cohesive team to formulate innovative client solutions and new investment strategies.

Requirements:

  • A minimum of 6 years of experience within a hedge fund or asset manager focused on hedge fund/alternative assets.
  • Strong analytical skills, adaptability in uncertain situations, and a proactive mindset.
  • Excellent judgement, intellectual curiosity, and openness to diverse viewpoints.
  • Proficiency in MS Excel, with familiarity in platforms such as Bloomberg and FactSet considered advantageous.
  • An international perspective and/or language skills are a plus.
  • Willingness to travel occasionally as required by the role.

We anticipate significant interest in this position and apologise in advance if we are unable to respond to every application; however, we will strive to do so.



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