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Investment Specialist, equities

2 months ago

London, UK, United Kingdom Leverton Search Full time

Our client is a large, highly rated Investment House whose distinctive investment strategies span across equities, fixed income, multi-asset, alternatives and sustainability. They are looking to hire an enthusiastic, ambitious and hard-working individual to join the Portfolio Specialist function within the equities team in London. This is an exciting opportunity to join an exceptional business that promises great career trajectory.


Duties include

  • Communicate the investment process, philosophy, portfolio updates, and performance through well-crafted written content.
  • Identify client needs and provide solutions, helping to convert opportunities into new business.
  • Engage with clients by participating in meetings with both clients and prospects, while preparing relevant materials to support these discussions.
  • Build strong relationships with the investment team, Client Groups, and clients to foster collaboration and success.
  • Assist with broader commercial efforts, including strategic planning and supporting client onboarding processes.


Necessary qualifications, experience and competencies:

  • 3+ years of experience in investment management, consulting, or wealth management.
  • Exceptional communication skills, both written and verbal.
  • 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.


Due to the increased applications for this role, we apologise that you may not get a response unless you fit the criteria.

At our company, we prioritise equity throughout the entire recruitment process. We are committed to ensuring fairness and equal opportunities for all candidates. If there is anything we can do to make the process more accessible to you, please don't hesitate to let us know.