Investment Strategist (Finance)

TL;DR

Investment Strategist (Finance): Shaping and delivering advisory investment propositions with an accent on portfolio solutions and market insight. Focus on constructing multi-asset portfolios and developing innovative investment products for high-net-worth and institutional clients.

Location: United Kingdom

Salary: £130,000 - £150,000 per annum

Company

A leading investment and wealth management firm.

What you will do

• Deliver market commentary, investment insight, and portfolio strategy recommendations to stakeholders and clients.
• Support relationship managers and advisors with tailored investment solutions and strategic guidance.
• Contribute to portfolio construction, asset allocation, and risk management processes.
• Develop innovative investment products across equities, ETFs, mutual funds, alternatives, and structured solutions.
• Participate in investment and business development initiatives.
• Ensure high standards of governance, regulatory compliance, and technical accuracy.

Requirements

• 5-10 years' experience in investment strategy, portfolio construction, or investment consulting.
• Strong understanding of financial markets, multi-asset investing, and advisory solutions.
• Relevant financial qualification required; CFA and/or CAIA highly desirable.
• Advanced Excel skills; experience with Bloomberg and Python is preferred.
• Excellent communication and presentation skills for explaining complex investment concepts.
• Experience working with high-net-worth, institutional, or family office clients.

Culture & Benefits

• Collaborative working style with a focus on commercial awareness.
• Opportunity to work within a senior advisory-focused role in a leading firm.
• Professional environment focused on high-quality investment guidance.