Market Strategist

Laz Partners
London, United Kingdom
£80k-£120k base + Bonus
02 Oct 2019
12 Oct 2019
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Role Summary:

A leading private wealth manager is looking to hire a market strategist that will play a key role in relaying the firm's market views to clients/IFAs, as well as participate in media appearances (TV, Radio etc) and hosting the weekly research meetings.

As this role is mostly client-facing and focused on presenting/speaking, it is important that this person has an extroverted personality and enjoys discussing markets and regularly speaking at conference and client presentations. It is also important that this person has the ability to discuss the firm's views (Asset Allocation, Macro, Equities) in a non-technical manner, as most interaction will be with IFAs and private clients.

  • Extroverted personality and excellent communicator (it is a strong plus if this person can make presentations to clients entertaining/engaging)
  • Good understanding of financial markets (knowledge of macro, asset allocation, equities is a big plus)
  • The ability to take complicated financial concepts/market views and simplify them for presentation to IFAs & private clients
  • An established media presence and/or a history of regularly presenting to clients, creating video content about market views etc (strongly preferred)
  • Previous experience working in a private bank and/or interaction with private clients (preferred but not required)
  • Previous experience as an economist or strategist is a plus (however not a requirement)
  • CFA or IMC (preferable)

  • Performing presentations about market views to clients, IFAs, and internally (this will be a large part of the role and the person hired will reguularly be out of the office)
  • Hosting the morning research call to update portfolio managers, the research team and others in the firm about key markets events or changes to asset allocation/positioning
  • Representing the firm for media appearances (TV, Radio etc), as well as responding to requests from journalists about market views/positioning
  • Hosting and organising content for the firm's podcast, which is listened to by clients, as well as internally
  • Producing market commentaries for direct communication to clients
  • Participation in internal research meetings (Asset Allocation, weekly macro meeting etc)

Key Success Indicators:
  • The ideal candidate will be able to quickly establish rapport/credibility with IFAs, clients and internally. If the person becomes regularly requests by IFAs for presentations, then this is a good sign
  • Developing a reputation for making presentations entertaining, engaging, and not overtly-technical.
  • Helping increase the firm's media profile/presence through regular media appearances

Important to note:
  • If the selected candidate has a background as an economist or strategist and understands markets, then this person can be more actively involved in the internal asset allocation & macro meetings and will be allowed to contribute ideas/thoughts (although this is not a key part of the role, as there are already strategists in place doing this)

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