Senior Cross-Asset Investment Advisor (Director) | London, UK | In-Office

Laz Partners; London; On-site; GBP 100,000 - 150,000; Full time

Job summary

A leading investment firm seeks a Senior Cross-Asset Investment Advisor in London. This high-profile role involves advising sophisticated clients on trade ideas across various asset classes. The ideal candidate will have extensive experience in fixed income and cross-asset markets, with a strong client-facing approach.

Qualifications

• 8-15 years of experience in buy-side or sell-side roles.
• Strong knowledge of fixed income and cross-asset markets.
• Ability to generate strong investment returns.

Responsibilities

• Discuss trade ideas and investment recommendations with clients.
• Deliver market insights and trade ideas based on risk appetite.
• Collaborate with senior leadership for optimal client service.

Skills

Client-facing skills

Fixed income knowledge

Cross-asset market knowledge

Risk management

Job description

Role Overview:
We have partnered with a Tier-1 Alternative Investment Manager (150bn AUM) looking to hire a Senior Cross-Asset Investment Advisor to join their highly successful team in London.

This is a high-profile, senior role (Director level), focused on discussing trade ideas and the most effective expressions of views with a sophisticated client base, predominantly HNW/UHNW and institutional clients.

Our client has a long-term track record of excellent investment performance, substantial recent AUM growth, and strong profitability, with ambitious growth plans ahead.

The ideal candidate will have a strong fixed income background (as a discretionary portfolio manager, investment advisor, trader, or risk-taker) with additional experience in cross-asset or structured products being a plus. The client base is typically sophisticated, and trades often involve multi-layered structures, including derivatives on complex instruments.

The firm's advisory platform is highly respected, with an excellent culture, attracting talent from top-tier institutional asset managers, hedge funds, and sell-side institutions.

Key Responsibilities

• Discuss trade ideas and investment recommendations across fixed income and other asset classes with a wide range of clients.
• Deliver market insights and trade ideas (both tactical and long-term) to HNW/UHNW clients, based on their risk appetite.
• Leverage the firm’s research capabilities and house views to develop high-conviction trade ideas.
• Collaborate with senior leadership, including the CEO and portfolio management teams, to ensure top-tier service and investment performance.
• Provide proactive investment guidance, continuously optimizing client positions.

Requirements & Qualifications:

• Proactive, hands-on mentality, with ability to thrive in a high-touch, client-facing environment, identifying risks and opportunities in real time.
• 8-15 years of experience in buy-side or sell-side risk-taking or client advisory roles.
• Strong knowledge of fixed income or cross-asset markets, with demonstrated ability to generate strong investment returns while prioritizing capital preservation.
• Experience in trade and portfolio execution is a key requirement.
• Excellent client-facing skills, with confidence and gravitas to interact with sophisticated and legacy HNW/UHNW clients.
• Ability to articulate trade recommendations clearly and effectively.
• Global mindset, capable of providing diversified investment perspectives beyond local markets.

This is a unique opportunity to join a firm with an exceptional track record and recent growth, offering high visibility and significant impact.

Founded in 2018, Laz Partners is an executive search firm specializing in talent acquisition for portfolio management and research roles.