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Senior Research & Advisory Specialist, European Wholesale

A highly respected international asset management firm is looking to continue to strengthen its European wholesale business, to build on its successful offering for professional investor clients (i.e. financial intermediaries, fund buyers, private banks, etc.).
Indeed, the firm is targeting further growth in this channel and is committed to enhancing its offer, distribution and brand across these European channels. In line with this growth, a new Research & Insights opportunity exists for a high-calibre and deeply knowledgeable individual who can act as the external-facing specialist, collaborating with Research and Distribution teams to refine and share the firm’s thought leadership with European Intermediary clients.

This is a rare opportunity to play an integral part of a nascent team in London, and become a significant part of a successful growth story.

Roles & Responsibilities

  • Acts as an expert on the firm’s thought leadership externally with clients and the industry. Provides investment support and guidance to Relationship Management and Sales teams; is regularly called upon to participate in meetings with clients. Acts as an ambassador through industry events.

  • Maintains awareness of thought leadership generated across the company globally, and across the European wealth & asset management industry, and its applicability to Intermediary clients. Develops and maintains key internal stakeholder relationships across the organisation.

  • Based on the global thought leadership output, maintains a pipeline of content relevant to European Intermediary clients, and engages internal stakeholders to ensure cross-functional alignment. Leverages client and sales feedback to assess relevance of the pipeline.

  • Conducts research and analyses of thought leadership topics impacting European Intermediary clients’ investment outcomes. Converts thought leadership into white papers, presentations and briefs.

  • Influences the ‘go-to-market’ strategy for new thought leadership. Works with cross-functional teams to publish and promote the thought leadership through human and digital channels.

  • Attends and presents at client meetings, client events and industry conferences related to the company’s thought leadership research. Acts as a spokesperson on relevant topics with industry liaisons.

  • Participates in internal training and communications including training on new thought leadership updates to established content. Ensures coordination and consistency of thought-leadership related initiatives and external communications across divisions.

Experience & Qualifications

  • Possesses significant investment-related experience, with a proven research capability including a demonstrable proficiency of using large data-sets and metrics to produce analysis and develop outputs.

  • First-rate interpersonal skills, with excellent written and oral presentation styles and the ability to shape persuasive narratives and messaging for a variety of audiences.

  • Demonstrated ability to function in a high volume, dynamic environment working with multiple and diverse internal and external stakeholders, clients and industry leaders.

  • Graduate degree preferred; CFA preferred.

To hear more about this exciting opportunity, please contact Peter Llewellyn on 020 7847 8873 or email your CV to

Ref: PL15934

Please note: that due to the high volume of applicants responding to our adverts we are regrettably not able to feed back on all applications; only successful candidates will be contacted.

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