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Investment specialist – private debt

Warrington
Leverton Search
Investment specialist
Posted: 11h ago
Offer description

Our client is a leading global investment manager with a strong track record. They are seeking an experienced and commercially minded professional to their investment team as an Investment Specialist (Private Debt). This role offers the opportunity to work at the intersection of investments and distribution, in a high-profile, client-facing capacity.


Key Responsibilities

* Represent investment capabilities with clarity and accuracy to clients and distribution teams.
* Demonstrate strong investment knowledge, particularly in private debt strategies.
* Own investment messaging and sign off on pitchbooks, RFPs, and thought leadership.
* Partner with product teams to shape asset class strategy and ensure product suite fitness.
* Provide training and knowledge-sharing to support Distribution teams.


Skills & Experience

* Strong investment background with a particular focus on private debt.
* Client-facing experience and understanding of the UK financial adviser market are highly desirable.
* Regulatory threshold competent with up-to-date regulatory knowledge.
* Excellent communication and presentation skills, able to convey complex investment ideas clearly.
* Collaborative, adaptable, and commercially aware, with the ability to deliver under pressure


Qualifications

* Solid academic background from a first-class university.
* CFA or equivalent professional qualification (ACA, ACCA, IMC, etc.) desirable.
* Strong quantitative and analytical skills.


Due to the volume of applications, we receive, we may only be able to respond to those who meet the listed criteria.

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

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