Investment Strategist

Job Description:

An Investment Strategist is responsible for developing and executing investment strategies to help clients or organisations achieve their financial goals and optimise their investment portfolios.

Job Category:
Financial Services

What you will do:

As an investment strategist, you will be:

  • Assessing the financial goals, risk tolerance, and investment preferences of clients or organisations
  • Conducting thorough research on financial markets, asset classes, and investment opportunities to make informed decisions
  • Analysing existing investment portfolios and making recommendations for asset allocation, diversification, and risk management
  • Developing and implementing investment strategies tailored to clients’ or organisations’ objectives and constraints
  • Identifying and mitigating investment risks through diversification, hedging, and other strategies
  • Determining the optimal mix of asset classes (e.g., stocks, bonds, real estate) based on market conditions and client goals
  • Selecting specific securities, such as stocks, bonds, mutual funds, or ETFs, to include in portfolios
  • Continuously monitoring the performance of investment portfolios and adjusting strategies as needed
  • Advising on tax-efficient investment strategies to minimise tax liabilities
  • Regularly communicating with clients or organisations to provide updates on portfolio performance and address their concerns or questions
  • Ensuring that all investment activities comply with relevant financial regulations and industry standards
  • Staying informed about economic trends and global events that could impact investment decisions
  • Managing and executing trades on behalf of clients or organizations to implement investment strategies
  • Preparing and presenting reports on portfolio performance, investment strategy, and market insights
  • Educating clients or organisations about investment principles, market conditions, and the rationale behind investment strategies
  • Collaborating with other financial professionals, such as financial planners, tax experts, and legal advisors, to provide comprehensive financial services
  • Keeping up-to-date with developments in financial markets, investment tools, and industry best practices


You will need:

  • knowledge of financial markets, financial instruments and behavioural finance
  • knowledge of economics and taxation
  • familiarity with investment-related software, trading platforms, and financial modelling tools
  • understanding of financial regulations and compliance requirements in the investment industry
  • proficiency in investment analysis techniques
  • knowledge of portfolio theory

As well as:

Illustration of employee looking at workspace

Entry Requirements:

To become an Investment Strategist, you typically don’t have specific GCSE subject requirements, as the path to this career usually begins with higher education. However, certain GCSE subjects can provide a strong foundation for future studies and a career in finance and investment. These subjects include:

  1. Mathematics: A strong foundation in mathematics is crucial for understanding financial concepts, data analysis, and quantitative analysis, which are essential in the field of investment.
  2. Economics: GCSE economics can introduce you to fundamental economic principles, which are relevant to understanding financial markets and investment decisions.
  3. Business Studies: This subject can provide a basic understanding of business operations and financial concepts, which are relevant to the finance and investment industry.
  4. English Language: Good communication skills, including reading and writing, are valuable in finance, as reports, presentations, and client communication are part of the job.

While these subjects can be advantageous, it’s essential to note that becoming an Investment Strategist typically requires pursuing higher education, such as a bachelor’s degree in finance, economics, business, or a related field. Your focus should be on achieving good grades in these subjects and then progressing to relevant higher education and certifications to build a career in finance and investment.

To become an Investment Strategist, you typically need the following qualifications and requirements:

Educational Background

A bachelor’s degree in finance, economics, business, mathematics, or a related field is typically the minimum requirement.

Some Investment Strategists pursue advanced degrees, such as a Master of Business Administration (MBA) or a Master’s in Finance, for enhanced qualifications and career opportunities.

Relevant Work Experience

Gain practical experience in finance-related roles, such as financial analyst, investment analyst, or research assistant, to build a strong foundation in investment analysis and decision-making. Many Investment Strategists start as financial analysts and work their way up to more specialised roles.

Certifications (Optional)

While not always required, certifications can boost your qualifications and credibility. The Chartered Financial Analyst (CFA) designation is highly respected in the field of investment management and can be pursued to enhance your career prospects.

Certification of Regulatory Compliance

Depending on the jurisdiction and employer, you may need to obtain necessary licenses and certifications to comply with financial regulations.

Working Hours and Environment:

Investment Strategists typically work full-time, around 40-50 hours a week, in office settings or remotely, depending on the employer, often with occasional evening or weekend work for client meetings or market updates.

Career Path & Progression:

The typical career path of an Investment Strategist often starts with a bachelor’s degree, followed by entry-level roles like financial analyst, progressing to more specialised positions, including junior Investment Strategist and eventually senior Investment Strategist or portfolio manager, with opportunities for leadership or client advisory roles along the way.