Collection

Roles and career paths in front-office investing

Platinum Pacific Partners (PPP) is an executive recruitment firm specialising in the finance and investment industry, and Future IM/Pact’s exclusive recruitment partner. Here the PPP team explain the diverse roles within front-office investing, and the skills and qualifications required.

Tips for landing the job
Harriet King, Director - Debt, Platinum Pacific Partners
Viewing time: 15 minutes

Invaluable tips and advice from a recruitment specialist on how to land your dream job in investment management. Start by exploring what it is that makes you tick and then do your research to find the roles and industries that align. Creating a killer CV is essential and nailing the interview process by staying calm, asking quality questions and being ok with rejection. There is so much good stuff in this video – a must watch!

Insights into a career in equities investing
Meredith Jordan, Partner – Asset Management and Equities, Platinum Pacific Partners
Viewing time: 3 minutes

Great insights into equities, the asset class that invests in listed companies, and how you can build the skills for a role in this sector. Valuation modelling capabilities are essential, which you can learn through courses, and having a passion and curiosity for companies is also key and can be developed through reading books and staying up-to-date with financial news.

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Insights into the investment specialist role
Alexandra Ober
Viewing time: 4 minutes

Learn all about the role of Investment Specialist, a conduit between the investment and sales team and a technical point of contact for clients. Understand the essential skills necessary for this role, such as sound technical capabilities and great communication skills, and those most suited to this role, including investment analysts who are keen on more client interaction.

Insights into launching your career in fixed-income investing
Harriet King, Director, Pacific Platinum Partners
Viewing time: 8 minutes

Insightful information about fixed income and private credit investing, what they are, how they impact society and skills you need for these roles. Fixed income is debt in the public market and involves bonds, loans and structured products. Key skills for a role in this sector include deep research abilities, analysis and financial modelling. Private credit is lending to the private market and funding more high-risk, often cutting-edge ventures and is well suited to those with investment banking, M&A, deal advisory and lending experience.

Insights into infrastructure investment
Edward Kiel, Executive Director, Platinum Pacific Partners
Viewing time: 3 minutes

Great insights into roles within infrastructure investing, which encompasses funds and companies investing in core assets such as roads, ports, and also energy and renewables. Learn about the essential skills needed to excel in this field, including financial modelling and a genuine passion for the assets they invest in, and the huge opportunity and demand for women in the infrastructure investment sector.

Insights into launching your career in venture capital
Georgie Heath, Principal, Platinum Pacific Partners
Viewing time: 4 minutes

Learn about roles in venture capital, which comprises firms providing funding to early-stage companies in new or disruptive industries and technologies. This is a great career path for women who want to be part of building something new, creating jobs and impacting society. Strong relationship skills and commerciality are important for a role in this sector, as is being able to demonstrate your interest, passion and curiosity for businesses and start-ups.

Insights into a career in ESG investing
Lindsay Hurst, Director – Investment Management and Equities, Platinum Pacific Partners
Viewing time: 6 minutes

Learn about ESG investing, the responsible investing framework that enables funds and companies to invest with purpose and have a positive impact on society. To excel in this field, you need a genuine passion and interest in sustainability and a keen desire to make a difference in the world. Understanding the UN-backed Principals for Responsible Investing (PRI) is crucial, also understanding markets and valuations are important. Demand in this sector has exploded in the past 5 years so it’s a great time to pursue a career in ESG investing.

Insights into private equity investing
Viewing time: 5 minutes

Learn about what a role in private equity looks like, the investing sector focused on private companies. As financial acumen, modelling skills, commerciality and a strong investing mindset are key capabilities for private equity, those with investment banking and management consultancy experience transition well into these roles. As there is a big push for diversity and gender balance across the private equity sector, it is a great time for women to pursue this career path.

Insights into how women can build a career they love
Meredith Jordan and Rebecca Brazier, Platinum Pacific Partners
Viewing time: 5 minutes

Building a fulfilling, sustainable career takes intention and self-direction. Hear from two recruitment specialists, and working mothers, on their best advice for strategically navigating your career and home life. They share insights on how women hold often themselves back and bust some myths about working in investment management. 

Insights into moving from the back-office into the front-office
Meredith Jordan, Partner, Asset Management and Equities,Platinum Pacific Partners
Viewing time: 2 minutes

Want to transition from a back-office role into front-office investing? Here are some fantastic insights and practical advice from a recruitment specialist helping people do this every day. Developing your valuation modelling skills is essential, but equally so is demonstrating your passion and genuine interest in markets. Networking, finding a mentor and having a great attitude will also propel you forward and open more doors of opportunity.

The variety and breadth of front-office investing roles is what makes the investment management industry such a diverse and rewarding career path. As you continue on your career journey, remember to seek mentorship, refine your skills and knowledge and practice your inner game. With dedication and a passion for markets, you can pave the way for a fulfilling career in front-office investing. 

 

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