Investment Strategist
We are a rapidly growing pan-European digital wealth manager, serving over 167,000 active investors with more than £5.5 billion invested on our platform. We began in Milan in 2011 with the purpose to help more people improve their financial well-being by making personal investing simple and accessible through technology. Fast forward to today, and we are recognised as one of the most innovative fintechs, headquartered in the heart of London.
With a team of 220+ people across 4 offices in Italy and the UK, we are proudly backed and funded by major partners including Poste Italiane, Cabot Square Capital, United Ventures, and Allianz.
Our vision
Our vision is to combine passion, expertise, and technology to provide best-in-class investment solutions and advice that protects and grows client wealth over time.
Our Core Values:
We’ve built our business on three Principles:
- Relationships are our first asset: We’re one team, built on trust, honesty, and transparency. We value our relationships above all else.
- Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
- Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream
What this means in practice:
At Moneyfarm, our success comes from the impact each of us makes. We move with purpose, urgency, and ambition, focused on delivering outcomes that matter for our clients and our business. Everyone is empowered to take ownership, challenge the status quo, and turn bold ideas into results. As we evolve, we embrace AI as a catalyst for sharper thinking, smarter decisions, and even greater impact.
Our diversity makes this possible. Different perspectives, backgrounds, and experiences fuel our creativity and drive better decisions — it’s our competitive edge. We value people for who they are and their unique strengths: that's why we offer flexible ways of working to support them in doing their best work.
About the role:
We are seeking an Investment Strategist to join our team. The successful candidate will be responsible for generating actionable investment ideas and providing the rigorous, data-driven rationale required to support them. Unlike a pure data scientist, you will be expected to "own" your market views, articulating them clearly to both internal investment committees and external stakeholders. You will bridge the gap between complex quantitative analysis and practical portfolio construction.
Key Responsibilities
- Thematic Research: Identify and investigate emerging market trends, structural shifts, and inefficiencies across asset classes
- Independent Idea Generation: Proactively develop "top-down" and "bottom-up" investment theses. You will be expected to bring fresh, non-consensus ideas to the table.
- Quantitative Validation: Build and maintain proprietary models to backtest investment hypotheses. You will provide the "proof" for every view, using factor analysis, regime detection, and econometric modeling.
- Articulating Views: Translate complex quantitative outputs into persuasive investment narratives. This includes writing research notes, white papers, and presenting at weekly investment briefings.
- Portfolio Impact Analysis: Evaluate how proposed views impact total portfolio risk, correlation, and expected return profiles.
- Data Architecture: Maintain an independent research stack (Python/SQL) to automate the monitoring of key investment signals and "early warning" indicators.
Requirements
- Experience: 3–5 years of experience in investment research, strategy, or portfolio management.
- Education: Master’s degree or higher in a quantitative discipline (Finance, Economics, Mathematics, or Physics). Technical Proficiency: Advanced Python or R for data analysis and visualization (Matplotlib, Plotly, Seaborn).
- Expertise in Bloomberg/Refinitiv for data extraction and market monitoring.
- Solid understanding of SQL for handling large financial datasets.
- Market Knowledge: Deep understanding of macroeconomics, capital market assumptions (CMA), and factor-based investing.
- Communication: Exceptional written and verbal communication skills. You must be able to explain $R^2$ and $p$-values to a non-technical audience without losing the nuance of the investment view.
- Preferred Attributes
- Intellectual Independence: A track record of challenging the "house view" with data-backed evidence.
- Narrative Flair: The ability to find the "story" within the data.
- Pragmatism: An understanding that a model is only as good as its real-world tradability.
- CFA designation or progress toward it is preferred.
- Italian language would be an advantage