Client Strategist

The Client Strategist (CS) serves as a key link between the investment team and client facing functions. The role is responsible for articulating our investment strategies, delivering high quality investment communication, supporting distribution partners, and enhancing client understanding of portfolio positioning, performance, and market views. The CS enables portfolio managers to focus on alpha generation while ensuring consistent, timely, and compelling communication to clients and prospects.

What you will do

Client & Distribution Support

• Act as a subject matter expert for assigned investment strategies in client meetings, due diligence, and RFP processes.
• Partner with Sales and Relationship Management teams to support business development and client retention efforts.
• Provide clear explanations of investment philosophy, process, positioning, risk drivers, and performance attribution.

Investment Communication

• Prepare and maintain client ready materials including presentations, commentaries, market insights, and quarterly reports.
• Translate complex investment concepts into accessible and insightful narratives tailored to various audiences.
• Ensure consistency and accuracy of messaging across all client communications.

Portfolio & Market Insights

• Monitor portfolio positioning, factor exposures, risk attribution, and performance trends to identify key drivers and themes.
• Produce timely market updates, investment narratives, and talking points for distribution teams.
• Support the development of thought leadership content in collaboration with investment and marketing teams.

Internal Collaboration

• Work closely with Portfolio Managers, Product, Marketing, and Sales to support the commercial success of equity strategies.
• Contribute to product development ideas and competitive positioning analysis.
• Ensure compliance with internal guidelines and regulatory requirements in all communications.

What you bring

• Bachelor’s degree in Finance, Economics, Business, or related field; CFA or similar certifications are a plus.
• Minimum 7 years of experience in investment management, wealth management, or related capital market roles.
• Strong understanding of equities, fixed income, and multi asset investment products.
• Good analytical skills with the ability to interpret market trends and fund performance.
• Excellent communication skills; able to explain investment concepts clearly to clients and internal teams.
• Comfortable preparing presentations, market updates, and product materials.
• Proficient in Microsoft Office; experience with Bloomberg/Refinitiv is an advantage.
• Client focused mindset with strong collaboration skills.
• High attention to detail, organized, and able to work in a fast-paced environment.
• Strong interest in financial markets and continuous learning.
• Experience with Microsoft CoPilot and Data Analytics.

What we offer

• Balanced work environment: A dynamic office culture that supports flexibility and collaboration
• Secure your future: Access to pension, retirement, and/or savings plans as applicable to the work location
• Shared success: Company share purchasing plan
• Support for what matters: Mental health and wellbeing programs
• Investments in your career: Career opportunities within the entire Allianz Group
• Investments in your skills: Comprehensive learning and development offerings, including certifications and professional qualifications
• … and so much more!

About Allianz Global Investors

Allianz Global Investors is a leading active asset manager, managing assets for individuals, families, and institutions worldwide. Our shared goal to shape a future of opportunity for our clients is foundational to our culture and our values. We look to attract, and actively nurture, individuals with the drive to achieve excellence at every stage of the investment experience. 

We believe an inclusive culture is key to a flourishing workforce. Not only do we celebrate the broad range of experiences, backgrounds, and attributes that our workforce brings, but we support our people to live and work in a way that promotes their own wellbeing.

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges is what makes us a unique employer.  

We are united by a shared commitment: to put our clients first and at the centre of everything we do. Their needs inspire our thinking and guide our actions.  

Together, we can build an environment where everyone feels empowered and confident to explore, grow and shape a better future – for our clients and for the world around us. At Allianz, we stand for unity: we believe that a united world is a more prosperous world, and we are dedicated to consistently advocating for equal opportunities for all. The foundation for this is our inclusive workplace, where people and performance both matter, and where integrity, fairness, inclusion and trust are at the heart of our culture.  

We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, social class, disability or sexual orientation, or any other characteristics protected under applicable local laws and regulations. 

If you feel inspired to promote the active asset management experience, this is the place for you. Join our international, technology-enabled, and agile environment. Simply upload your CV in English to apply for this position.  If you need support to navigate our websites or at any stage during your application, please send an email with your request to recruiting@allianzgi.com. 

To Recruitment Agencies:

Allianz Global Investors has an in-house recruitment team that sources great candidates directly. Therefore, Allianz Global Investors does not accept unsolicited resumes from agency or search firm recruiters.

When we do work with recruitment agencies, that engagement is formalized by a contract. Fees will only be paid when there is a contract in place.

Without a contract in place, we will not accept invoices on unsolicited resumes, even if the candidate was ultimately employed by Allianz Global Investors.

Finally, please do not contact hiring managers directly.

Join us. Let’s care for tomorrow.

How to Apply: Applying is quick and easy. Simply upload your CV, complete your personal details, confirm your consent for AI support in the “Additional Information” section, and submit your application.

To support our recruiters, we use Fit Score—an AI‑powered tool that highlights how closely your profile aligns with the role. This helps us review applications more efficiently and focus on what matters most: your skills and experience.

Good to know: The Fit Score is a support tool only. At Allianz, technology never replaces human judgment. Every application is carefully reviewed by our recruiting teams, ensuring a fair, thoughtful, and personal hiring process.

98951 | Sales & Distribution | Professional | n.a. | Allianz Global Investors | Full-Time | Permanent