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Employer Branding for Investment Companies: 7 Effective Strategies

Ian Cook

The investment industry relies on attracting and retaining high-calibre talent, including analysts, portfolio managers, and financial advisors.

However, intense competition, evolving employee expectations, and a tight labour market make hiring qualified and highly motivated candidates more challenging.

Here are a few statistics before getting started:

So, let's get started:

7 Employer Branding Steps for Investment Companies

By developing an effective employer branding strategy, investment firms can attract top-tier professionals, strengthen employee engagement, and position themselves as an attractive employer in a competitive jobs market.

1. Use Video to Showcase Employee Stories and Workplace Culture

Video content is one of the most powerful employer branding tools.

Using a platform like Vouch (vouchfor.com), investment companies can:

✔ Share employee testimonials that highlight career growth and work culture.

✔ Provide an inside look at leadership, teamwork, and company culture.

✔ Feature real employee experiences to attract potential candidates.

💡 Example: BlackRock uses video content to showcase employee experiences and career progression, improving its reputation as a strong employer.

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2. Define a Strong Employee Value Proposition (EVP)

A clear Employee Value Proposition (EVP) helps investment firms attract prospective employees by highlighting:

✔ Competitive salaries, bonuses, and attractive perks.

✔ Career progression opportunities and leadership development programs.

✔ A commitment to employee well-being, work-life balance, and mental health resources.

💡 Example: Goldman Sachs emphasizes its EVP by offering comprehensive wellness perks, mentorship programs, and strong career pathways.

3. Strengthen Digital Presence and Social Media Strategy

A strong social media presence helps investment companies engage with potential applicants and promote employer branding efforts.

Strategies include:

✔ Sharing employee spotlights and workplace achievements on LinkedIn, Twitter, and Instagram.

✔ Posting job openings, company values, and thought leadership content.

✔ Engaging with job seekers and responding to reviews on employer rating sites.

💡 Example: J.P. Morgan uses social media campaigns to highlight company culture, attracting a larger pool of high-quality candidates.

4. Improve the Candidate Experience in the Recruitment Process

A seamless recruitment process improves the candidate experience and ensures top financial professionals apply.

Best practices include:

✔ Creating a user-friendly application process with clear job descriptions.

✔ Using AI-driven recruitment marketing to match qualified candidates with the right roles.

✔ Providing consistent messaging and timely feedback to applicants.

💡 Example: Morgan Stanley streamlines its hiring process with AI-powered tools, reducing cost per hire and improving the acceptance rate.

5. Offer Career Growth and Leadership Development Programs

To retain top-tier talent, investment firms must provide opportunities for career advancement and further education.

This includes:

✔ Training programs for junior analysts and experienced employees.

✔ Leadership quality initiatives to prepare employees for senior roles.

✔ Mentorship programs that support long-term professional development.

💡 Example: Fidelity Investments invests in career development opportunities, ensuring employees have clear career paths within the company.

6. Build a Strong Employer Brand Through Employee Advocacy

Engaged employees are the best brand ambassadors. Encouraging employee advocacy programs can:

✔ Improve brand credibility through real employee experiences.

✔ Increase social media engagement with employee-driven content.

✔ Boost employee retention by creating a culture of inclusion and recognition.

💡 Example: Vanguard encourages employees to share career advice and insights on social media, strengthening its reputation as a positive employer.

7. Promote Workplace Flexibility and Work-Life Balance

A positive work environment improves employee satisfaction and attracts top investment professionals.

Investment firms should focus on:

✔ Offering flexible work schedules and remote work options.

✔ Implementing wellness programs that support employees mental and physical health.

✔ Encouraging a collaborative culture that values work-life balance.

💡 Example: Charles Schwab promotes work-life balance and mental health resources, making it an attractive employer in the investment sector.

Final Thoughts: Building a Strong Employer Brand in the Investment Industry

A successful employer branding strategy helps investment firms attract and retain top financial talent in a highly competitive job market.

By leveraging video storytelling with Vouch, defining a strong EVP, strengthening social media engagement, and improving career development programs, investment companies can position themselves as leaders in finance recruitment.

With the right employer branding initiatives, investment firms can attract the brightest candidates, reduce recruitment costs, and ensure long-term business growth.

Who Are The Top 10 Investment Companies Worldwide?

Here are the top 10 investment companies worldwide as of mid-2025, ranked by assets under management (AUM), with a link to their official website, and their estimated annual revenue:

1. BlackRock Inc.

  • AUM: $11.6 trillion
  • Overview: BlackRock is the world's largest asset manager, renowned for its iShares ETF suite and expanding presence in private markets.
  • Estimated Annual Revenue: $20 billion (2024), with a target of over $35 billion by 2030

2. The Vanguard Group

  • AUM: $10.4 trillion (as of January 31, 2025)
  • Overview: Vanguard is a pioneer in low-cost index funds and ETFs, operating as a client-owned firm.
  • Estimated Annual Revenue: Not publicly disclosed

3. Fidelity Investments

  • AUM: $5.9 trillion (as of end-2024)
  • Overview: Fidelity offers a broad range of investment services, including mutual funds, brokerage, and retirement planning.
  • Estimated Annual Revenue: $32.7 billion

4. State Street Global Advisors

  • AUM: $4.34 trillion
  • Overview: State Street is known for its SPDR ETF offerings and institutional asset management services.
  • Estimated Annual Revenue: Not publicly disclosed

5. Morgan Stanley

  • AUM: $3.63 trillion
  • Overview: Morgan Stanley provides investment banking, wealth management, and institutional securities services.
  • Estimated Annual Revenue: $52.05 billion

6. JPMorgan Chase & Co.

  • AUM: $3.56 trillion
  • Overview: JPMorgan is a global financial services firm offering asset management, investment banking, and commercial banking.
  • Estimated Annual Revenue: $162.4 billion

7. Amundi (Crédit Agricole)

  • AUM: $2.86 trillion
  • Overview: Amundi is Europe's largest asset manager, offering a wide range of investment solutions.
  • Estimated Annual Revenue: Not publicly disclosed

8. Goldman Sachs Asset Management

  • AUM: $2.85 trillion
  • Overview: Goldman Sachs provides investment management across all major asset classes to a diverse set of institutional clients.
  • Estimated Annual Revenue: Not publicly disclosed

9. UBS Group

  • AUM: $2.62 trillion
  • Overview: UBS offers wealth management, asset management, and investment banking services globally.
  • Estimated Annual Revenue: Not publicly disclosed

10. Capital Group

  • AUM: $2.6 trillion
  • Overview: Capital Group is known for its American Funds mutual fund family and long-term investment approach.
  • Estimated Annual Revenue: Not publicly disclosed‍

FAQs

Why is employer branding important for investment companies?

It helps attract and retain top finance professionals in a competitive job market.

How does video content improve employer branding?

Platforms like Vouch allow investment firms to share employee stories and highlight workplace culture.

What is an Employee Value Proposition (EVP)?

An EVP defines what makes a company an attractive employer, including career growth, salaries, and benefits packages.

How can investment firms improve candidate experience?

By streamlining the recruitment process, using AI-driven tools, and enhancing social media engagement.

What role does work-life balance play in employer branding?

A strong commitment to flexibility and employee well-being improves retention and job satisfaction.

How can investment companies improve employee engagement?

By investing in leadership programs, mentorship opportunities, and career development initiatives.

What are the best employer branding strategies for investment firms?

Using video content, employee advocacy, digital branding, and career development programs to attract top investment talent.

Improve Your Employer Branding With Vouch!

Loved by companies like Canva, Nike, Cisco, Stryker, HubSpot, Amazon, and more, tools like Vouch make leveraging video in your employer branding remarkably easy.

Book a Vouch demo today and chat with a video content marketing expert.

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