The investment sector is growing fast - and so is the need for top-tier talent.
Roles across private equity, venture capital, wealth management, and real estate investment are more competitive than ever.
A recent Preqin report projects global assets under management will reach $18.3 trillion by 2027, increasing pressure on firms to build stronger recruitment pipelines for areas like fund management, corporate finance, and private markets.
If you're hiring for global investment research, investor relations, or technology leadership, these 7 steps will guide your recruitment strategy in 2025.
Let's get started.
Strategy 1. Strengthen Your Investment Company's Employer Brand with Vouch
Before a candidate applies, they've likely already researched (and judged) your brand.
In today's investment landscape, where firms compete for a limited talent pool, employer branding is your foundation - and video is the most effective way to build it.
With Vouch, you can easily create and share employee-led video stories that bring your culture to life.
These videos give insight into team values, working styles, leadership vision, and long-term impact, something polished job descriptions can't replicate.
Why building your employer branding works:
- Builds trust and credibility through authentic employee voices.
- Helps candidates compare your culture to other financial institutions to make sure there is a great cultural fit.
- Engages passive candidates along with active ones.
Strategy 2. Make Investment Job Descriptions More Engaging with Video
Most job ads are indistinguishable from each other.
Yet the roles you're hiring for, whether in digital assets, trading strategies, or real estate, require more than a list of bullet points.
You need to create a job description that educates, excites, and engages.
With Vouch's job description tools, you can embed short videos into your listings that give candidates a better sense of the team, leadership, tech stack, and business impact.
Why video works in your job descriptions:
- Clarifies expectations for complex or technical roles.
- Reduces unqualified applicants by helping candidates self-select.
- Creates a consistent and memorable hiring experience across all job types.
The AI-enabled workspace for talent teams.
- Unified workspace for talent teams
- Accelerate hiring with AI tools
- Auto-generate polished hiring and employer brand content
- Easily repurpose assets across all channel
Strategy 3. Activate Employee Advocacy with Vouch
In investment recruitment, networks are everything.
Some of your best hires will come from referrals, and your existing team can be your most valuable marketing asset - yet most companies underutilize employee advocacy.
Vouch's employee advocacy platform makes it simple to collect, manage, and share employee-created video content, highlighting everything from culture and career growth to DEI initiatives.
Why employee advocacy works:
- Employee advocacy builds visibility and trust across your employees' professional networks.
- It attracts executive-level candidates who value peer insights.
- It extends your reach into passive talent pools through employee referrals.
Strategy 4. Highlight Your Investment Company's EVP Beyond Compensation
A paycheck isn't the only thing top candidates care about anymore. Your Employee Value Proposition (EVP) should reflect your values, growth opportunities, and the long-term value of joining your team.
With Vouch's EVP storytelling features, you can turn static content into personal, compelling video stories that explain the full picture.
Why highlighting your EVPs works:
- It demonstrates your commitment to learning, development, and mentorship.
- Appeals to candidates seeking work-life balance, inclusion, and economic stability.
- Provides transparency around benefits like retirement planning, stock options, and more.
Strategy 5. Speed Up the Hiring Process with Smart Tools
Top-tier investment professionals don't wait around, so if your recruitment process is slow or disjointed, you're likely losing talent to faster-moving firms. Streamlining your workflows is no longer optional; it's essential.
Using Vouch, you can accelerate early-stage candidate screening through async video interviews. Combined with background check platforms like Checkr, Sterling, or HireRight, your hiring pipeline becomes more efficient.
Why smart hiring tools work:
- Reduces time-to-hire without compromising candidate quality.
- Cuts down manual back-and-forth through automated steps.
- Improves experience for both delivery teams and candidates.
Strategy 6. Invest in Retention From Day One
Hiring doesn't stop at the offer letter - a strong onboarding experience increases candidate retention, accelerates productivity, and reduces the risk of early turnover.
Vouch supports this with internal communication tools that help deliver a smoother, more personal onboarding experience, especially important for hybrid and remote teams.
Why it works:
- Creates a consistent onboarding process across departments.
- Improves job satisfaction through clear expectations and early support.
- Strengthens internal mobility and long-term career planning.
Strategy 7. Use Investment Recruitment Agencies for Hard-to-Fill Roles
Some roles, particularly at the senior, executive, or technical level, require niche sourcing and deeper market knowledge. In these cases, it's smart to partner with recruiters who know the investment space inside out.
Here are 5 trusted investment recruitment agencies that offer tailored search services:
- Perella Weinberg Partners – Known for executive-level investment placements.
- Glocap – Focused on hedge funds, private equity, and investment banking.
- Options Group – Global search for investment and financial services.
- Sheffield Haworth – Experts in board and leadership placements.
- Russell Reynolds Associates – Trusted for tech and finance executive roles.
Why it works:
- Speeds up hiring for high-impact positions.
- Delivers vetted, pre-qualified candidates.
- Helps with global hiring needs and regulatory requirements.
Who Are The Top 10 Global Employers in the Investment Industry in 2025?
Here are 10 of the most influential employers currently leading in the investment world:
- BlackRock – Global ESG-focused asset manager (~20,000 employees | $19B revenue)
- Goldman Sachs – Investment banking and trading leader (~45,000 employees | $59B revenue)
- Morgan Stanley – Wealth management and global research powerhouse (~83,000 employees | $53B revenue)
- Fidelity Investments – Retirement and mutual fund specialists (~74,000 employees | $28B revenue)
- JPMorgan Chase – Leading across private equity, venture capital, and wealth (~293,000 employees | $158B revenue)
- UBS Group – Global private banking and asset management leader (~74,000 employees | $35B revenue)
- Citadel – Hedge fund innovator and trading firm (~2,500 employees | $16B revenue)
- Bridgewater Associates – Global macro-focused investment firm (~1,500 employees | ~$6B revenue)
- KKR – Private equity and infrastructure investor (~2,400 employees | $8.5B revenue)
- Apollo Global Management – Alternative investments and retirement solutions (~2,500 employees | $9.3B revenue)
FAQs
What's the biggest hiring challenge in investment firms today?
Attracting top talent that aligns with both technical needs and company culture.
How does Vouch improve recruitment?
Vouch is designed to streamline employer branding, interviewing, and onboarding through employee-driven video.
What is an EVP?
Your Employee Value Proposition is what makes your company worth joining beyond salary.
How can we speed up our recruitment process?
Use tools like Vouch for early interviews and automate reference and background checks.
Which roles are in the highest demand?
Investor relations, risk management, digital asset analysts, and fund management professionals.
Is employee advocacy really effective in this industry?
Yes, especially for attracting executive candidates through trusted peer networks.
When should we partner with a recruitment agency?
For confidential, senior, or hard-to-fill roles - especially in niche areas like venture capital or technology leadership.
See Why Investment Recruiters & Talent Teams Love Vouch!
Used by companies like Cisco, Aldi, Ericsson, Canva, Nike, Warner Bros. Discovery, HubSpot, Amazon, Mars and thousands more, modern recruiters love Vouch.
Simply book a Vouch demo today to see how Vouch can help!
You might also like
Elevate Your Brand Today With Vouch
Discover how Vouch can accelerate talent acquisition while helping you stay on-brand.