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Global Macro Strategist – Structural Themes (AI, Technology & Innovation)

F&L Search, New York, NY, United States


We're working on behalf of a

leading global macro research firm

on a search for a senior researcher to help build and lead a new cross-asset research product focused on

major structural shifts shaping the global economy and markets .

The remit spans themes such as

AI and automation, the energy transition, next-generation infrastructure, biotech innovation, space infrastructure, quantum science, and next-generation computing , with a focus on how these forces translate into

macro outcomes and investment opportunities across asset classes .

The role The successful candidate will:

Develop

differentiated, forward-looking research

on structural themes and their implications for global growth, inflation, and policy

Translate complex technological and economic developments into

clear, actionable cross-asset investment ideas

across equities, fixed income, FX, and commodities

Build

frameworks and scenarios

linking long-term thematic change to nearer-term market pricing and positioning

Produce high-quality written research and thought leadership for an institutional client base

Work closely with senior strategists and economists to shape a distinctive and commercially relevant research product

This is a research-led role with a strong emphasis on

original thinking, synthesis, and communication . It is not a pure data science, engineering, or portfolio management position.

Background The firm is open on background, but strong candidates are likely to demonstrate:

The ability to write

truly differentiated research

on complex themes such as:

AI and automation

The energy transition

Next-generation infrastructure

Biotech and life sciences

Space and advanced technologies

Quantum and next-generation computing

A strong grounding in

global macro and capital markets , with cross-asset fluency

Experience translating thematic views into

investment-relevant insights

A track record of engaging sophisticated institutional clients through written research and discussion

Candidates may come from macro research, strategy, economics, or other investment-facing roles with a strong thematic focus.

Location & compensation

Location is flexible across major financial centres

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