Investment Strategist

London, United Kingdom
21 Jan 2023
03 Feb 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The role
The Portfolio Strategy team within the Investment Strategy and Advice (ISA) function provides research, analysis and recommendations on asset allocation, portfolio construction and the investment outlook over cyclical and strategic horizons. This role involves leading the development of a process to support the team's medium-term investment outlook across the main asset classes and currencies.

Key responsibilities
  • Deliver investment recommendations on relative positioning across the main asset classes (equities, government bonds, corporate bonds, emerging markets bonds, commodities, etc.) and currencies (both developed and emerging), within the specific objectives and constraints of defined benefit (DB) and defined contribution (DC) funds
  • Develop a robust and repeatable investment process to support recommendations, including a consistent approach to analysis of the cyclical environment using macro and market inputs and a coherent framework for decision-making
  • Build and maintain analytical tools including scorecards, indicators, and data screens
  • Conduct scenario analysis, develop themes and narrative, and conduct analysis of market behaviour under different macro and market conditions
  • Engage with internal teams and external research providers and incorporate input
  • Undertake ad-hoc research projects on strategic and cyclical aspects of asset classes, currencies and asset allocation investment strategies
  • Deliver and present well-prepared input to internal stakeholders, including the Head of ISA and the Asset Allocation Committee, outlining research findings and investment recommendations
  • Maintain and improve the data and analytics used within Portfolio Strategy and the wider ISA team
  • Team responsibilities including minutes, documentation, monthly updates and model validations

Your experience
  • Excellent understanding of macroeconomics and investment theory/fundamentals, data sources and analysis across a range of asset classes
  • Substantial experience in a multi-asset context, preferably practical investment experience of institutional investment decision-making
  • Excellent understanding of macroeconomics and investment theory/fundamentals, data sources and analysis across a range of asset classes
  • Confident user of quantitative methods (statistics, econometrics) and their practical applications in an investment context
  • Pragmatism - ability to focus on key factors/variables/narratives as appropriate
  • A great attitude - proactive and enthusiastic, keen to provide views and challenge
  • Excellent analytical skills and intellectual curiosity - willingness and ability to investigate challenging concepts and develop new ideas
  • Attention to detail with the ability to identify and solve problems
  • Ability to communicate effectively in both written papers and oral presentations
  • Proficient at prioritisation, project organisation, and management of multiple workstreams
  • Good IT skills (especially Excel, coding in VBA/Python desirable)

My client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. They recognise the diverse lifestyles and priorities of employees and have reflected this in in the company's Flexible Working Framework, which, wherever possible, supports employees to find a balance that works for them whilst ensuring we always put our members' interests first.
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