At a Glance
- Tasks: Shape investment strategies and drive portfolio performance through macro analysis and innovative asset allocation.
- Company: Join a respected investment team in London that values integrity and innovation.
- Benefits: Dynamic work environment with opportunities for personal and professional growth.
- Other info: Engage in client presentations and strategic discussions to enhance your skills.
- Why this job: Make a real impact on investment outcomes while collaborating with industry experts.
- Qualifications: University degree, CFA Level 1, and 3+ years in investment strategy or asset allocation.
The predicted salary is between 54000 - 66000 £ per year.
Are you passionate about shaping investment strategy in a multi-asset context? Do you thrive in a collaborative, intellectually rigorous environment? We’re looking for an Asset Allocation Analyst to join our London-based CIO Office and help drive portfolio performance through insightful macro analysis, innovative asset allocation, and client-focused investment solutions.
As an Asset Allocation Analyst, you’ll play a pivotal role in delivering high-quality investment services across multiple products. You’ll work closely with internal teams and external stakeholders to develop and communicate actionable investment ideas.
Key responsibilities include:
- Collaborating with stakeholders to deliver a cohesive global investment and economic outlook
- Supporting strategic asset allocation using quantitative models and qualitative insights
- Presenting investment themes and ideas to drive portfolio decisions
- Conducting targeted macroeconomic and market research
- Engaging in client presentations, webinars, and strategic discussions
- Supporting portfolio managers in construction and documentation
- Promoting a strong compliance culture and adhering to regulatory standards
What You’ll Bring
- A university degree (or equivalent) and CFA Level 1 (or equivalent)
- 3+ years of experience in investment strategy, portfolio management, and asset allocation
- Proven expertise in multi-asset investment products
- Understanding of, and/or experience in, integrating AI tools into a central investment process
- Strong analytical skills and the ability to create and maintain quantitative models
- Excellent communication and presentation abilities
- A collaborative mindset and intellectual curiosity
- Deep understanding of financial services regulations and compliance
Why Join Us?
You’ll be part of a respected investment team that values integrity, innovation, and putting clients first. We offer a dynamic environment where your insights will shape investment outcomes, and your growth will be supported every step of the way.
Asset Allocation Analyst employer: Charles Stanley
Raymond James Wealth Management is an exceptional employer that fosters a collaborative and supportive work culture, particularly within the Intermediary Partnerships Support team. Employees benefit from comprehensive training and development opportunities, ensuring personal and professional growth while contributing to meaningful client outcomes. Located in a dynamic financial services environment, the company prioritises employee well-being and offers a range of resources to enhance job satisfaction and performance.
