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.What You’ll DoAs an Asset Allocation Analyst, you’ll play a pivotal role in delivering high-quality investment services across multiple products.
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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 outlookSupporting strategic asset allocation using quantitative models and qualitative insightsPresenting investment themes and ideas to drive portfolio decisionsConducting targeted macroeconomic and market researchEngaging in client presentations, webinars, and strategic discussionsSupporting portfolio managers in construction and documentationPromoting a strong compliance culture and adhering to regulatory standardsWhat You’ll BringWe’re seeking a candidate with:A university degree (or equivalent) and CFA Level 1 (or equivalent)3+ years of experience in investment strategy, portfolio management, and asset allocationProven expertise in multi-asset investment productsUnderstanding of, and/or experience in, integrating AI tools into a central investment processStrong analytical skills and the xsabvtc ability to create and maintain quantitative modelsExcellent communication and presentation abilitiesA collaborative mindset and intellectual curiosityDeep understanding of financial services regulations and complianceWhy 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.Full timePosting Date: 2026-02-19
Asset Allocation Analyst in Vauxhall 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.
