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For Companies At a Glance
- Tasks: Lead investment strategy and innovation for multi-asset portfolios at Cazenove Capital.
- Company: Join a global investment manager with over 200 years of experience.
- Benefits: Competitive salary, professional development, and a dynamic work environment.
- Why this job: Make a real impact in investment strategy while collaborating with top professionals.
- Qualifications: Degree level education; IMC, CAIA or CFA qualifications are a plus.
- Other info: Opportunity to develop key talent and ensure effective team operations.
The predicted salary is between 43200 - 72000 ÂŁ per year.
You will be asked to be one of the leaders of the Cazenove Capital investment process in multi-asset class portfolios as an investment specialist. You will use your expert knowledge in investment strategy and fund research in order to direct, and lead the continuing innovation of, the firm’s investment offering. You will be responsible for the communication of the firm’s investment strategy and offering both internally and externally to the firm’s clients.
About Us
We are a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we have been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
Responsibilities
- To be a key contributor in formulating the core multi-asset investment strategy at the firm, with a specific focus on positioning of core investment models run by Cazenove Capital. This will include membership of the Funded Investment Committee, the Investment Strategy Group (ISG), and in most instances, the Wealth Management Investment Committee (WMIC).
- To chair the weekly ISG, which includes setting the research agenda, leading discussions, conducting relevant asset class research and overseeing research input from other ISG members. This will also include determining which trade proposals to take forward to the WMIC and providing them with fortnightly updates on ISG views and activity.
- To lead the annual review process of Cazenove’s strategic asset allocation (SAA). This includes defining expected risk and return for all asset classes, as well as ensuring model portfolio allocations meet inflation-based targets.
- To be a leading figure in the development, running and communication of investment models and strategic investment capabilities run at Cazenove Capital. This may include membership of specialist investment committees and/or strategic asset class forums.
- To direct the preparation of, and be a key communicator of, formal presentation and other marketing material regarding the Cazenove investment process, strategy outlook, investment offerings and SAA. This will include presentation material for the Quarterly Investment Briefing and Monthly Investment Forums, as well as material for any other internal and external presentations as required.
- To assist Portfolio Directors and Managers in the management of certain client assets and attend meetings with external clients as an investment specialist as required.
- To aid, and in some instances attend, new business pitches as required.
- To contribute to wider external client communications, such as written thought pieces, client webinars and client conferences/roadshows.
- To assist in the preparation and delivery of client specific presentations as requested.
- To assist the “front office” (i.e. client-facing staff representing private clients, charities and family offices) with ad-hoc client/prospect queries and requests.
- To lead the collaboration on asset allocation within the wider Schroders Group, including different investment divisions and regional entities. Leading initiatives that maximise the relationship fully to the benefit of clients.
- To take a lead role in implementing the annual and long-term strategy for Wealth Management and ensure this is consistent with the Group strategy.
- To be responsible with the CIO and other Investment Directors for ensuring that the strength, quality and capabilities of the investment team are consistent with the stated strategy of the business, and ultimately the Group.
- To help ensure that the investment team operates effectively and in accordance with all procedures, including the identification, management and reporting of risks.
- To help ensure that the teams are operating within the requirements of all appropriate laws and regulations.
- To adhere to all Group policies, processes and procedures.
- Help to retain and develop key talent within the team.
- Ensure that delegated responsibilities are clearly identified and documented.
Qualifications
- Educated to degree level or equivalent
- IMC, CAIA or CFA qualifications are desirable but not essential
The Knowledge, Experience And Qualifications That Will Help
- Excellent analytical skills, including an ability to make judgments about management skills and define the expected risk/reward characteristics of opportunities.
- Strong knowledge of Excel
- Good knowledge of Word, PowerPoint, Teams, Eikon and Lipper
Investment Strategy Director 12 month FTC (Maternity Cover) (m|f|x) employer: E Fundresearch
Contact Detail:
E Fundresearch Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investment Strategy Director 12 month FTC (Maternity Cover) (m|f|x)
✨Network Like a Pro
Get out there and connect with people in the investment world! Attend industry events, webinars, or even local meetups. You never know who might have a lead on that perfect role or can give you insider tips about the company.
✨Show Off Your Expertise
When you get the chance to chat with potential employers, don’t hold back! Share your insights on investment strategies and market trends. This is your moment to shine and show them why you’re the right fit for the Investment Strategy Director role.
✨Prepare for Interviews
Do your homework before any interview. Understand the firm’s investment philosophy and be ready to discuss how your experience aligns with their goals. Practise common interview questions and prepare some thoughtful questions of your own to ask!
✨Apply Through Our Website
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re genuinely interested in joining our team at Cazenove Capital.
We think you need these skills to ace Investment Strategy Director 12 month FTC (Maternity Cover) (m|f|x)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the specific skills and experiences that align with the Investment Strategy Director role. Highlight your expertise in investment strategy and fund research, as these are key to what we’re looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your background makes you the perfect fit. Don’t forget to mention your communication skills, as they’re crucial for this position.
Showcase Your Analytical Skills: Since this role requires excellent analytical skills, be sure to include examples of how you've successfully made judgments about management skills or defined risk/reward characteristics in your previous roles. We want to see your thought process!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way to ensure your application gets into the right hands. Plus, it shows us you’re serious about joining our team at Cazenove Capital!
How to prepare for a job interview at E Fundresearch
✨Know Your Investment Strategies
Make sure you brush up on the latest trends in multi-asset investment strategies. Be prepared to discuss how you would formulate and communicate these strategies effectively, as this role requires a deep understanding of investment models and asset allocation.
✨Showcase Your Leadership Skills
As you'll be chairing meetings and leading discussions, it's crucial to demonstrate your leadership abilities. Prepare examples of how you've successfully led teams or projects in the past, especially in high-stakes environments like investment committees.
✨Prepare for Client Communication Scenarios
Since you'll be communicating with clients and preparing presentations, practice articulating complex investment concepts in a clear and engaging manner. Think about how you can tailor your communication style to different audiences, whether internal teams or external clients.
✨Familiarise Yourself with the Firm's Culture
Research Cazenove Capital’s history, values, and recent developments. Understanding their commitment to client success and societal impact will help you align your answers with their ethos during the interview, showing that you're not just a fit for the role but also for the company.
