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 72000 - 108000 £ 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) in London 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) in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment world, especially those who might know someone at Cazenove Capital. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by diving deep into Cazenove's investment strategies and recent market trends. Show us you’re not just another candidate; demonstrate your passion and knowledge about their approach to multi-asset portfolios.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview or networking event, drop a quick thank-you email. It keeps you on their radar and shows your enthusiasm for the role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Cazenove Capital.
We think you need these skills to ace Investment Strategy Director 12 month FTC (Maternity Cover) (m|f|x) in London
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Investment Strategy Director role. Highlight your relevant experience in investment strategy and fund research, and show us how you can contribute to our innovative investment offerings.
Showcase Your Expertise: Use your application to demonstrate your analytical skills and knowledge of multi-asset class portfolios. We want to see how your expertise aligns with our investment process and how you can lead discussions within our teams.
Be Clear and Concise: When writing your application, keep it clear and to the point. Use straightforward language to communicate your ideas and experiences, making it easy for us to see why you’re a great fit for the role.
Apply Through Our Website: We encourage you to apply directly through our website. This way, you’ll ensure your application reaches us quickly and efficiently, and you’ll be one step closer to 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 approach formulating core investment models and your thoughts on current market conditions.
✨Showcase Your Communication Skills
As a key communicator of the firm's investment strategy, practice articulating complex ideas clearly and concisely. Prepare examples of how you've effectively communicated investment strategies or insights to clients or stakeholders in the past.
✨Demonstrate Leadership Experience
Highlight your experience in leading discussions and setting agendas, especially in committee settings. Be ready to share specific instances where your leadership has driven successful outcomes in investment processes.
✨Prepare for Technical Questions
Expect questions that test your analytical skills and knowledge of risk/reward characteristics. Brush up on your Excel skills and be ready to discuss how you would use data to inform investment decisions.
