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- Tasks: Lead strategic asset allocation and portfolio design for global clients.
- Company: Join an award-winning consultancy known for innovative investment solutions.
- Benefits: Enjoy a competitive salary, bonus opportunities, and a dynamic work environment.
- Why this job: Make a real impact by optimising client portfolios with your analytical skills.
- Qualifications: Experience in investment management, strong Python skills, and knowledge of asset classes required.
- Other info: This position is currently closed for applications.
The predicted salary is between 51600 - 61600 £ per year.
This position is no longer open for applications
Salary: GBP60000 – GBP70000 per annum + Bonus
Award winning consultancy looking to add to their portfolio solutions team. Keen to find a candidate with strong strategic asset allocation skills and Python coding ability.
This role involves leading strategic asset allocation and portfolio design advisory services, tailored to meet the diverse investment needs of their global clients. The strategist will engage in in-depth analysis across a broad spectrum of asset classes including public equity, fixed income, hedge funds, private equity, debt, infrastructure, and real estate, providing clear, actionable advice to optimise client portfolios.
Responsibilities will include:
Design and present custom investment solutions, acting as a consultant and expert to clients, guiding them through the complexities of strategic asset allocation and portfolio construction across a range of asset classes.
Utilise advanced analytical methods to analyse, interpret, and present data, offering strategic insights to clients.
Develop and refine analytical tools critical for delivering the services
Support the Portfolio Solutions team\’s business development and client acquisition efforts, through presenting to prospects, writing thought pieces and developing the services offered, and working in tandem with Relationship Managers.
Raising the profile of the Portfolio Solutions team through research publications.
The level of autonomy and project leadership given to the candidate will depend on his/her level of seniority and number of years of experience in the industry.
Experience and skills required:
Demonstrated experience in investment management or consultancy, with exposure to multi-asset class, multi-manager portfolio and private market investment activities being desirable attributes.
Experience of the fund management industry gained within the asset owner / manager / adviser space.
A solid understanding of all major asset classes and portfolio theory, skilled in strategic asset allocation, and portfolio construction.
Advanced proficiency in a range of financial analyses, including but not limited to efficient frontier analysis, simulation analysis, regression analysis, private markets cash flow analysis, and timeseries analysis.
The ability to understand, interpret, and replicate academic or practitioner research papers is essential.
Proficiency in programming, particularly Python, for running analyses and developing analytical tools.
Name:
Please include your first and last name.
Email: @
Phone:
Please include your country code.
CV / Resume:
Yes, I am currently eligible to work (work permit/visa/citizenship) in the country to which I am applying. No, I am not currently eligible to work (work permit/visa/citizenship) in the country to which I am applying.
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Associate - Portfolio Solutions employer: Goodman Masson
Contact Detail:
Goodman Masson Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Associate - Portfolio Solutions
✨Tip Number 1
Network with professionals in the investment management and consultancy sectors. Attend industry events, webinars, or local meetups to connect with people who work in portfolio solutions. This can help you gain insights into the role and potentially get referrals.
✨Tip Number 2
Showcase your Python skills by working on relevant projects or contributing to open-source initiatives. Having a portfolio of your coding work can demonstrate your proficiency and problem-solving abilities to potential employers.
✨Tip Number 3
Stay updated on the latest trends and developments in strategic asset allocation and portfolio management. Follow industry publications, blogs, and thought leaders to ensure you can engage in informed discussions during interviews.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your past experience that highlight your analytical skills and strategic thinking. Being able to articulate how you've successfully navigated complex portfolio challenges will set you apart.
We think you need these skills to ace Associate - Portfolio Solutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in investment management and consultancy, particularly focusing on strategic asset allocation and portfolio construction. Use specific examples that demonstrate your proficiency in Python and your analytical skills.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Discuss how your background aligns with their needs, particularly in multi-asset class investment activities and your ability to provide actionable insights.
Highlight Relevant Skills: In your application, emphasise your advanced analytical methods and financial analyses skills. Mention specific techniques you are proficient in, such as efficient frontier analysis or regression analysis, to demonstrate your expertise.
Showcase Your Programming Ability: Since proficiency in Python is crucial for this role, include any relevant projects or experiences where you've used Python for financial analyses or developing analytical tools. This will set you apart from other candidates.
How to prepare for a job interview at Goodman Masson
✨Showcase Your Strategic Asset Allocation Skills
Be prepared to discuss your experience with strategic asset allocation in detail. Highlight specific projects where you successfully designed and implemented investment solutions, and be ready to explain your thought process and the outcomes.
✨Demonstrate Your Python Proficiency
Since Python coding ability is crucial for this role, come equipped with examples of how you've used Python in your previous work. Whether it's for data analysis or developing analytical tools, be ready to discuss your coding experience and any relevant projects.
✨Prepare for In-Depth Analytical Discussions
Expect to engage in discussions about various asset classes and portfolio theory. Brush up on advanced financial analyses like efficient frontier analysis and regression analysis, and be ready to explain how these methods can optimise client portfolios.
✨Research the Company and Its Clients
Familiarise yourself with the consultancy's portfolio solutions team and their approach to client engagement. Understanding their client base and the types of investment needs they address will help you tailor your responses and demonstrate your fit for the role.
