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- Tasks: Lead strategic asset allocation and design custom investment solutions for global clients.
- Company: Join a dynamic firm focused on innovative portfolio solutions and client success.
- Benefits: Enjoy flexible work options, professional development opportunities, and a collaborative culture.
- Why this job: Make a real impact by optimising client portfolios and engaging in diverse asset classes.
- Qualifications: Experience in investment management, strong analytical skills, and proficiency in Python required.
- Other info: We prioritise equity in our recruitment process; let us know how we can support you.
The predicted salary is between 28800 - 43200 £ per year.
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.
In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.
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
Familiarise yourself with the latest trends in asset allocation and portfolio design. Read up on recent publications and research papers in the field, as this will not only enhance your knowledge but also give you talking points during interviews.
✨Tip Number 2
Network with professionals in the investment management industry. Attend relevant conferences or webinars where you can meet potential colleagues and learn more about the role. Building relationships can often lead to job opportunities.
✨Tip Number 3
Brush up on your programming skills, especially in Python. Being able to demonstrate your proficiency in developing analytical tools will set you apart from other candidates and show that you're ready to contribute from day one.
✨Tip Number 4
Prepare to discuss specific case studies or examples of your previous work in investment management. Highlight how you've successfully applied strategic asset allocation and portfolio construction principles to real-world scenarios.
We think you need these skills to ace Associate - Portfolio Solutions
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investment management or consultancy. Emphasise your exposure to multi-asset class portfolios and any specific achievements that demonstrate your skills in strategic asset allocation and portfolio construction.
Craft a Compelling Cover Letter: In your cover letter, clearly articulate your understanding of the role and how your background aligns with the responsibilities outlined. Mention specific analytical methods you are proficient in and how they can benefit the Portfolio Solutions team.
Showcase Analytical Skills: Provide examples of your advanced analytical skills in your application. Discuss any experience you have with financial analyses such as efficient frontier analysis or regression analysis, and highlight your proficiency in programming languages like Python.
Demonstrate Client Engagement Experience: If you have experience in client-facing roles, make sure to include this in your application. Describe how you've successfully guided clients through complex investment decisions and how you can contribute to business development efforts for the Portfolio Solutions team.
How to prepare for a job interview at Goodman Masson
✨Showcase Your Analytical Skills
Since the role requires advanced analytical methods, be prepared to discuss your experience with financial analyses. Bring examples of how you've used techniques like regression analysis or simulation analysis in past roles to solve complex problems.
✨Demonstrate Your Knowledge of Asset Classes
Familiarise yourself with various asset classes mentioned in the job description. Be ready to discuss how you would approach strategic asset allocation across these classes and provide insights on current market trends.
✨Prepare for Client-Focused Scenarios
As this role involves consulting with clients, think of scenarios where you've successfully guided clients through investment decisions. Prepare to share specific examples that highlight your ability to tailor solutions to meet diverse client needs.
✨Brush Up on Programming Skills
Proficiency in Python is essential for this position. Be ready to discuss any relevant projects where you've used programming to develop analytical tools or run analyses. If possible, bring a portfolio of your work to demonstrate your skills.
