Asset Allocation Analyst

Asset Allocation Analyst

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Analyse macro trends and drive strategic asset allocation decisions.
  • Company: Join a respected investment team at Raymond James UK.
  • Benefits: Full-time role with opportunities for professional growth and client engagement.
  • Why this job: Make a meaningful impact on portfolio performance and client outcomes.
  • Qualifications: Strong analytical skills and a university degree + CFA Level 1.
  • Other info: Collaborative environment in London with a focus on innovation.

The predicted salary is between 36000 - 60000 £ per year.

Are you passionate about macro trends, asset allocation, and delivering high-impact investment insights? We’re looking for an Asset Allocation Analyst to join our London-based CIO Office and help drive portfolio performance across multiple products.

What You’ll Do:

  • Analyse macroeconomic, valuation, and market behavioural signals across traditional and alternative asset classes
  • Drive strategic and dynamic asset allocation decisions
  • Present actionable investment ideas to internal committees and external clients
  • Contribute to client presentations, webinars, and investment forums
  • Support portfolio construction and ensure regulatory compliance

What You’ll Bring:

  • Strong quantitative and qualitative analytical skills
  • Excellent communication and presentation abilities
  • A collaborative mindset and intellectual curiosity
  • Deep understanding of financial services regulations
  • University degree + CFA Level 1 (or equivalent)

This is a unique opportunity to work alongside a respected investment team, engage with a broad client network, and make a meaningful impact on portfolio outcomes.

Ready to take the next step? Apply now.

Asset Allocation Analyst employer: Raymond James UK

Raymond James UK is an exceptional employer that fosters a dynamic and collaborative work culture, where employees are encouraged to engage with macro trends and contribute to impactful investment strategies. Located in the heart of London, we offer our Asset Allocation Analysts not only competitive benefits but also ample opportunities for professional growth and development within a respected investment team. Join us to make a meaningful impact while working alongside industry experts in a vibrant city known for its financial prowess.
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Contact Detail:

Raymond James UK Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Asset Allocation Analyst

✨Tip Number 1

Network like a pro! Reach out to professionals in the finance sector, especially those who work at Raymond James or similar firms. A friendly chat can open doors and give you insights that might just land you an interview.

✨Tip Number 2

Prepare for the interview by brushing up on macroeconomic trends and asset allocation strategies. We recommend creating a cheat sheet of key concepts and recent market movements to impress your interviewers with your knowledge.

✨Tip Number 3

Showcase your analytical skills during interviews. Bring examples of past projects where you’ve successfully analysed data or made strategic decisions. This will demonstrate your ability to contribute to portfolio performance.

✨Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Raymond James.

We think you need these skills to ace Asset Allocation Analyst

Macroeconomic Analysis
Valuation Analysis
Market Behavioural Analysis
Asset Allocation
Investment Insights
Quantitative Analytical Skills
Qualitative Analytical Skills
Communication Skills
Presentation Skills
Collaboration
Intellectual Curiosity
Financial Services Regulations
Portfolio Construction
Regulatory Compliance
CFA Level 1 (or equivalent)

Some tips for your application 🫡

Tailor Your CV: Make sure your CV is tailored to the Asset Allocation Analyst role. Highlight your analytical skills and any relevant experience in macro trends and asset allocation. We want to see how you can bring value to our team!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to express your passion for investment insights and how your background aligns with what we’re looking for. Keep it engaging and professional, and don’t forget to mention why you want to join us at StudySmarter.

Showcase Your Skills: In your application, be sure to showcase both your quantitative and qualitative analytical skills. We love candidates who can communicate complex ideas clearly, so include examples of how you've done this in the past.

Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s straightforward and ensures your application goes directly to us. Don’t miss out on this unique opportunity to join our team!

How to prepare for a job interview at Raymond James UK

✨Know Your Macroeconomic Trends

Before the interview, brush up on current macroeconomic trends and how they impact asset allocation. Be ready to discuss recent market movements and your insights on them. This shows your passion for the role and that you’re engaged with the industry.

✨Prepare Actionable Investment Ideas

Think of a few actionable investment ideas that you can present during the interview. Tailor these ideas to the company’s focus areas and be prepared to explain your reasoning. This demonstrates your analytical skills and ability to contribute from day one.

✨Practice Your Presentation Skills

Since communication is key in this role, practice presenting your ideas clearly and confidently. You might even want to rehearse with a friend or in front of a mirror. This will help you articulate your thoughts effectively during the interview.

✨Show Your Collaborative Spirit

Be ready to discuss examples of how you’ve worked collaboratively in the past. Highlight your ability to engage with teams and clients, as this role requires a collaborative mindset. It’s all about showing that you can work well with others to drive portfolio performance.

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