Investment Strategist in London

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows. As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

Rothschild & Co Wealth Management

Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth. We provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long–term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

The successful candidate will be based in London, and responsible for a wide range of macro inputs to Rothschild & Co’s investment processes.

Responsibilities:

• Contributing to macroeconomic, asset allocation and sector analysis and advice in support of the London and Swiss Wealth Management businesses
• Responsibility for a wide range of presentation materials designed for internal and external meetings
• Input to written publications: blog posts, Market Perspective, Mosaique Insights, miscellaneous marketing publications
• Primary responsibility for monthly and quarterly macro commentary
• Supporting the Swiss discretionary asset allocation committee with regular macro, regional and sectoral updates, and helping to shape the Strategy Team’s input to portfolio decisions
• Supporting the Swiss portfolio advisory business with ad hoc and thematic ideas
• Helping maintain asset allocation and prospective return models
• Deputising for senior team members when required
• Deepening their knowledge base (via industry conferences, ongoing research) in order to better inform the ‘house view’ and develop their potential
• Supporting internal Rothschild & Co committees, and the Global Advisory business, with briefing material and presentations on request

Experience, Skills and Competencies Required:

• A relevant university degree such as Economics or within another Financial related field
• Highly numerate, financially aware and able to demonstrate a keen interest in economics, finance and current affairs
• Excellent communications skills, highly articulate and literate
• Good written skills with a creative flair
• Proficiency in coding (e.g. Python) and comfortable solving problems; experience with Bloomberg and/or DataStream; advanced MS Office knowledge
• 2-4 years’ prior experience working as an economist or market analyst within another financial services organization. Knowledge of multiple asset classes, and ideally a familiarity with foreign exchange markets

One reason for the long-term success of our business is the importance we place on being principled. It is this belief that drives both the way we work with our clients and the way we hire, manage and develop our people – and we look for the same qualities from them in return. Our teams reflect the diverse needs of our clients, businesses and the markets we operate in around the world. We value, and seek to maintain, an eclectic mix of skills and backgrounds – encouraging everyone to come together to share their perspectives for the good of each other, the business and our clients.