About The Role
The Asset Allocation Analyst will assist the Asset Allocation Strategist who is responsible for proprietary macroeconomic and investment strategy research. The candidate will also be expected to contribute to the generation of tactical asset allocation ideas, as well as the development and evolution of new and existing methodologies. The candidate will attend the quarterly asset allocation committee meetings, and will help put together the meeting papers and coordinate the meeting outputs. The candidate will have the opportunity to provide updates on asset allocation strategy to the firms investment managers and to contribute to materials published externally. She/he will also take responsibility for following the views of the external macro strategists and economists to whom we subscribe, for coordinating and hosting meetings and for communicating key themes to colleagues. The candidate will be expected to collaborate with the wider research team and investment committees in providing analysis and information to assist with joining top down and bottom up recommendations, as well as sector and thematic investment ideas.
- Assist the Asset Allocation Strategist in the analysis and interpretation of macroeconomic and market data
- Assist in the preparation of meeting papers and contribute towards the communication of committee decisions. Advise the Strategic Asset Allocation Committee of risks and opportunities in the construction of investment strategies.
- Build presentations on asset allocation strategy and contribute to their content. Coordinate and update content covering asset allocation and strategy for use within marketing collateral.
- Respond to queries from investment managers and support new business generation
- Maintain the asset allocation models, historic allocations and monitor and report their performance over time.
- Support the delivery of the overall investment process collaborating with the wider research team.
- Communicate asset allocation strategy to investment managers at weekly investment meeting and through written pieces on the internal Research Hub.
- Manage the relationships with third-party investment research providers.
Qualifications, Skills & Experience
- degree is not in economics, the candidate must demonstrate an experiential grounding in macroeconomics and a high degree of numeracy.
- Minimum CFA level 1
- Strong public speaking skills.
- Excellent writing skills.
- Strong analytical skills
- At least 2 years of experience working within an investment or research environment. Practical experience of asset allocation strongly desirable.
- Some experience of quantitative or econometric analytical techniques.
- Understand the drivers of the major asset classes and how these impact market dynamics.
- Good knowledge of macroeconomics, and experience of how macro factors relate to investing in a practical sense.
- Working relationships
- To actively build constructive relationships with other members of staff, (supervisor, manager, colleagues), providing support for other team members. Share and develop ideas, listen and consult with colleagues. To build and maintain a professional service to meet the needs of our clients and external contacts.
- Communication skills
- To communicate, both verbally and through the written word, in an effective and positive manner, adopting a flexible and adaptable approach.
- Corporate and cross functional awareness
- To have an understanding of the professional and personal services, offered by the firm, to our clients. Develop and maintain an awareness of the organisational structure and goals. Demonstrate an understanding of the work of other departments in the organisation and how they inter-relate. Relate own work to that of other departments in the organisation.
- To understand and comply with the requirements of our regulators, as they impact upon the business.
- Technical Expertise
- To demonstrate detailed job knowledge and expertise in own area and capably answer technical questions from clients or colleagues.
- Analytical thinking
- To be able to deal with data quickly and accurately and relate and compare data from difference sources. Recognise trends, identifying key issues and securing relevant information.
- Attention to detail and quality
- To regularly check work, ensuring all details are correct in order to maintain a high level of accuracy and a low level of errors within agreed deadline.
- Time Management
- To be able to plan and manage time effectively, allocating realistic timescales in order to achieve and meet deadlines. Remain objective under pressure and continue to work productively and in a focussed way.
- Procedures and processes
- To demonstrate a methodical and consistent approach toward work and build systematic work processes into activities and tasks. Follow company policy and adhere to recommended working practices.
- Professional development
- To take responsibility for continuing ones own professional development.
- To adapt to change positively and be able to recognise and adapt to changing circumstances and priorities. Actively make the most of opportunities provided by change.
- To inspire trust in others by treating both clients and colleagues fairly and honestly, maintaining confidentiality at all times.