Senior Researcher, Asset Allocation
7 days ago
Wellington Management's Investment Strategy & Solutions Group collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm's capabilities to create and manage investment solutions tailored to each client's specific goals. A critical component of that research is asset allocation research, which informs how we position portfolios across various asset classes. This research spans systematic and fundamental, short-term and long-term, broad-based and client-specific.
Key Responsibilities- Facilitating a team-based process that drives the asset allocation positions in our portfolios;
- Helping to generate asset class views through quantitative and fundamental research, in partnership with the Head of Research and the team, drawing upon both systematic and fundamental inputs;
- Providing input into the research agenda for the team, balancing a desire to continuously raise the level of foundational asset allocation research with the ability to apply this research for the benefit of the firm's clients;
- Forming a close partnership with our portfolio management team, our Head of active asset allocation research, other researchers and team members;
- Maintaining a connection to client trends and challenges, so that the research agenda encapsulates the questions of the future.
- A strong academic background, ideally including a post graduate degree or relevant professional qualification;
- A minimum of 10 years of relevant experience in investment research, strategy, economics, capital markets or another related field. Portfolio management experience would be helpful;
- Demonstrable experience in generating deep, differentiated research insights that impact client portfolios. This requires excellent domain knowledge across multiple asset classes, global markets and economies, and their drivers. Equity market expertise is preferred;
- Curiosity and enthusiasm for markets and investing;
- Strong analytical skills – excellent data collection and analysis skills;
- Coding proficiency (python) or a desire to quickly gain coding skills;
- Self-sufficiency in delivering relevant market based asset allocation research;
- A proven ability to deliver and execute research processes to a high standard, within deadlines, and in coordination with others;
- Experience in systematic, fundamental, or hybrid approaches to market research;
- A collaborative mindset, and the ability to partner with colleagues across the team and the firm globally;
- Strong written and verbal communication skills, with the ability to communicate deep research findings effectively to internal stakeholders (e.g. PMs, researchers, and other investors).
-
Asset Allocation Analyst
2 months ago
London, Greater London, United Kingdom Delectus Partners Full timeA growing investment management company seeks an asset allocation analyst to join its collegiate team on a maternity cover basis, on a one-year contract. As part of the wider research team, your role in this dynamic environment will provide insightful analysis of macroeconomic data and financial indicators that are input into investment strategies...
-
Asset Allocation Analyst
2 months ago
London, Greater London, United Kingdom Rathbones Full timeRathbones provides individual investment and wealth management services for private clients, charities, trustees and professional partners. We have been trusted for generations to manage and preserve our clients' wealth. Our tradition of investing and acting responsibly has been with us from the beginning and continues to lead us forward. Our ambition is to...
-
Senior Research Analyst, Multi-Asset Strategies
4 weeks ago
London, Greater London, United Kingdom Wellington Management Full timePosition OverviewWellington Management's Investment Strategy & Solutions Group is on the lookout for a Senior Research Analyst specializing in Asset Allocation to lead the development of asset allocation strategies for client portfolios. The selected candidate will play a pivotal role in a collaborative environment, generating insights on asset classes...
-
Strategic Asset Allocation Specialist
5 days ago
London, Greater London, United Kingdom Selby Jennings Full timeWe are currently representing a leading Multi Family Office who are looking to add an experienced Technical Investment Individual to their team in London.The Ideal CandidateExcellent Academics, graduating from top Universities in relevant fields.MBA, CFA, or equivalent advanced degree/certification preferred.6-10 years' experience, in strategic asset...
-
Strategic Asset Allocation Specialist
5 days ago
London, Greater London, United Kingdom Selby Jennings Full timeWe are currently representing a leading Multi Family Office who are looking to add an experienced Technical Investment Individual to their team in London.The Ideal CandidateExcellent Academics, graduating from top Universities in relevant fields.MBA, CFA, or equivalent advanced degree/certification preferred.6-10 years' experience, in strategic asset...
-
London, Greater London, United Kingdom Goldman Sachs Full timeJob Overview & Responsibilities The Investment Strategy Group (ISG), part of the Asset & Wealth Management Division at Goldman Sachs, specializes in delivering tailored asset allocation strategies to assist clients in safeguarding and enhancing their wealth. The primary duty of the selected candidate will be to formulate personalized asset allocation...
-
London, Greater London, United Kingdom Goldman Sachs Full timePosition Overview & Responsibilities The Investment Strategy Group (ISG), part of the Asset & Wealth Management Division at Goldman Sachs, specializes in delivering tailored asset allocation strategies aimed at helping clients safeguard and enhance their wealth. The primary role of the selected candidate will involve crafting personalized asset...
-
London, Greater London, United Kingdom Goldman Sachs Full timePosition Overview & Responsibilities The Investment Strategy Group (ISG), part of the Asset & Wealth Management Division at Goldman Sachs, specializes in delivering tailored asset allocation strategies to assist clients in safeguarding and enhancing their wealth. The primary role of the selected candidate will involve crafting personalized asset...
-
Lead Researcher, Multi Asset Investment
7 days ago
London, Greater London, United Kingdom Wellington Management Full timeAbout the RoleWellington Management's Investment Strategy & Solutions Group collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm's capabilities to create and manage investment solutions tailored to...
-
Lead Researcher, Multi Asset Investment
6 days ago
London, Greater London, United Kingdom Wellington Management Full timeAbout the RoleWellington Management's Investment Strategy & Solutions Group collaborates closely with clients to help solve their investment challenges. This ranges from sharing our research on portfolio construction, markets and manager selection, to drawing on the full breadth of the firm's capabilities to create and manage investment solutions tailored to...
-
London, Greater London, United Kingdom Wellington Management Full timePosition OverviewWellington Management is on the lookout for a Senior Asset Allocation Researcher to lead the development of asset allocation strategies within client portfolios. The selected individual will play a pivotal role in fostering a collaborative environment to produce asset class perspectives through both quantitative analysis and fundamental...
-
Asset Class Research Specialist
7 days ago
London, Greater London, United Kingdom Legal & General Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Multi-Asset Solutions Specialist to join our Asset Management division at Legal & General. As a key member of our team, you will be responsible for conducting in-depth research and analysis on investment managers in the private markets, including private equity, private debt, real estate,...
-
Vice President of Asset Allocation Strategies
4 weeks ago
London, Greater London, United Kingdom JP Morgan Chase Bank, National Association Full timeJob OverviewIn this position, you will be analyzing risk factors associated with long-term investment strategies utilizing advanced forecasting models, multi-period Monte Carlo simulations, historical stress-testing, and cluster analysis.Position Summary:As a Vice President within the Multi-Asset Solutions team, your primary focus will encompass three key...
-
London, Greater London, United Kingdom JP Morgan Chase Bank, National Association Full timeJob OverviewIn this position, you will be analyzing risk factors associated with long-term investment strategies utilizing advanced forecasting models, multi-period Monte Carlo simulations, historical stress-testing, and cluster analysis.Position Summary:As a Vice President within the Multi-Asset Solutions team, your primary focus will encompass three key...
-
London, Greater London, United Kingdom Goldman Sachs Full timePosition Overview:As an Analyst in the Strategic Asset Allocation Team, you will play a pivotal role in delivering tailored asset allocation strategies and insights for our clientele.Key Responsibilities:Design and implement personalized asset allocation frameworks and evaluations for clients.Work collaboratively with team members and advisors to collect...
-
Asset Class Research Expert
7 days ago
London, Greater London, United Kingdom Legal & General Full timeAbout the RoleWe are seeking a highly skilled Senior Multi-Asset Solutions Specialist to join our team at Legal & General Asset Management. As a key member of our investment team, you will be responsible for working with clients to help them manage their private market assets, including researching new ideas, maintaining existing assets, and divesting...
-
London, Greater London, United Kingdom Goldman Sachs Full timePosition Overview:The Analyst in the Strategic Asset Allocation Team will be responsible for:Creating tailored asset allocation strategies and conducting comprehensive analyses for clients.Working closely with team members and advisors to collect client data and evaluate investment portfolios.Supporting research initiatives related to asset allocation and...
-
Investment Data Analyst
7 days ago
London, Greater London, United Kingdom Martis Search Full timeJob SummaryMartis Search is representing a global Asset Management company to hire a permanent Data Analyst - Asset Allocation (Front Office Investment Data Analyst role) in their West End based office.About the RoleThe successful candidate will be responsible for interpreting investment data and writing reports on the data findings to inform investment...
-
London, Greater London, United Kingdom Goldman Sachs Full timeAbout the RoleThe Investment Strategy Group (ISG) within the Asset & Wealth Management Division of Goldman Sachs is seeking a highly skilled Strategic Asset Allocation Analyst to join their team. As a key member of the team, you will be responsible for developing customized asset allocation solutions and analysis for clients.Key ResponsibilitiesDevelop...
-
London, Greater London, United Kingdom Goldman Sachs Full timeAbout the RoleThe Investment Strategy Group (ISG) within the Asset & Wealth Management Division of Goldman Sachs is seeking a highly skilled Strategic Asset Allocation Analyst to join their team. As a key member of the team, you will be responsible for developing customized asset allocation solutions and analysis for clients.Key ResponsibilitiesDevelop...
