Investment Portfolio Specialist

3 weeks ago


London, Greater London, United Kingdom Mason Blake Full time

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An exciting opportunity has arisen for a skilled Investment Portfolio Specialist to join the Investment Strategy team at Mason Blake, one of the UK's largest asset owners. This role will play a pivotal part in supporting strategic investment decisions and driving innovation across the portfolio construction process.

About the Role

This is an exceptional opportunity for a motivated individual with 5-8 years' experience researching or practicing in multi-asset portfolio construction. As an Investment Portfolio Specialist, you will be responsible for leading client portfolio construction and identifying the best strategic model portfolios for clients.

Key Responsibilities:

  1. Lead Client Portfolio Construction: Develop and implement strategic model portfolios that meet client objectives.
  2. Enhance Framework with Data Analytics: Utilize data analytics and research to ensure proposed model portfolios are grounded in solid analytical thinking.
  3. Integrate Model Portfolios: Collaborate with internal stakeholders to integrate model portfolios across the wider business.
  4. Drive Improvements: Enhance the portfolio construction research agenda to drive innovation and improve outcomes.
  5. Maintain Macro-Economic Forecasts: Develop and maintain macro-economic forecasts, expected returns, and long-run risk relationships for select macro variables and sub-asset classes.

Compensation:

The estimated salary for this role is £80,000 - £110,000 per annum, depending on experience.

About You

We are looking for a self-motivated, humble, confident, proactive, and team player with a clear passion for investing. You should have advanced Excel skills and proficiency in Python, R, or VBA. A strong academic record and desire to continue learning are essential.



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