Multi-Asset Investment Lead

5 days ago


London, Greater London, United Kingdom Ad Idem Consulting Full time

A career opportunity has arisen at Ad Idem Consulting for a skilled Senior Investment Strategist to drive our tactical asset allocation process forward. This role offers a unique chance to contribute to investment decision-making and manage complex asset allocation.

Main responsibilities:

  • Day-to-day management of the tactical asset allocation process.
  • Analysis and risk management of asset allocation to inform investment decisions.
  • Trade calculation and communication.
  • Stakeholder engagement for effective investment strategy dissemination.
  • Review and evaluation of external investment managers.
  • Regulatory compliance and awareness.

To succeed in this role, you should possess:

  • CFA certification.
  • Expertise in top-down, fundamental investment strategy across all asset classes, especially equities.
  • Experience in implementing TAA views using funds.
  • Prior leadership in investment decision-making.
  • In-depth understanding of macroeconomic factors impacting investment strategy.
  • Familiarity with relevant market and economic metrics.
  • Ability to assess investment managers' performance.
  • Effective risk management of multi-asset portfolios.
  • Portfolio management expertise with client/adviser distribution models and platforms.

The estimated salary for this position is between £90,000 - £120,000 annually, depending on your background.



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