Strategic Asset Allocation Specialist

4 days ago

London, Greater London, United Kingdom Selby Jennings Full time

We 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 Candidate

  • Excellent Academics, graduating from top Universities in relevant fields.
  • MBA, CFA, or equivalent advanced degree/certification preferred.
  • 6-10 years' experience, in strategic asset allocation, portfolio management, or investment advisory roles, preferably within a family office or private wealth management environment.
  • Strong analytical skills, with the ability to interpret complex financial data and market trends.
  • Excellent communication and presentation skills, with the ability to articulate investment strategies and performance to clients clearly and confidently.
  • Proven track record of building and maintaining client relationships.

The Role

  • Develop and implement strategic asset allocation strategies to optimize client portfolios, considering market conditions, economic forecasts, and investment goals.
  • Conduct thorough market research & analysis to identify investment opportunities and risks across various asset classes, including alternatives and ETFs.
  • Construct, manage, monitor performance of client portfolios, ensuring alignment with their objectives and risk tolerance.
  • Provide expert advice and recommendations to clients on strategic asset allocation.
  • Implement strategies to mitigate potential portfolio risks and ensure the stability and growth of assets.
  • Build and maintain strong relationships with clients, providing tailored investment solutions.
  • Prepare and present investment reports & performance reviews to clients, articulating the rationale behind strategic decisions and portfolio performance.
  • Ensure all investment activities comply with regulatory requirements.

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