Asset Allocation Specialist
22 hours ago
Location: London, UK
Overview:
JCW is seeking an experienced Asset Allocation Specialist to join our investment advisory team. As an Asset Allocation Specialist, you will provide investment counseling and support asset allocation and portfolio management.
Responsibilities:
- Develop and implement asset allocation strategies for clients.
- Conduct research and due diligence on various investment products.
- Prepare client reports and presentations to communicate investment recommendations.
- Collaborate with internal teams to ensure seamless execution of investment strategies.
Requirements:
- Bachelor's or Master's degree in finance, economics, or a related field.
- 2-5 years of experience in investment consulting or wealth management.
- Strong understanding of asset allocation and investment planning.
- Excellent analytical, communication, and project management skills.
Benefits:
This role offers a competitive salary of £55,000 - £70,000 per annum, based on experience, plus benefits and opportunities for professional growth.
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