We have a very exciting new opportunity in an up-and-coming Wealth Management firm, who are entering a growth phase and have a bullish 24 month (internal) outlook.
Individual will report directly to the CIO.
Requirements:
- 5 years’ experience of an Investment Analyst position, with strong fundamental and macro understanding.
- Multi-sector, UK led market approach
- Experience interacting with HNW/ UHNW client base
- CFA charter holder (L3)
Senior Investment Analyst
Reporting line: CIO
Function: Investment
Company: Wealth Management
Specific Responsibilities
* Lead development efforts to build the technical infrastructure associated with the portfolio construction approach.
* Lead on the implementation of new models based on new ranges mandated by Investment Committee and CIO.
* Maintenance of all model portfolios (core & bespoke) to ensure that all portfolios are in line with target asset allocation and underlying portfolio characteristics within a range as determined by the CIO based on decisions made at IC level.
* Implement changes in target weights in a timely, cost effective and compliant manner across all portfolios post IC strategic decisions (generally twice per year).
* Maintain records of portfolio changes, sign off process and the rationale.
* Construct and monitor single stock and bond ladder portfolios including identifying appropriate bond replacements upon bond maturity.
* Lead development efforts to build an in-house quantitative risk monitoring dashboard for each portfolio to determine whether model portfolios are line with strategic risks as determined by the IC and or portfolio constraints.
* Assist CIO with annual fund due diligence review meetings with our major active fund providers.
* Lead development efforts to build an in-house risk monitoring dashboard and review mechanism (including both quantitative and qualitative monitoring indicators) to oversee fund performance.
* Conduct regular model portfolio review to ensure portfolios are positioned within IC agreed risk guidelines and track within performance expectations.
* Lead on establishing a formal active fund/manager selection process, which combines fundamental research with quantitative analysis to help inform investment decisions from IC.
* Responsible for fund due diligence review process to ensure that all existing funds are reviewed across quantitative and qualitative factors and compared versus competitors on a rolling frequent basis.
* Undertake detailed manager and fund research and selection following CIO and IC’s view in market opportunities.
* Assist CIO in improving and maintaining the firm’s framework for strategic asset allocation.
* Assist CIO in maintaining our Long-Term Capital Market Assumptions framework.
* Lead on maintaining and improving fund database, ensuring the effective utilisation of data feeds and error-free raw data environment with support of junior analyst.
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