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Charles Stanley & Co
Asset Allocation AnalystCharles Stanley & Co • London, United Kingdom
Asset Allocation Analyst

Asset Allocation Analyst

Charles Stanley & Co • London, United Kingdom
30+ days ago
Job type
  • Full-time
Job description

Are you passionate about shaping investment strategy in a multi-asset context? Do you thrive in a collaborative, intellectually rigorous environment? We’re looking for an Asset Allocation Analyst to join our London-based CIO Office and help drive portfolio performance through insightful macro analysis, innovative asset allocation, and client-focused investment solutions.

What You’ll Do

As an Asset Allocation Analyst, you’ll play a pivotal role in delivering high-quality investment services across multiple products. You’ll work closely with internal teams and external stakeholders to develop and communicate actionable investment ideas.

Key responsibilities include:

  • Collaborating with stakeholders to deliver a cohesive global investment and economic outlook
  • Supporting strategic asset allocation using quantitative models and qualitative insights
  • Presenting investment themes and ideas to drive portfolio decisions
  • Conducting targeted macroeconomic and market research
  • Engaging in client presentations, webinars, and strategic discussions
  • Supporting portfolio managers in construction and documentation
  • Promoting a strong compliance culture and adhering to regulatory standards

What You’ll Bring

We’re seeking a candidate with:

  • A university degree (or equivalent) and CFA Level 1 (or equivalent)
  • 3+ years of experience in investment strategy, portfolio management, and asset allocation
  • Proven expertise in multi-asset investment products
  • Understanding of, and/or experience in, integrating AI tools into a central investment process
  • Strong analytical skills and the ability to create and maintain quantitative models
  • Excellent communication and presentation abilities
  • A collaborative mindset and intellectual curiosity
  • Deep understanding of financial services regulations and compliance

Why

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Asset Allocation Analyst • London, United Kingdom

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