Equity Strategist

Brown Shipley, London, GBR, EC2R 7HE
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Purpose of the Job

The successful candidate will work as part of the Asset Allocation function and CIO.

Key Accountabilities

a)    Lead equity strategist within the Asset Allocation team
b)    Assess and present tactical investment opportunities across global equity markets, sectors and styles
c)    Provide input on equity risk and return modelling for SAA purposes
d)    Engage actively in regular asset allocation discussions
e)    Collaborate with asset allocation, macro and bottom-up experts across the Group
f)    Communicate the House View effectively and engagingly to client advisors and other stakeholders

Knowledge and Experience

- Degree in Finance or quantitative discipline
- 7+ years of relevant experience in Wealth Management/Asset Allocation/Asset Management role
- Strong knowledge and experience with equity risk/return drivers, both tactical and strategic, across global equity regions, sectors and styles
- Experience in portfolio construction, asset return and risk forecasting, tactical asset allocation, SAA optimization

Attributes and Qualities

- Attention to detail and strong analytical skills
- Fluency in modelling equity risk and return factors over different time horizons
- Strong communication skills - ability to communicate complex topics to a “WM audience”
- Team player with a client-focused mindset
- Self-starter, able to work independently

Technical Skills

Python, R, VBA

Languages Skills

Fluent in English and proficiency in French or German an advantage

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