AI-Enabled Multi-Asset Allocation Analyst

Charles Stanley & Co.; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading investment firm in London is seeking an Asset Allocation Analyst to join their CIO office. This role involves driving portfolio performance through macro analysis and asset allocation. The successful candidate will work collaboratively to deliver investment insights and support strategic decisions. Candidates should have 3+ years of experience in investment strategy, possess strong analytical skills, and ideally hold a university degree along with CFA Level 1. Join a respected team that values innovation and client-focused solutions.

Qualifications

• 3+ years of experience in investment strategy, portfolio management, and asset allocation.
• Proven expertise in multi-asset investment products.
• Deep understanding of financial services regulations and compliance.

Responsibilities

• Collaborate with stakeholders to deliver a cohesive global investment and economic outlook.
• Support strategic asset allocation using quantitative models and qualitative insights.
• Present investment themes and ideas to drive portfolio decisions.
• Conduct targeted macroeconomic and market research.
• Engage in client presentations, webinars, and strategic discussions.
• Support portfolio managers in construction and documentation.
• Promote a strong compliance culture and adhere to regulatory standards.

Skills

Analytical skills

Communication abilities

Collaborative mindset

Understanding of AI tools

Education

University degree (or equivalent)

CFA Level 1 (or equivalent)

Job description

A leading investment firm in London is seeking an Asset Allocation Analyst to join their CIO office. This role involves driving portfolio performance through macro analysis and asset allocation. The successful candidate will work collaboratively to deliver investment insights and support strategic decisions. Candidates should have 3+ years of experience in investment strategy, possess strong analytical skills, and ideally hold a university degree along with CFA Level 1. Join a respected team that values innovation and client-focused solutions.