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

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 Join Us?

You’ll be part of a respected investment team that values integrity, innovation, and putting clients first. We offer a dynamic environment where your insights will shape investment outcomes, and your growth will be supported every step of the way.