Global Multi-Asset Investment Manager

Rothstein Recruitment

Greater London

On-site

GBP 90,000 - 125,000

Full time

6 days ago
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Job summary

Rothstein Recruitment is seeking an Investment Manager/Portfolio Manager for a globally known Wealth Manager in London. You will lead global equity research, asset allocation, portfolio construction and discretionary management, presenting investment views to the Investment Committee.

The role requires strong knowledge of global equities, multi-asset investing, and experience with Bloomberg/Morningstar/FactSet and advanced Excel.

Qualifications

  • Investment management/portfolio management background within wealth or asset management.
  • Strong global equities knowledge and equity research experience.
  • Multi-asset investing, asset allocation and portfolio construction expertise.
  • Experience presenting investment views to clients and senior stakeholders.
  • Proficiency with Bloomberg, Morningstar, FactSet or Style Analytics; advanced Excel skills.

Responsibilities

  • Global equity research, investment analysis and fund/security selection.
  • Strategic and Tactical Asset Allocation (SAA/TAA), portfolio construction and investment recommendations.
  • Multi-Asset Fund Management and Discretionary Portfolio Management.
  • Present investment recommendations to the Investment Committee.
  • Client presentations, market outlooks, investment commentary and thought leadership.

Skills

Global equities knowledge
Equity research
Fund selection
Asset allocation
Portfolio construction
Client presentations
Investment views presentation

Education

CFA/IMC (nice to have)

Tools

Bloomberg
Morningstar
FactSet
Style Analytics
Advanced Excel

Job description

Rothstein Recruitment is seeking an Investment Manager/Portfolio Manager for a globally known Wealth Manager in London. You will lead global equity research, asset allocation, portfolio construction and discretionary management, presenting investment views to the Investment Committee.

The role requires strong knowledge of global equities, multi-asset investing, and experience with Bloomberg/Morningstar/FactSet and advanced Excel.

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