Investment Manager - Multi-Asset, Global Equities - Wealth Management

Rothstein Recruitment; Greater London; On-site; GBP 90,000 - 125,000; Full time

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

Excellent opportunity with globally known Wealth Manager which combines investment research, fund and security selection, multi-asset portfolio management and client engagement.

Key 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.

Requirements:

• Investment Management / Portfolio Management / Investment Research background within Wealth or Asset Management.
• Strong Global Equities knowledge, Equity Research and Fund Selection experience.
• Multi-Asset Investing, Asset Allocation and Portfolio Construction expertise.
• Experience presenting investment views to clients and senior stakeholders.
• Bloomberg, Morningstar, FactSet, Style Analytics or advanced Excel experience.
• Investment Committee experience advantageous.

Keywords:

Investment Manager, Portfolio Manager, Multi-Asset, Global Equities, Equity Research, Fund Selection, Asset Allocation, SAA, TAA, Portfolio Construction, Discretionary Investment Management, Investment Committee, CFA, IMC, ESG, Bloomberg, Morningstar, Buy Side