Investment Strategy Director

ISG plc; City of Westminster; On-site; GBP 90,000 - 120,000; Full time

Job summary

A global investment manager is seeking an experienced Investment Strategy Director for a 12-month maternity cover. This role involves formulating investment strategies, chairing key investment committees, and developing investment models. The ideal candidate should possess strong analytical skills, significant knowledge of Excel, and a degree level education. IMC, CAIA, or CFA qualifications are desirable. The role will require collaboration across various investment divisions and adherence to regulatory requirements.

Qualifications

• Educated to degree level or equivalent.
• IMC, CAIA or CFA qualifications are desirable but not essential.
• Excellent analytical skills for risk/reward analysis.
• Strong knowledge of Excel is essential.
• Good knowledge of Word, PowerPoint, Teams, Eikon and Lipper.

Responsibilities

• Formulate the core multi-asset investment strategy.
• Chair the weekly Investment Strategy Group meetings.
• Lead the annual review of strategic asset allocation.
• Develop and communicate investment models at Cazenove Capital.
• Prepare formal presentations and marketing materials.
• Assist Portfolio Directors and Managers with client assets.
• Contribute to external client communications.
• Collaborate on asset allocation within the wider Schroders Group.
• Lead strategy implementation for Wealth Management.
• Ensure quality and capabilities of the investment team.
• Manage compliance with laws and regulations.
• Develop key talent within the team.

Skills

Analytical skills

Strong knowledge of Excel

Good knowledge of Word

Good knowledge of PowerPoint

Good knowledge of Teams

Good knowledge of Eikon

Good knowledge of Lipper

Education

Degree level or equivalent

IMC, CAIA or CFA qualifications

Job description

Investment Strategy Director 12 month FTC (Maternity Cover) (m|f|x) London

We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Responsibilities

• Formulate the core multi-asset investment strategy at the firm, focusing on positioning of core investment models run by Cazenove Capital, and serve as a member of the Funded Investment Committee, the Investment Strategy Group (ISG), and the Wealth Management Investment Committee (WMIC).
• Chair the weekly ISG, setting the research agenda, leading discussions, conducting relevant asset class research, and overseeing research input from other ISG members; determine which trade proposals to take forward to the WMIC and provide them with fortnightly updates on ISG views and activity.
• Lead the annual review process of Cazenove's strategic asset allocation (SAA), defining expected risk and return for all asset classes and ensuring model portfolio allocations meet inflation‑based targets.
• Lead the development, running and communication of investment models and strategic investment capabilities at Cazenove Capital, possibly as a member of specialist investment committees and/or strategic asset class forums.
• Direct the preparation of formal presentation and other marketing material regarding the Cazenove investment process, strategy outlook, investment offerings and SAA, including material for the Quarterly Investment Briefing and Monthly Investment Forums, and other internal and external presentations as required.
• Assist Portfolio Directors and Managers with the management of certain client assets and attend meetings with external clients as an investment specialist; aid and attend new business pitches as required.
• Contribute to wider external client communications, such as written thought pieces, client webinars and client conferences/roadshows, and assist in the preparation and delivery of client‑specific presentations as requested.
• Support the front office with ad‑hoc client/prospect queries and requests.
• Lead collaboration on asset allocation within the wider Schroders Group, including different investment divisions and regional entities, and lead initiatives that maximise the relationship for the benefit of clients.
• Take a lead role in implementing the annual and long‑term strategy for Wealth Management and ensure this is consistent with the Group strategy.
• Ensure, with the CIO and other Investment Directors, that the strength, quality and capabilities of the investment team are consistent with the stated strategy of the business and ultimately the Group.
• Help ensure that the investment team operates effectively and in accordance with all procedures, including the identification, management and reporting of risks.
• Help ensure that the team operates within the requirements of all appropriate laws and regulations.
• Adhere to all Group policies, processes and procedures.
• Help retain and develop key talent within the team.
• Ensure that delegated responsibilities are clearly identified and documented.

The Knowledge, Experience And Qualifications That Will Help

• Educated to degree level or equivalent.
• IMC, CAIA or CFA qualifications are desirable but not essential.
• Excellent analytical skills, including an ability to make judgments about management skills and define the expected risk/reward characteristics of opportunities.
• Strong knowledge of Excel.
• Good knowledge of Word, PowerPoint, Teams, Eikon and Lipper.