Senior Asset Allocation Analyst

Rathbones Group; City Of London; Sur place; GBP 70 000 - 100 000; Plein temps

Avantages offerts par ce poste

Company pension

Private medical insurance

Life assurance

Income protection

Company share scheme

Discretionary bonus

Flexible holidays

Green Car Scheme

Family friendly policies

Study support

Season travel ticket loans

Volunteering days

Gym discounts

Other voluntary benefits

Résumé du poste

Rathbones Group in London seeks a Senior Asset Allocation Analyst to provide timely economic analysis to the Asset Allocation Committee and Investment Managers. You will build robust quantitative frameworks and support managers by responding to queries, while presenting at meetings and producing internal research notes.

The role requires strong macroeconomics knowledge, econometric technique experience, and familiarity with asset return forecasting and portfolio optimisation.

Qualifications

• Strong macroeconomic knowledge with applied econometrics.
• Understanding of valuation methods for equities is a plus.
• Experience forecasting asset returns and portfolio optimisation is advantageous.
• Ability to explain complex concepts clearly to non-technical audiences.
• Proactive and able to identify research areas to improve processes.

Responsabilités

• Analyse and interpret macro data to support Rathbones' investment process.
• Build quantitative frameworks to deepen analysis.
• Support investment managers and present research findings.
• Produce internal research notes and external thought leadership pieces.
• Identify new research areas to improve methods and processes.
• Collaborate with equities, fixed income, and risk modelling teams.

Connaissances

Macroeconomics

Econometrics

Portfolio optimization

Equity valuation

Data analysis

Python programming

Communication

Presentations

Formation

Economics degree

Master's preferred

Outils

Datastream

Python

Description du poste

At Rathbones, we help people invest their money well, so they can live well. That means more than financial returns - it's about helping people feel confident in their decisions and supported in their future. We don't just manage money, we guide people through life's big moments, helping them stay on track and focus on what matters most.

We're proud to be one of the UK's leading wealth managers, with over £109bn* in assets under management and 20+ offices across the UK and Channel Islands. We're a FTSE 250 company with national reach and a local feel - and we're growing.

*As of June 2025

Role Title: Senior Asset Allocation Analyst

Division: Asset Allocation, RIM Research

Location: London

Contract: Perm

About the Role

To help provide timely, relevant economic and "top-down" investment analysis to Rathbones' Asset Allocation Committee and Investment Managers.

What you'll be responsible for

• Analyse and interpret economic and market data to support Rathbones' central investment process.
• Build and develop robust quantitative frameworks to improve the depth of Rathbones' analysis.
• Support investment managers by responding to their queries and presenting at firm-wide or division-level research meetings.
• Produce internal research notes and external pieces of thought leadership. Communicate them effectively.
• Proactively identify research areas to improve the investment process.
• Support the delivery of the overall investment process by working with the wider research team (including equities, fixed income, collectives and risk modelling specialists).

About you

If you meet some of these criteria and are excited about the role, we encourage you to apply

• Strong practical understanding of macroeconomic literature, theory and data is required and experience applying econometric/quantitative techniques in a professional setting, a strong plus.
• A high-level understanding of valuation methods and techniques for equities in particular a plus.
• Knowledge of long-term asset return forecasting and/or portfolio optimisation is an advantage, but not essential.
• Coding experience (especially Python) is an advantage, but not essential.
• Ability to explain complex concepts in plain English and in an engaging style, including to less technical audiences. Strong ability to present information visually. Experience using Datastream a plus, not a necessity.
• Proactive and accountable. Independently able to identify research areas relevant to business needs or improvements to existing frameworks.
• Knowledge of regulatory environment in which we operate.
• Understanding of the products and services Rathbones provides.
• Significant experience working in an investment-related role in Financial Services on either the sell- or buy-side. (working in an economics or investment strategy team is not required)A bachelors (minimum 2.1) or masters (minimum Merit grade) degree in Economics, Political Economy, Economic History, or a related

Our offer to you

We want everyone at Rathbones to fulfil their potential, in an environment where you are proud to work and feel like you belong.

• A company pension - 9% non-contributory or 10% if you contribute 5%
• Private medical insurance - Individual on joining, family after 1 year's service
• Life assurance - 8 x salary
• Income protection - 75 % salary
• Company share scheme
• Discretionary bonus
• Flexible holidays - purchase up to 5 additional days
• Green Car Scheme
• Family friendly policies - enhanced family leave for parents & carers
• Study support - study days and funding for courses and qualifications
• Season travel ticket loans
• Volunteering days
• Gym discounts
• Other voluntary benefits you can choose to suit you

Our employees can choose to take part in various social groups and communities to support their wellbeing, growth, development and sense of community. These include:

• Sports & Social Committees, such as cricket, football, netball, running, yoga, quiz nights, charity bake sales and much more.
• Inclusion Networks that help us drive change within the organisation such as Gender Balance, Multicultural, Abilities Count, Pride, Social Mobility, Generations, Menopause Matters@Rathbones' and Armed Forces.
• The NextGen IM Network, which brings together a community of trainees from across the UK, who are all at the early stages of their careers and offers development opportunities, exposure across the business as well as peer support and connection.

Life at Rathbones

We aim to become an employer of choice for the wealth management sector, to achieve this we are working hard to build a diverse, equal, and inclusive workplace that motivates, develops and embraces the strengths of all our colleagues. Being part of Rathbones means you will join a team of passionate professionals in a successful culture that cares for its people. At Rathbones, we provide meaningful work, opportunities, and a voice to all.

We are committed to building a team that is made up of diverse skills, experiences and abilities and encourage applications from all backgrounds. We welcome individuals who share our values.

We're a Disability Confident Employer (level 2) under the UK Government scheme. This means we've signed up to a set of commitments around how we recruit, retain and develop people with disabilities. Find out more about the Government Scheme online, click here. If you require adjustments to apply for a role at Rathbones, please contact us via [e-mail] to let us know what adjustments you may need.

Mission

We believe in playing the long game. That means building consistent results, earning trust and doing the right thing - for our clients, our colleagues and the communities we're part of.

Our values shape how we work:

• We aim high
• We get it done
• We show we care
• We do the right thing

We will close this advert once we have received enough applications for the next stage.