Research Analyst (Multi-Asset)
- The candidate will need significant experience with the primary focus of the role being on asset allocation research within the Multi-Asset team, working with colleagues to develop well-considered investment views for implementation by the portfolio managers
- There may be some additional responsibilities for further supporting the team's portfolio managers in a range of areas, particularly in communicating investment views to clients. The team manages an array of funds, model portfolio services and advisory accounts with varying risk tolerances and methods of implementation
- The candidate will need a strong interest in financial markets and economics, and have the flexibility to research a range of different asset classes within the team's frameworks
- The candidate should have the immediate ability to contribute effectively within a collegiate environment but with an ability to research independently and contribute to the improvement of investment frameworks
- The candidate will be required to conduct research into a range of asset classes, including equities, fixed income, currencies and commodities, considering both macroeconomic and market-based factors in line with the team's approach, and also to improve analytical frameworks used for making both tactical and strategic asset allocation decisions
- The candidate will be expected to generate investment views for potential implementation in client mandates in support of the portfolio managers, in areas such as regional equity tilts, credit rating preferences and currency hedging decisions
- Communication of investment views and the broader macroeconomic and market backdrop to internal stakeholders, clients and the press will also be a key component of the role. This will include producing and presenting research for the multi-asset team's weekly and monthly asset allocation research and markets update meetings
- The candidate will produce written content for communication to both clients and the press on market and economic topics and events, and produce performance and market commentaries for client reports across a range of mandates
- Provide additional support with both regular and ad hoc day-to-day tasks involved in the management of client mandates, such as generating performance reports and writing commentaries
- Carry out other duties as assigned
- Hybrid working and reasonable accommodations
- Generous Holiday policies
- Excellent Health and Wellbeing benefits including corporate membership to ClassPass
- Paid volunteer time to step away from your desk and into the community
- Support to grow through professional development courses, tuition/qualification reimbursement and more
- Maternal/paternal leave benefits and family services
- Complimentary subscription to Headspace - the mindfulness app
- All employee events including networking opportunities and social activities
- Lunch allowance for use within our subsidized onsite canteen
- A deep interest in the markets and macroeconomic research process involving independent, autonomous analysis to arrive at relevant investment implications - please note this is not a portfolio management role
- A strong drive to push beyond the first level in trying to understand what is driving markets day-to-day - you will be expected to work with a reasonable degree of independence and to problem solve effectively
- Experience in constructing econometric models
- Experience in researching either equity markets or fixed income and currencies from a top-down, asset allocation perspective
- The flexibility to cover the whole breadth of asset classes (equities, fixed income, currencies & commodities) - the team operate as generalists, and each member is expected to provide challenge across the full spectrum of asset classes covered
- The ability to adapt to and develop the team's analysis frameworks
- An understanding of the key instruments through which multi-asset portfolios are implemented, such as funds, ETFs, individual equities, individual bonds, futures forwards, and other derivatives
- Experience in obtaining and manipulating market and economic data within complex spreadsheets
- Good communication skills - you will be expected to deliver frequent research output in a range of formats, including both presentations and written content
- Experience of researching across all of equities, fixed income, currencies & commodities, covering both developed and emerging market regions
- Experience of working with portfolio managers
- Experience of using Bloomberg and LSEG products for retrieving and manipulating data
- Experience in the Python programming language
- Language skills - we have clients around the world that need to be communicated with
- No
- Mentoring
- Leadership development programs
- Regular training
- Career development services
- Continuing education courses
- Knowledge of financial markets, financial markets function and the impact of economic figures and national/regional/global events on markets
- Understanding of issues relating to market abuse and anti-money laundering
- Annual attestation
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