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Investment Analyst/Multi Asset Strategist - Financial Plannning Firm - Northampton

Salary to £55,000 plus bonus and benefits

Paul Charles Recruitment is delighted to be assisting this highly regarded financial planning and asset management firm with their search for an Investment Analyst/Multi Asset Strategist.

The Analyst is a core member of the Investment Team within Asset Management. The holder of this position undertakes secondary research using existing sources to support the preparation of the Investment Committee’s macro-economic assessments, investment thesis, asset allocation, fund and other investment selections. This person will also support communication with DFM customers and clients and assists in DFM sales process on occasion.

Main Duties

The Analyst’s weekly work is a mix of regular duties and one off projects as assigned from time to time. Although the position reports to the Director, Asset Management much of the day to day activity will be directed by the Chief Investment Officer (CIO) and Investment Managers(IMs).

The Analyst is a member of the Investment Committee and is responsible for monitoring and interpreting market movements, individual asset movements and recording the Investment Committees (IC) macro and short term views of market momentum and economic cycle development. They will support the CIO to select relevant assets for consideration by the IC to be included in the portfolios. They will build the model portfolios and manage them and track their performance against benchmarks using Analytics, and will bring to the attention of the IC members any information that they believe is relevant.

Once the IC decisions have been made it is expected that the IC decisions are to be regularly (every week) communicated with their clients and to record those communication to explain what action is required to rebalance portfolios, take profits and/or protect capital or keep with the existing model, and justify quantitatively why the decisions have been made. These communications will be managed by the Investment manager and CIO and sent out as firm specific data to keep all clients informed of the decisions we are making and the performance of the portfolios over varying time periods.

Once IC decisions have been made the Analyst (and other members of the Investment Team) works with the Portfolio Administration team to ensure clients are holding the correct investments according to the personal profile and that any new money or rebalances are done according to the firm’s investment execution procedures for the appropriate platform or product.

On offer is an exceptional salary package to include bonus and benefits. This is a senior role within the firm and the package is reflective of the position.

Please to email your CV or call 01206 265100 quoting reference number SLH1792