Develop and refine both strategic and tactical asset allocation across major global asset classes, including equities, fixed income, and alternative assets.
Formulate directional market views based on fundamental and macroeconomic analysis, incorporating economic indicators, corporate earnings trends, valuations, geopolitical developments, and market sentiment.
Translate macroeconomic and market views into asset allocation recommendations, portfolio positioning, and actionable investment strategies for different market environments.
Continuously identify new market opportunities, investment themes, and asset-class opportunities to enhance alpha generation and risk-adjusted returns for clients.
Manage and optimize discretionary and tailored investment portfolios, ensuring an appropriate balance between investment performance, diversification, and risk.
Monitor market conditions and portfolio positioning and recommend tactical allocation adjustments or rebalancing when investment views or market conditions change.
Collaborate closely with Trading and Wealth Products teams to ensure investment strategies are aligned with client needs, market conditions, and business objectives.
Provide investment insights, market updates, asset allocation views, and training to key stakeholders, including Sales teams, Private Bankers, IFAs, and clients.
Quantitative
Generate investment ideas by leveraging quantitative models, tactical asset allocation techniques, technical analysis, and market data to identify opportunities across asset classes.
Design and implement data-driven investment strategies to support asset allocation decisions and optimize short- and medium-term portfolio performance.
Develop quantitative frameworks and indicators to assess asset-class attractiveness, market trends, risk-return characteristics, correlations, and portfolio positioning.
Explore and integrate quantitative methodologies to enhance investment strategy, portfolio construction, asset allocation, and risk-adjusted returns.
Work closely with Trading and Wealth Products teams to continuously refine investment strategies based on market dynamics and client objectives.
Deliver quantitative investment insights and data-backed recommendations to Sales teams, Private Bankers, IFAs, and clients.
Job Qualifications
Bachelor's or Master's degree in Finance, Economics, Investment, Quantitative Finance, or related fields.
Strong knowledge of global financial markets and major asset classes, including equities, fixed income, and alternative investments.
Experience in investment strategy, asset allocation, market analysis, portfolio construction, portfolio management, or related investment roles.
Ability to analyze macroeconomic data, earnings trends, valuations, geopolitical developments, and market sentiment and translate them into actionable investment views.
Familiarity with quantitative models, tactical asset allocation, portfolio optimization, and data-driven investment strategies.
Strong understanding of portfolio diversification, risk-return analysis, and portfolio rebalancing.
Proficiency in Excel; knowledge of Python, R, Bloomberg, or other financial analytics tools is a plus.
Strong analytical, communication, and presentation skills.
Able to collaborate effectively with Trading, Product, Sales, and other investment-related teams.
Passion for financial markets, continuous learning, innovation, and delivering strong investment outcomes for clients.
