Investment Strategist

Key Responsibilities

Fundamental

• 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.