Investment Allocation Analyst

Permanent
City of London, Greater London

Ref: 35183 The Role and Company London, United Kingdom Bruin are searching for an Investment Allocation Analyst to join our client a renowned Investment Manager. Our Client is an independent investment management business dedicated to assisting clients in achieving their long-term financial objectives. Their Clients rely on their active management strategy, known as strategic investing, as well as our diverse equities, fixed income, and multi-asset investment capabilities.
The Investment Allocation Analyst assists in the daily portfolio management of Multi-Asset portfolios. Key Responsibilities Portfolio Management and Trading

Direct cash flows strategically among underlying holdings with an understanding of market liquidity and structure
Provide daily oversight of multi asset portfolio positioning
Leverage Asset Allocation Committee decisions to determine portfolio specific tactical allocations, taking into consideration individual portfolio structure and objectives
Coordinate trading activity with the Investment and Trading Solutions group and underlying investment teams
Direct cash flows strategically among underlying holdings with an understanding of market liquidity and structure

Investment Research and Analysis

Service ad hoc investment related requests from portfolio management and distribution channels
Prepare custom analysis in support of portfolio design for new portfolios and enhancements to existing portfolios
Partner with the Multi Asset Solutions Group and portfolio managers in the design efforts related to the growing custom solutions business
Prepare custom analysis in support of portfolio design for new portfolios and enhancements to existing portfolios

Qualifications

Possesses a positive, problem-solving oriented attitude to both external and internal interactions.
Completion of or progress towards CFA or comparable designation or a commitment to obtain the CFA charter in the future
Substantial experience in the investment management industry
Ability to use analytical tools to gather information for client communications and to think independently and proactively about how to best convey information
Ability to use analytical tools to gather information for client communications and to think independently and proactively about how to best convey information

Bruin recognises the positive value of diversity, and aims to promote equality and challenge unfair discrimination. As a champion of equal opportunity employment we welcome applications from all suitably qualified persons – men and women, people of all ages, sexual orientations, nationalities, religions and beliefs. We particularly encourage applications from women, disabled, and Black, Asian and minority ethnic candidates as these groups are underrepresented throughout the financial services industry. Our clients work with us because they value a diverse workforce, and subscribe to our shared principle that all appointments are made on merit and that ability to perform the job will be the primary consideration.