Elevate Partners are working exclusively with an industry leading Wealth Management firm to appoint a Head of Investment Strategy. This is a key hire for the business and the successful candidate will lead a high performing investment team.
The role:
- Lead a high performing team of investment strategists to ensure a rigorous and disciplined investment process
- Develop the house view on the global economy and markets
- Be a key member of the investment committee
- Create tactical investment recommendations for discretionary portfolios
- Provide regular client and internal updates and insights on the global economy and markets
- Proactively promote the firms investment presence by presenting at conferences and publishing across a range of media
- Work with client-facing teams to support existing clients and attract new clients
Requirements
- CFA qualification desirable
- Degree or Masters level in Economics, Finance or relevant subject
- 10 years of experience in a buyside strategy or portfolio manager role
- Excellent knowledge of macro-economics, as well as equity and fixed income markets
- Strong quantitative skills to enhance our macro and market models
- Ability to construct and present well considered views on the likely evolution of economic and market cycles and how different assets are expected to perform
- A passion for investing with insight and conviction to pursue superior investment outcomes
- Practical experience of tactical and strategic asset allocation in a multi-asset framework
- Impeccable communication and presentation skills with an ability to influence and to enhance confidence in the investment function
- Track record of writing highest quality investment research and commentary
- Strong leadership and people management skills
Benefits
For more information and to obtain a full job brief please contact [email protected]to arrange a confidential call to discuss this opportunity in detail.
CFA qualification desirable Degree or Masters level in Economics, Finance or relevant subject 10 years of experience in a buyside strategy or portfolio manager role Excellent knowledge of macro-economics, as well as equity and fixed income markets Strong quantitative skills to enhance our macro and market models Ability to construct and present well considered views on the likely evolution of economic and market cycles and how different assets are expected to perform A passion for investing with insight and conviction to pursue superior investment outcomes Practical experience of tactical and strategic asset allocation in a multi-asset framework Impeccable communication and presentation skills with an ability to influence and to enhance confidence in the investment function Track record of writing highest quality investment research and commentary Strong leadership and people management skills