Associate Investment Strategy FTC 12 months

The Financial Services division comprises the advisory and investment management services. Central to the divisions activities is the creation and oversight of its investment process which includes asset allocation and investment selection. Evelyn Partners investment methodology has been continually refined over a long period of time to cater for our clients broad range of circumstances and requirements. Accordingly our services include personalised as well as bespoke portfolios and centrally managed portfolios for clients with similar investment needs. We invest in a wide range of markets and investments and different approaches may be appropriate through the economic cycle or according to client preference. As long-term stewards the sustainability of the investments that make up our client portfolios has always been an important consideration. Our belief is that a collegiate approach to investment decision-making results in the best client outcomes. This includes three key components: -

A fully integrated research function: the individuals who have responsibility for investment recommendations also provide investment and relationship management

the asset allocation team which provides macro and quantitative inputs and plays the leading role in drawing together the different elements of investment recommendations

And a management structure where oversight of the process is led by experienced and practicing Investment Managers from across the business. One of the key drivers of consistent investment returns is the application of a structured macro-economic view to asset allocations of all our clients investment portfolios.

Fixed term contract: This role is a 12 months fixed term contract with the possibility of extension 

Job Responsibilities 

Asset Allocation & Investment Strategy

• Support senior members of the asset allocation team with ad-hoc discretionary research and investment commentary as and when required.
• Support generation of internal and external presentations documents etc.
• Assist investment group chairs with organising and facilitating meetings and collateral.
• Help respond to ad-hoc queries from Investment Manager community

Model portfolios & analytics

• Support model portfolio construction and maintenance.
• Support the build out and provision of data & analytics to internal stakeholders covering asset allocation and central model portfolios.
• Assist with process controls quality assurance and maintaining documentation for analytics processes.
• Ad hoc project work and analysis as needed.

Qualifications :

Skills Experience & Qualifications

• Degree in Finance Economics or quantitative subject.
• Have strong attention to detail and good planning/organisational skills.
• Knowledge of investments and investment strategies is important.
• Experience in an asset management or wealth management would be helpful.
• Advanced M365 (Excel PowerPoint) skills.
• Experience of SQL/Snowflake and Python would be helpful.
• Experience of third-party portfolio analytics systems (Refinitiv FactSet Bloomberg Morningstar etc) would be helpful.
• Willingness to pursue professional qualifications (CFA / FRM / CIPM).

Additional Information :

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues regardless of identity background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe supportive and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Remote Work :

No

Employment Type :

Contract