About this role
Responsibilities
Build portfolio construction models and strategic asset allocations aligned to firm capabilities Engage with clients to understand objectives and design custom, outcome-oriented solutions Produce client materials: pitchbooks, product presentations, reporting, training collateral and thought leadership Lead and contribute to RFP/RFI responses and wider sales enablement content Partner with investment, distribution and operations from initial engagement through pitch to onboarding Monitor competitors, market trends and regulatory developments to identify growth opportunities Requirements
Previous experience in asset management, investment consulting or fiduciary/OCIO, focused on multi-asset, solutions or portfolio design Demonstrable experience modelling strategic asset allocations and building custom solutions Strong grounding in portfolio theory, risk/return and portfolio construction techniques Knowledge of DC pensions and multi-asset fund structures advantageous