Investment Strategist

Key Responsibilities

Deliver investment recommendations on relative positioning across the main asset classes (equities, government bonds, corporate bonds, emerging markets bonds, commodities, etc.) and currencies (both developed and emerging), within the specific objectivesand constraints of defined benefit (DB) and defined contribution (DC) funds
Develop a robust and repeatable investment process to support recommendations, including a consistent approach to analysis of the cyclical environment using macro and market inputs and a coherent framework for decision-making
Build and maintain analytical tools including scorecards, indicators, and data screens
Conduct scenario analysis, develop themes and narrative, and conduct analysis of market behaviour under different macro and market conditions
Engage with internal teams and external research providers and incorporate input
Undertake ad-hoc research projects on strategic and cyclical aspects of asset classes, currencies and asset allocation investment strategies
Deliver and present well-prepared input to internal stakeholders, including the Head of ISA and the USSIM Asset Allocation Committee, outlining research findings and investment recommendations
Maintain and improve the data and analytics used within Portfolio Strategy and the wider ISA team
Team responsibilities including minutes, documentation, monthly updates and model validations

Technical Competencies, Skills and Experience

Excellent understanding of macroeconomics and investment theory/fundamentals, data sources and analysis across a range of asset classes
Substantial experience in a multi-asset context, preferably practical investment experience of institutional investment decision-making
Excellent understanding of macroeconomics and investment theory/fundamentals, data sources and analysis across a range of asset classes
Confident user of quantitative methods (statistics, econometrics) and their practical applications in an investment context
Pragmatismability to focus on key factors/variables/narratives as appropriate
A great attitudeproactive and enthusiastic, keen to provide views and challenge
Excellent analytical skills and intellectual curiositywillingness and ability to investigate challenging concepts and develop new ideas
Attention to detail with the ability to identify and solve problems
Ability to communicate effectively in both written papers and oral presentations
Proficient at prioritisation, project organisation, and management of multiple workstreams
Good IT skills (especially Excel, coding in VBA/Python desirable)

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