Investment Strategy Director 12 month FTC (Maternity Cover) (m|f|x) London
You will be asked to be one of the leaders of the Cazenove Capital investment process in multi-asset class portfolios as an investment specialist. You will use your expert knowledge in investment strategy and fund research in order to direct, and lead the continuing innovation of, the firm's investment offering. You will be responsible for the communication of the firm’s investment strategy and offering both internally and externally to the firm’s clients.
About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
Responsibilities
* To be a key contributor in formulating the core multi-asset investment strategy at the firm, with a specific focus on positioning of core investment models run by Cazenove Capital. This will include membership of the Funded Investment Committee, the Investment Strategy Group (ISG), and in most instances, the Wealth Management Investment Committee (WMIC).
* To chair the weekly ISG, which includes setting the research agenda, leading discussions, conducting relevant asset class research and overseeing research input from other ISG members. This will also include determining which trade proposals to take forward to the WMIC and providing them with fortnightly updates on ISG views and activity.
* To lead the annual review process of Cazenove’s strategic asset allocation (SAA). This includes defining expected risk and return for all asset classes, as well as ensuring model portfolio allocations meet inflation-based targets.
* To be a leading figure in the development, running and communication of investment models and strategic investment capabilities run at Cazenove Capital. This may include membership of specialist investment committees and/or strategic asset class forums.
* To direct the preparation of, and be a key communicator of, formal presentation and other marketing material regarding the Cazenove investment process, strategy outlook, investment offerings and SAA. This will include presentation material for the Quarterly Investment Briefing and Monthly Investment Forums, as well as material for any other internal and external presentations as required.
* To assist Portfolio Directors and Managers in the management of certain client assets and attend meetings with external clients as an investment specialist as required. To aid, and in some instances attend, new business pitches as required.
* To contribute to wider external client communications, such as written thought pieces, client webinars and client conferences/roadshows. To assist in the preparation and delivery of client specific presentations as requested.
* To assist the “front office” (i.e. client-facing staff representing private clients, charities and family offices) with ad-hoc client/prospect queries and requests.
* To lead the collaboration on asset allocation within the wider Schroders Group, including different investment divisions and regional entities. Leading initiatives that maximise the relationship fully to the benefit of clients.
* To take a lead role in implementing the annual and long-term strategy for Wealth Management and ensure this is consistent with the Group strategy.
* To be responsible with the CIO and other Investment Directors for ensuring that the strength, quality and capabilities of the investment team are consistent with the stated strategy of the business, and ultimately the Group.
* To help ensure that the investment team operates effectively and in accordance with all procedures, including the identification, management and reporting of risks.
* To help ensure that the teams are operating within the requirements of all appropriate laws and regulations.
* To adhere to all Group policies, processes and procedures.
* Help to retain and develop key talent within the team.
* Ensure that delegated responsibilities are clearly identified and documented.
Qualifications
* Educated to degree level or equivalent
* IMC, CAIA or CFA qualifications are desirable but not essential
The Knowledge, Experience And Qualifications That Will Help
* Excellent analytical skills, including an ability to make judgments about management skills and define the expected risk/reward characteristics of opportunities.
* Strong knowledge of Excel
* Good knowledge of Word, PowerPoint, Teams, Eikon and Lipper
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