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Asset allocation manager

Crawley
People's Partnership
Manager
Posted: 8 October
Offer description

Join to apply for the Asset Allocation Manager role at People's Partnership.


Overview

About People’s Partnership: At the heart of our not-for-profit organisation is a commitment and a motivation to make the future-saving experience a simple one for our members. We champion fairness and simplicity, not profit-chasing. We’re a diverse employer with a flexible, hybrid working approach, ensuring everyone gets the opportunity to come to work and be the best version of themselves.


Description

Asset Allocation Manager

Within the investments team, the Asset Allocation Manager (AAM) will be a senior member of the asset allocation team. The AAM will be responsible for carrying out Strategic Asset Allocation analysis on the existing portfolio and to appraise new asset classes, along with acting as a subject matter expert on inputting broader macro-economic input and thinking into the Investment Business Unit.


What You’ll Be Doing

* Production and ownership of macroeconomic analysis and asset class outlooks, including presentation of this to internal stakeholders
* Experience working with and running capital market assumption (CMA) setting processes, ensuring underlying assumptions are consistent and managing the governance framework
* Understanding of how to undertake Strategic Asset Allocation (SAA) modelling, what is required, and how the outputs should be interpreted
* Ability to “tell the story” on fund performance in a succinct and intuitive way and explain the why behind the numbers
* Confidence in dealing with and presenting to senior internal stakeholders and at Board/C Suite level
* Ability to act as a “number 2” to the Head of Asset Allocation and deputise for Boards and internal meetings


What We’re Looking For

* 7-10 years’ experience working for an asset owner, manager or consulting background
* CFA and/or master’s degree
* Good SAA technical skills, including experience of using SAA modelling tools, understanding and interpretation of output and how to challenge/improve
* A self-starter who is keen to take ownership and responsibility for key items of work/deliverables
* Experience working with multiple deadlines and managing time in a structured manner
* Confident presenter who is comfortable discussing ideas with the wider team and at Board level meetings


What You Can Expect From Us

* Generous pension contributions with an employer contribution of up to 14%
* Real living wage
* Income protection, critical illness cover & death in service insurance
* Employee healthcare
* Parental and adoption leave
* Learning & development opportunities and study support
* Travel season ticket loans
* Subsidised restaurant in our Crawley office
* Volunteering days and charity payroll giving
* Onsite gym (at our Crawley location)
* Ride-to-Work scheme
* Social clubs and events


Disability Statement

People\'s Partnership is an equal opportunities employer. We believe everyone has the right to be treated fairly, with dignity and respect. We are committed to treating all our people (and all who apply for a role at People\'s Partnership) equally and enabling them to perform at their best and demonstrate what they have to offer. We are a disability committed employer, please let us know if you need any reasonable adjustments made to our recruitment process (application, selection assessments where relevant, and interview) to enable you to show us the best “you”.


Perks

Our people are our strength so finding ways to value and reward them is important to us. That’s why we offer an award-winning pension – it’s what we’re good at – plus health care cover, an onsite gym, access to a personal trainer; even the odd massage. And if they’re feeling peckish after all that activity, they can always refuel in our subsidised restaurant. Discover more of People\'s Partnership\'s employee benefits including our training programme, which is designed to give our people the support they need to develop a fulfilling career.


Salary Range

* Seniority level: Mid-Senior level
* Employment type: Full-time
* Job function: Purchasing and Supply Chain
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