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Charles Stanley

UK wealth management and financial planning

Asset Allocation Analyst

Asset ManagementConfirmed live in the last 24 hours
Full-timeLondon, UKNo salary listedIn-person

About the Job

Requirements

  • A university degree or equivalent and CFA Level 1 or equivalent.
  • At least 3 years of experience in investment strategy, portfolio management, and asset allocation.
  • Proven expertise in multi-asset investment products.
  • Understanding of or experience integrating artificial intelligence tools into a central investment process.
  • Strong analytical skills and the ability to create and maintain quantitative models.
  • Excellent communication and presentation abilities.
  • A collaborative mindset and intellectual curiosity.
  • A deep understanding of financial services regulations and compliance.

Responsibilities

  • Collaborate with stakeholders to deliver a cohesive global investment and economic outlook.
  • Support strategic asset allocation using quantitative models and qualitative insights.
  • Present investment themes and ideas to drive portfolio decisions.
  • Conduct targeted macroeconomic and market research.
  • Engage in client presentations, webinars, and strategic discussions.
  • Support portfolio managers in portfolio construction and documentation.
  • Promote a strong compliance culture and adhere to regulatory standards.

About the Company

Charles Stanley

UK wealth management and financial planning

A UK wealth management firm that serves private clients, charities, and smaller institutional investors with tailored financial planning and investment management. Clients work with financial planners and investment managers to develop and manage customized solutions, with fees for advisory and asset management, supported by offices in London, Edinburgh, and Cardiff for local service. The firm stands out through its long history dating back to 1792 and its ability to deliver personalized, localized wealth management across the UK. Its goal is to help clients preserve and grow wealth through comprehensive planning and ongoing asset stewardship.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
London, United Kingdom
Founded
1972

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