Senior Investment Analyst - Multi-Asset Fund of Funds

at  ABRDN PLC

JOB DESCRIPTION

At abrdn, our purpose is to enable our clients to be better investors.
Clients worldwide trust us to find future-fit investment opportunities to deliver the outcomes they want. Our technology and insight help empower them to make better decisions, while the powerful partnerships we build help to enhance the expertise that we offer. And by enabling clients to invest responsibly, it helps us to build a better world.

ABOUT THE CANDIDATE REQUIREMENTS

• Degree in finance, economics, or a business-related field would be beneficial. The CFA or other relevant professional qualifications would be an advantage.
• Good knowledge of multi asset, fund of fund portfolio management, and a passion for financial markets.
• Prior experience in an investment, portfolio construction or risk management role.
• Proficiency in investment research tools and portfolio management software. Morningstar, Style Analytics and Charles River knowledge would be an advantage.
  We are proud to be a Disability Confident Committed employer. Therefore, if you have a disability and would like to apply to one of our UK roles under the Disability Confident Scheme, please notify us by completing the relevant section in our candidate questionnaire and one of our team will reach out to support you through your application process.

IF YOU NEED ASSISTANCE OR AN ADJUSTMENT DUE TO A DISABILITY PLEASE LET US KNOW AS PART OF YOUR APPLICATION AND WE WILL ASSIST.

Job ID R0071941

As the Senior Investment Analyst within our growing multi-asset business unit you will get the opportunity to support the management of multi-asset, fund of fund portfolios, within a team-oriented portfolio management team. Your responsibilities will include assisting portfolio managers in their day-to-day roles and providing client support. Additionally, you will research, analyse, and model investment opportunities across a diverse range of asset classes.
The role requires an understanding of a broad range of asset classes, a strong ability to analyse funds and model exposures in a portfolio. A collaborative approach, strong people skills and knowledge of coding, especially in Python and VBA would be an additional advantage.

Key Responsibilities

• Portfolio management: Assist with the analysis and monitoring of portfolio positioning and risks and prepare investment proposals for consideration in the portfolio. Support trades during Tactical Asset Allocation (TAA) and Strategic Asset Allocation (SAA) rebalances, as well as ad hoc trade instructions.
• ESG: Collaborate with the ESG Reporting Analyst to oversee and assess sustainability objectives, ensuring that portfolios stay within acceptable limits. Support the integration of ESG considerations into the investment decision-making process.
• Investment research and analysis: Work with Head of Fund Selection to conduct thorough research on investment opportunities within different asset classes.
• Collaboration and communication: Communicate positioning and views with various stakeholders across the multi-asset team to ensure stakeholders are aware of positioning and opportunities.