Wealth and Investment Advisory

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• Develop investment views and recommend portfolio positioning by assessing global macroeconomic trends, market dynamics, and investment opportunities across asset classes, regions, sectors, and investment themes.
• Contribute to tactical asset allocation and discretionary portfolio management (DPM), including portfolio construction, asset allocation, portfolio monitoring, performance evaluation, investment recommendation updates, and managing selected portfolios within assigned investment mandates.
• Develop investment recommendations, market outlooks, and portfolio insights to support Investment Committee, House View discussions, investment publications, and other strategic investment initiatives.
• Collaborate with internal and external stakeholders to evaluate investment solutions, implement investment strategies, and support the delivery of investment insights for wealth advisory and portfolio management.
• Take ownership of cross-functional projects, strategic initiatives, and ad hoc assignments, while leveraging data, technology, and AI tools to enhance investment analysis, portfolio management, and operational efficiency.

• Master's degree in Finance, Economics, Business Administration, or a related field. CFA, CAIA, FRM or other relevant professional investment qualifications are preferred.
• Fund manager license is required.
• Minimum 5 years of relevant experience in portfolio management, discretionary portfolio management (DPM), multi-asset investing, asset allocation, investment strategy, wealth management, or institutional investment.
• Strong understanding of global macroeconomics, financial markets, and multi-asset asset allocation, with strong investment judgment and the ability to develop investment views, construct portfolios, and deliver actionable investment recommendations.

• Excellent communication, collaboration, and stakeholder management skills, with a proactive mindset and the ability to leverage AI and digital tools to enhance investment analysis, content development, workflow efficiency, and decision-making.

We're committed to bringing passion and customer focus to the business.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us.