Charles Stanley

Asset Allocation Analyst

Charles Stanley  •  London, GB (Onsite)  •  3 months ago
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Job Description

Are you passionate about shaping investment strategy in a multi-asset context? Do you thrive in a collaborative, intellectually rigorous environment? We’re looking for an Asset Allocation Analyst to join our London-based CIO Office and help drive portfolio performance through insightful macro analysis, innovative asset allocation, and client-focused investment solutions.

What You’ll Do

As an Asset Allocation Analyst, you’ll play a pivotal role in delivering high-quality investment services across multiple products. You’ll work closely with internal teams and external stakeholders to develop and communicate actionable investment ideas.

Key responsibilities include:

  • Collaborating with stakeholders to deliver a cohesive global investment and economic outlook
  • Supporting strategic asset allocation using quantitative models and qualitative insights
  • Presenting investment themes and ideas to drive portfolio decisions
  • Conducting targeted macroeconomic and market research
  • Engaging in client presentations, webinars, and strategic discussions
  • Supporting portfolio managers in construction and documentation
  • Promoting a strong compliance culture and adhering to regulatory standards

What You’ll Bring

We’re seeking a candidate with:

  • A university degree (or equivalent) and CFA Level 1 (or equivalent)
  • 3+ years of experience in investment strategy, portfolio management, and asset allocation
  • Proven expertise in multi-asset investment products
  • Understanding of, and/or experience in, integrating AI 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
  • Deep understanding of financial services regulations and compliance

Why Join Us?

You’ll be part of a respected investment team that values integrity, innovation, and putting clients first. We offer a dynamic environment where your insights will shape investment outcomes, and your growth will be supported every step of the way.

Charles Stanley

About Charles Stanley

Charles Stanley, part of Raymond James Wealth Management, is one of the UK’s leading Wealth Management firms, providing bespoke investment portfolios and tailored financial advice at every stage of your financial journey. Our focus on clients has endured since the foundation of Charles Stanley in 1792. Working with individuals, charities, institutions, and professional advisers, we have created financial security for many tens of thousands of people. With a network of over 20 offices across the UK, we place great importance on providing our clients with the highest standard of service.

About Raymond James Wealth Management

Raymond James Wealth Management comprises Raymond James and Charles Stanley. Assets under management and administration (AUMA) of the combined UK wealth management group stand at £46.8bn (as at 30 June 2025). Our US parent company, Raymond James Financial, was established in 1962 and is a is a leading diversified financial services company. It has $1.64tn (as at 30 June 2025) assets under administration and supports approx. 8,800 wealth managers.

Industry
Finance & Insurance
Company Size
501-1,000 employees
Headquarters
London, GB
Year Founded
Unknown
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