Description

• Build portfolio construction models and strategic asset allocations aligned to firm capabilities
• Engage with clients to understand objectives and design custom, outcome‑oriented solutions
• Produce client materials: pitchbooks, product presentations, reporting, training collateral and thought leadership
• Lead and contribute to RFP/RFI responses and wider sales enablement content
• Partner with investment, distribution and operations from initial engagement through pitch to onboarding
• Monitor competitors, market trends and regulatory developments to identify growth opportunities

• Previous experience in asset management, investment consulting or fiduciary/OCIO, focused on multi‑asset, solutions or portfolio design
• Demonstrable experience modelling strategic asset allocations and building custom solutions
• Strong grounding in portfolio theory, risk/return and portfolio construction techniques
• Knowledge of DC pensions and multi‑asset fund structures advantageous