Role Overview
Statera Talent is recruiting an Investment Strategist on behalf of a Global Private Bank. The role will shape investment strategies and develop multi-asset solutions for ultra-high-net-worth (UHNW) clients.
The ideal candidate will blend macroeconomic expertise, advanced quantitative skills and an ability to communicate investment ideas.
This role requires a hands-on approach to analyzing and interpreting financial data. Applicants should be comfortable applying their expertise to process and understand data, rather than through purely systematic or machine learning models.
Responsibilities
Directional Macro Strategy Development:
- Analyze macroeconomic indicators (e.g. GDP, inflation, interest rates) to create directional strategies across multiple asset classes.
- Build and maintain dashboards and predictive models to monitor market signals, such as implied vs. realized volatility and cross-asset correlations.
Multi-Asset Portfolio Construction:
- Develop tailored multi-asset portfolio solutions for UHNW clients, leveraging diversification, scenario analysis, and risk optimization techniques.
- Collaborate with advisory and discretionary teams to implement bespoke investment strategies tailored to client-specific objectives and constraints.
Quantitative Analytics:
- Design and back-test systematic strategies using advanced quantitative techniques, to ensure robust performance across different market conditions.
Publications:
- Articulate the house view by integrating macroeconomic research with actionable recommendations.
- Present insights and strategies to UHNW clients, internal stakeholders, and industry forums.
Collaborative Innovation:
- Partner with global teams across asset classes to develop innovative investment frameworks and strategies.
- Develop new products and client offerings, leveraging market trends and predictive analytics.
Requirements
Technical Skills and Experience:
- Experience in an investment strategist, macro research, or portfolio management role.
- Expertise in directional macro strategies.
- Advanced programming skills in Python and R for financial modelling, back-testing, and data visualization.
- Experience working with UHNW clients or institutional portfolios, delivering bespoke solutions tailored to complex objectives.
Academic and Professional Credentials:
- MSc in Finance, Economics, Mathematics, or a related quantitative field (e.g., Financial Engineering).
- Professional certifications such as CFA or CQF are advantageous.
Soft Skills:
- Strong written and verbal communication skills, with the ability to translate quantitative insights into clear strategies for clients and internal stakeholders.
- Evidence of thought leadership through industry publications or presentations.
Why Join?
- Global Influence:Work at the forefront of investment strategy for one of the world’s leading private banks.
- Client-Focus:Engage directly with UHNW clients to create impactful, tailored solutions.
- Career Progression:Joining this experienced, high-profile team provides opportunities for personal development through exposure to cutting-edge quantitative research and multi-asset strategies.
If you are passionate about macroeconomic strategy, leveraging quantitative insights, and delivering bespoke solutions to UHNW clients, we invite you to apply by submitting your CV today.
