Head of Global Investment Strategy-Dublin

  • Excellent
  • London, England, United Kingdom
  • Permanent, Full time
  • Elevate Partners
  • 02 Apr 19

Elevate Partners have been retained exclusively on behalf of an industry leading Wealth Management firm to appoint a Head of Investments. This is a key hire for the business and the successful candidate will be responsible for setting and communicating the investment strategy and House View.

The role:

• As a senior member of the Wealth Management Leadership Team, the candidate will also be a member of the Global Investment Committee.

• Providing high quality investment analysis and insight and determining asset allocation and tactical positioning for our multi asset portfolios.

• Leading a high performing team of investment professionals and ensuring a rigorous and disciplined investment process.

• Overseeing the Investment Selection function which identifies leading global investment managers to include in our portfolios.

• Overseeing our direct equity offering which provides high quality analysis and recommendations on direct equity investments.

• Proactively building awareness of the offering by presenting at relevant conferences and seminars and publishing research on topical matters.

• Providing regular client and internal updates and insights on the global economy and investment markets.

• Working closely with other members of the management team to support the servicing of existing clients and the attraction of new clients.

 

The Requirements:

• Degree or Masters level in Economics/Financial Economics or similar, CFA qualification desirable.

• 10-15 years’ experience in a senior investment/strategist/fund manager role, ideally with experience covering equities and fixed income.

• Ability to construct and present well considered views on the likely evolution of the market and economic cycle and how different assets classes are expected to perform.

• A passion for investing with detailed knowledge of the global economic and investment landscape and the insight and conviction to pursue superior investment outcomes.

• Experience of tactical and strategic asset allocation within a multi asset framework.

• Impeccable communication and presentation skills with an ability to influence and instil confidence in the investment function.

• Track record of writing investment research and commentary to a high standard.

• Strong leadership and people management skills.

 

For more information and to obtain a full job brief please contact our retained consultant Kevin Menton by phone on 00353-867969970 or by mail at kmenton@elevatepartners.ie