Asset Allocation Analyst
Charles StanleyLondon, England, United Kingdom
Posted January 8, 2026
Full Time
About the Company
Charles Stanley, part of Raymond James Wealth Management, is a leading UK wealth management firm offering bespoke investment portfolios and tailored financial advice. With a focus on client-centric service since 1792, Charles Stanley provides comprehensive solutions including discretionary portfolio management, execution-only share dealing, ISAs, SIPPs, corporate wealth management, financial planning, and specialist fiduciary services. The company's extensive network of over 20 offices across the UK ensures high-standard service to individuals, charities, institutions, and professional advisers.
Job Description
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.
Requirements
- 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
