Investment Strategist

Rothschild & Co Wealth Management

Within Wealth Management we offer an objective long-term perspective on investing, structuring and safeguarding assets, to preserve and grow our clients’ wealth.

We provide a comprehensive range of Wealth Management services to some of the world’s wealthiest and most successful families, entrepreneurs, foundations and charities. In an environment where short-term thinking often dominates, our long–term perspective sets us apart. We believe preservation-first is the right approach to managing wealth.

Overview of Role

The successful candidate will be based in London, and responsible for a wide range of macro inputs to Rothschild & Co’s investment processes.

Responsibilities:

• Contributing to macroeconomic, asset allocation and sector analysis and advice in support of the London and Swiss Wealth Management businesses   
• Responsibility for a wide range of presentation materials designed for internal and external meetings  
• Input to written publications: blog posts, Market Perspective, Mosaique Insights, miscellaneous marketing publications
• Primary responsibility for monthly and quarterly macro commentary
• Supporting the Swiss discretionary asset allocation committee with regular macro, regional and sectoral updates, and helping to shape the Strategy Team’s input to portfolio decisions
• Supporting the Swiss portfolio advisory business with ad hoc and thematic ideas
• Helping maintain asset allocation and prospective return models
• Deputising for senior team members when required
• Deepening their knowledge base (via industry conferences, ongoing research) in order to better inform the ‘house view’ and develop their potential
• Supporting internal Rothschild & Co committees, and the Global Advisory business, with briefing material and presentations on request

Experience, Skills and Competencies Required

• A relevant university degree such as Economics or within another Financial related field;
• Highly numerate, financially aware and able to demonstrate a keen interest in economics, finance and current affairs;
• Excellent communications skills, highly articulate and literate;
• Good written skills with a creative flair;
• Proficiency in coding (e.g. Python) and comfortable solving problems; experience with Bloomberg and/or DataStream; advanced MS Office knowledge;
• 2-4 years’ prior experience working as an economist or market analyst within another financial services organization. Knowledge of multiple asset classes, and ideally a  familiarity with foreign exchange markets