Contact us
Location
London / Remote
Advertising Salary
Competitive Salary

The opportunity

As the Senior Investment Strategist, you will be responsible for the day to day administration of the Omnis tactical asset allocation process. You will also be responsible for overseeing key areas of the asset allocation as directed, as well as contributing to the formation of the Omnis tactical asset allocation.

In addition, you will contribute to process development, stakeholder communication and the wider Investment Team.

This is a hybrid role based in London, with 2 days a week required in the office.

Benefits:

  • Salary - competitive
  • Bonus scheme - on target bonus – 15%
  • Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
  • Critical illness cover
  • Income protection - 1x salary 
  • Death in service - 4x salary
  • 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days. 
  • A range of other flexible benefits to include private medical insurance, dental insurance and much more.

Your responsibilities will include:

  • The day-to-day organisation and maintenance of the Omnis tactical asset allocation process.
  • Management, analysis, oversight & risk management of key areas of the asset allocation resulting in investment recommendations.
  • Supporting the formation of Omnis tactical asset allocation and portfolio construction views.
  • Assisting with the ongoing development of the Omnis tactical asset allocation process.
  • Increasing the intellectual capital and skills base of the Investment Team.
  • Effectively communicating the Omnis investment strategy to key stakeholders.
  • Contributing to analysis and views of external Investment Managers appointed by Omnis.
  • Maintain a detailed understanding of the FCA’s Conduct Risk initiative, particularly with regards to “Customer Outcomes”. Ensure that the fair treatment of customers is at the centre of any decisions.
  • Ensure knowledge of regulation and consumer duty and application to role.
  • Ensure consumer duty is embedded in day-to-day activities and discussed in all forums.
  • Maintain a good understanding of industry best practice with regards to all regulatory needs.

What will you need to succeed?

  • CFA Charterholder
  • Experience of top down, fundamental investment strategy formation.
  • Experience of using funds to implement TAA views.
  • A deep understanding of key macroeconomic variables and their implications for investment strategy formation.
  • Knowledge of relevant macroeconomic and market metrics.
  • An understanding of the analytical process for assessing investment managers.
  • Knowledge of portfolio construction in a retail wealth setting.
  • Strong Excel skills

Why us?

We're a dynamic, fast paced, and growing business with huge ambition. This is all made possible by the brilliant people who are part of The Openwork Partnership family. We're investing heavily in our colleagues, continuously striving to give them the platform to develop personally and professionally and reach their full potential.

We’re also very proud of our culture, as one of the Best 100 Large Companies to work for in 2022. The Openwork Partnership values, and respects individuality and we are committed to building an inclusive culture and environment which truly recognises and celebrates our colleague’s individual differences and identities – just like our financial advice, for us, it’s personal. We believe everyone can make a difference and your race, religion, disability, and gender will never be a barrier. At Openwork, we have a strong ethic of care for each other where you can balance a successful career with your commitments and interests outside of work. We believe that you will bring your best self to work if you are trusted to choose when, where and how you do it.

 

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