Company Description
Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Job Description
Job Purpose
The Quantitative Strategy team is a recently formed part of Investment Management within Evelyn Partners that holds a key role in running strategic and tactical asset allocation, as well as supporting the broader investment process with portfolio construction and quantitative investment screens.
The new hire will conduct quantitative research, build new systematic models and support ad-hoc quantitative analysis requests, under direction from experienced colleagues, as well as undertaking construction, back-testing and risk assessment of portfolios.
Key Responsibilities
As a Quantitative Analyst, you will build, enhance and maintain a scalable, systematic investment process to run strategic and tactical asset allocation model portfolios and to support ad-hoc asset allocation requests from the business. You will develop, maintain and test systematic trading signals for global multi-asset portfolios with intermediate to long-term horizons, utilizing advanced methods in quantitative analysis and portfolio optimisation.
Responsibilities will include:
- Develop, maintain, and enhance portfolio construction processes to support the SAA and TAA model portfolios.
- Maintain and enhance the capital market assumptions process, including generation of relevant alternative scenarios and stress testing.
- Producing research, implementing and back-testing ideas for tactical asset allocation, and other ways of enhancing portfolio returns.
- Work collaboratively with other teams to improve existing process and extend quant approaches to other areas of investment process in due course.
- Communicate findings and recommendations to colleagues and committees.
- Work collaboratively with colleagues to incorporate ESG and climate considerations in portfolios
- Build and maintain robust processes to handle different datasets used within the quant function
- Stay up to date on industry trends and best practices in quantitative asset allocation
Key Contacts
- Asset Allocation Committee
- Strategy
- Investment Risk
- ESG project team
Qualifications
Required knowledge, experience & competencies
- An advanced Master's degree or Ph.D. in a quantitative discipline, such as Engineering, Maths, Physics, Mathematical Finance or Computer Science.
- Good working knowledge of the latest quant methods used in asset allocation, portfolio construction, signal generation and model testing
- Strong programming skills, preferably in Python, and basic knowledge of MATLAB will be desirable
- Familiarity with major asset classes including Equities/Fixed Income
- Knowledge of macro and micro-economic theory and practice
- Strong skills in data handling and manipulation using SQL and other data processing tools
- Familiarity with financial databases and tools (e.g. Bloomberg, DataStream)
- Excellent analytical and problem-solving skills
- Strong written and verbal communication skills
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
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