Investment Advisor

About the Role

We are looking for an Investment Advisor to join our investment and client advisory team, combining direct client relationship responsibility with quantitative strategy support across our fund management and private wealth mandates. This role sits at the intersection of client advisory, portfolio construction, and quantitative research — advising high-net-worth and ultra-high-net-worth clients, family offices, and institutional mandates while drawing on systematic, data-driven analysis to support recommendations.

This is a strong opportunity for a numerate, client-oriented professional who wants to combine genuine advisory responsibility with quantitative rigor, within a CMS-licensed platform serving institutional and private wealth clients, including trust and single family office structures.

Key Responsibilities

Client Advisory & Relationship Management

• Conduct client needs analysis and risk profiling; assess suitability of proposed investment strategies against client objectives, constraints, and regulatory requirements
• Work with respective Client Advisors to present investment recommendations to clients, including asset allocation proposals calibrated to specific objectives (income needs, capital preservation, growth targets, liquidity requirements)
• Manage ongoing client servicing: portfolio reviews, performance discussions, rebalancing conversations, and responsiveness to changing client circumstances
• Liaise with the wealth structuring/trust team where client mandates intersect with trust, Hibah, or single family office structures

Investment Recommendations & Portfolio Construction

• Formulate and present investment recommendations across asset classes (equities, fixed income, funds), grounded in both fundamental judgment and quantitative signals
• Assist in the construction and rebalancing of client and model portfolios
• Maintain a documented, defensible rationale for all recommendations to support suitability and compliance review

Quantitative Research & Analysis

• Design and run backtests for systematic strategies and factor-based approaches to support advisory recommendations
• Benchmark portfolio and strategy performance against relevant indices (e.g. MSCI, sector/peer universes) and translate findings into client-relevant insights
• Conduct scenario and stress-testing analysis (e.g. simulating asset allocation outcomes to meet a client's stated return/withdrawal objectives)
• Support the build-out and maintenance of quantitative screening models and factor libraries used across the advisory team

Data & Tools

• Build and maintain Python-based tools for data extraction, cleaning, and analysis (market data, fundamentals, pricing)
• Work with LSEG Workspace and other market data platforms for research, pricing, and portfolio analytics
• Collaborate with middle office on performance attribution and risk exposure reporting relevant to advised portfolios

Reporting & Compliance

• Produce clear, well-supported research notes, investment proposals, and client-facing materials
• Maintain rigorous documentation of advice given, suitability assessments, and methodology to support audit and compliance review
• Ensure all client recommendations and communications comply with MAS regulatory requirements applicable to licensed representatives