Investment Strategist

Reposted 7 Days Ago
Be an Early Applicant
London, Greater London, England, GBR
In-Office
Mid level
Financial Services
The Role
Produce macroeconomic, asset allocation and sector analysis; author monthly/quarterly macro commentary and marketing publications; prepare presentation materials; support discretionary committees and portfolio advisory with macro and thematic input; maintain asset allocation/return models and deputise for senior team members.
Summary Generated by Built In

About Us
 

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.
Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.
We have 4,600 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.
Rothschild & Co is committed to an inclusive and supportive environment where different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.

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

Skills Required

  • Relevant university degree (e.g., Economics or finance-related)
  • Highly numerate and financially aware with strong interest in economics, finance and current affairs
  • Excellent verbal communication skills; highly articulate and literate
  • Strong written skills with creative flair
  • Proficiency in coding (e.g., Python) and problem-solving comfort
  • Experience with Bloomberg and/or DataStream
  • Advanced Microsoft Office knowledge
  • 2-4 years' experience as an economist or market analyst within financial services
  • Knowledge of multiple asset classes
  • Familiarity with foreign exchange markets (ideally)

Rothschild & Co Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Rothschild & Co and has not been reviewed or approved by Rothschild & Co.

  • Fair & Transparent Compensation Pay is considered competitive across core markets, and employer-provided salary bands in U.S. postings reinforce transparency on base ranges. Europe and core advisory teams are often characterized as strong on compensation relative to their market positioning.
  • Leave & Time Off Breadth Paid time off in the U.S. is described as starting around four weeks and increasing with seniority, alongside paid holidays and sick time. This points to a broad time-off framework in key offices.
  • Retirement Support A U.S. 401(k) with immediate vesting and a tiered employer match is cited, complementing discretionary bonuses. These features indicate meaningful retirement-focused support within the package.

Rothschild & Co Insights

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The Company
HQ: London
4,577 Employees
Year Founded: 1798

What We Do

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth. With a team of 3,800 talented financial services specialists on the ground in more than 40 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track record of outstanding execution in financial services. For more information on our group, visit www.rothschildandco.com

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