thematic strategist.

• Conduct in-depth research on emerging and long-term themes such as technological innovation, sustainability, demographic shifts, geopolitical developments, and consumer behaviour.
• Develop thematic frameworks and models to assess the potential impact of trends on sectors, companies, and asset classes.
• Collaborate with investment teams, strategists, and external experts to validate and refine thematic ideas.
• Produce high-quality reports, presentations, and dashboards that communicate insights clearly to stakeholders.
• Monitor global news, academic research, and industry developments to stay ahead of evolving themes.
• Present findings to senior leadership, clients, and partners in a compelling and strategic manner.
• Contribute to the development of thematic investment products or strategies, where applicable.

about the manager/team

Working alongside 3 other colleagues reporting to the Head of Investment Strategy

skills and experience required

Qualifications:

• Bachelor’s or Master’s degree in Economics, Finance, Political Science, Data Science, or a related field.
• >5 years of experience in research, strategy, consulting, or investment analysis.
• Strong analytical skills with the ability to interpret complex data and identify patterns.
• Excellent written and verbal communication skills.
• Familiarity with data visualization tools (e.g., Power BI, Tableau) and research databases.
• Ability to think creatively and connect disparate ideas into coherent themes.
• Passion for understanding global trends and their implications.

To apply online please use the 'apply' function, alternatively you may contact Dylan Lee at 91383356.
(EA: 94C3609/ R2091898)