Multi Asset Portfolio Specialist
Core
Serve as a critical link between investment professionals, clients, and distribution partners to articulate investment philosophy, portfolio positioning, and market views.
Role type
Multi-Asset Portfolio Specialist (IC)
Builds
Client-facing investment narratives, portfolio updates, white papers, and analytics reports for institutional and wealth clients.
Domain
Wealth Management / Multi-Asset Investing
Deliverable
client delivery
Required skills
Multi-asset investment expertise, strategic and tactical asset allocation, portfolio construction, capital markets knowledge, performance attribution analysis, RFP/DDQ support, client presentation skills
Preferred skills
CFA designation, experience with institutional investors/pension plans, knowledge of alternative investments (private equity/credit), model portfolio support
Technologies
None explicitly stated
Responsibilities
Develop expertise in strategic/tactical asset allocation and portfolio construction; Partner with portfolio managers to communicate investment decisions; Present portfolio positioning and market outlooks to clients; Develop client-facing commentary and white papers; Analyze portfolio performance and risk exposures; Support product launches and competitive positioning
Seniority
Mid-Senior, hands-on IC
