Portfolio Solutions Specialist (Associate)
Core
Design, implement, and manage holistic portfolio solutions and asset allocation strategies for large asset owners and financial institutions.
Role type
Associate Portfolio Solutions Specialist
Builds
Tailored investment mandates, model portfolios, and outsourcing solutions for wealth and institutional clients.
Domain
Asset Management / Multi-Asset Strategies
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Investment analysis, strategic and tactical asset allocation, manager selection and sizing, performance measurement and attribution, risk budgeting, portfolio construction, financial market knowledge (Fixed Income, Equities, Alternatives), process improvement, technology-enabled solutions development
Preferred skills
Coding (Python, SQL, VBA), Aladdin, Morningstar, Bloomberg, Tableau
Technologies
Aladdin, Morningstar, Bloomberg, Tableau, VBA, SQL, Python
Responsibilities
Support design and implementation of portfolio solutions for clients; perform investment analysis and contribute to decision-making; develop and enhance portfolio construction tools and analytics; collaborate with internal teams on client outcomes; drive evolution of investment processes and frameworks; participate in cross-team research; supply investment content for commercial growth materials.
Seniority
Associate, hands-on IC