Asset Allocation Analyst

Overview

In this role, you will support the CIO Office in delivering insightful macro analysis and asset allocation for multi-product investment services. You will collaborate with internal teams and external stakeholders to develop actionable investment ideas that drive portfolio decisions. You will perform macro research, communicate themes to clients, and assist in portfolio construction while upholding regulatory standards. This is a rigorous, collaborative environment where your analysis and delivery help shape investment outcomes for clients.

Responsibilities

• Collaborate with stakeholders to produce a cohesive global investment and economic outlook
• Support strategic asset allocation using quantitative models and qualitative insights
• Present investment themes to influence portfolio decisions
• Conduct targeted macroeconomic and market research
• Engage in client presentations, webinars, and strategic discussions
• Assist portfolio managers in construction and documentation
• Promote a strong compliance culture and adhere to regulatory standards

Key requirements

• University degree and CFA Level 1 (or equivalent)
• 3+ years of experience in investment strategy, portfolio management, and asset allocation
• Proven expertise in multi-asset investment products
• Understanding of, and/or experience in, integrating AI tools into a central investment process
• Strong analytical skills and ability to create and maintain quantitative models
• Excellent communication and presentation abilities
• Collaborative mindset and intellectual curiosity
• Deep understanding of financial services regulations and compliance

• Collaborative mindset
• Analytical thinking
• Strong communication abilities
• Quantitative modeling
• Macro research
• Asset allocation frameworks

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