Allocation and Risk Analyst
Role Overview
Support asset allocation, portfolio construction, exposure management, quantitative analysis, and investment-risk monitoring across public and private markets in a global multi-asset portfolio.
Responsibilities are tailored to experience and strengths; the role reports to the Chief Investment Officer.
Key Skills for This Role
Full Job Posting
The role
Support asset allocation, portfolio construction, exposure management, quantitative analysis, and investment-risk monitoring across public and private markets in a global multi-asset portfolio.
Responsibilities are tailored to experience and strengths; the role reports to the Chief Investment Officer.
Key responsibilities
- Develop models supporting asset allocation, asset forecasts, and portfolio construction.
- Analyze portfolio performance, exposures, and diversification across asset classes, managers, geographies, and currencies.
- Develop quantitative models to evaluate manager and portfolio factor sensitivity, macro stress, exposures, and risk management.
- Monitor investment risk, concentration, and liquidity; conduct scenario analysis and stress testing to identify portfolio vulnerabilities.
- Research market developments and capital-market assumptions.
- Build analytics, dashboards, and AI-enabled tools for portfolio monitoring and decision-making.
- Prepare clear analysis for the Chief Investment Officer and Investment Committee.
Your profile
- Relevant experience in investment management, investment consulting, or institutional investing, with strong analytical, quantitative finance, and engineering skills.
- Experience in one or more of asset allocation, portfolio construction, quantitative analysis, or investment risk in multi-asset portfolios.
- Proficiency in Python or R, advanced Excel, and financial databases such as FactSet or Capital IQ is a strong advantage.
- A degree in finance, economics, or a quantitative discipline; progress toward the CFA or a comparable qualification is an advantage.
- Ability to work independently and deliver accurate analysis within deadlines.
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