I'm currently partnered with the insurance arm of a top full service alternatives asset manager ($750B+ AUM) on a Portfolio Management Associate role covering asset allocation, investment risk, and portfolio monitoring among other responsibilities.
This role will focus on asset allocation, portfolio and investment risk analysis, portfolio reporting, and collaboration with portfolio managers, risk management, and finance teams. The ideal candidate will have 2-6 years of experience in a portfolio management, asset allocation, or portfolio risk role within an asset manager.
Key Responsibilities
Asset Allocation & Portfolio Construction
- Support strategic and tactical asset allocation decisions across portfolios.
- Conduct quantitative and qualitative analysis to optimize portfolio allocations.
- Assist in rebalancing portfolios based on market conditions and investment mandates.
Portfolio & Investment Risk Analysis
- Monitor portfolio risk exposures, stress testing, and scenario analysis.
- Identify and assess market, credit, and liquidity risks in portfolios.
- Work closely with the Risk Management team to ensure alignment with risk tolerance levels.
- Portfolio Reporting & Performance Analytics
- Prepare portfolio performance reports and attribution analyses for internal and external stakeholders.
- Track portfolio metrics, exposures, and benchmarks to identify trends and anomalies.
- Develop and enhance reporting tools for investment performance, risk, and asset allocation insights.
Collaboration & Stakeholder Engagement
- Work closely with Portfolio Managers, Risk, and Finance teams to support investment decision-making.
- Provide data-driven insights to enhance portfolio efficiency and risk-adjusted returns.
- Assist in client presentations and investment committee meetings by delivering analytical insights.
Qualifications & Experience
- 2-6 years of experience in portfolio management, asset allocation, portfolio risk, or investment analysis roles.
- Strong understanding of asset allocation, investment risk, and portfolio optimization techniques.
- Experience with programming or quantitative tools (Python, R, VBA) is a plus.
- Knowledge of global markets, fixed income, equities, alternatives, and multi-asset portfolios.
- Bachelor’s degree in Finance, Economics, Mathematics, or a related field (CFA or progress toward CFA is a plus).