Director of Asset Allocation Research

2 months ago


Wilmington DE United States Wilmington Savings Fund Society Full time

Job Description

Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.

The Director of Asset Allocation Research is responsible for leading the research initiatives that inform the organization’s asset allocation strategy. This role involves analyzing economic trends, market conditions, and investment opportunities to provide insights that guide portfolio construction and risk management.

Job Responsibilities:

  • Define and implement the research agenda for asset allocation, focusing on identifying key drivers of returns and risks across asset classes and sub asset classes.
  • Stay abreast of macroeconomic trends, market dynamics, and regulatory developments to inform strategic asset allocation decisions.
  • Utilize quantitative models and statistical analysis to evaluate the performance of various asset classes and investment strategies.
  • Develop and maintain proprietary research tools to support asset allocation analysis and decision-making.
  • Work closely with portfolio managers and investment teams to ensure research insights are integrated into asset allocation processes.
  • Provide ongoing support for investment decision-making by delivering timely and relevant research findings.
  • Lead and mentor research analysts, fostering a culture of curiosity, rigor, and collaboration.
  • Provide training and development opportunities to enhance team skills in quantitative analysis and investment research.
  • Prepare and present comprehensive research reports and presentations to senior management and investment committees.
  • Clearly communicate research findings, implications for asset allocation, and recommendations for portfolio adjustments.
  • Publish research papers, white papers, and market commentary to establish the organization as a thought leader in asset allocation.
  • Engage with industry peers and participate in conferences to share insights and build relationships.
  • Collaborate with internal stakeholders, including risk management, compliance, and strategy teams, to ensure alignment with overall investment goals.
  • Engage with external consultants and research providers to enhance the organization’s research capabilities.

Minimum Qualifications

  • Bachelor’s degree in Finance, Economics, Statistics, or a related field; CFA, MBA or advanced degree preferred.
  • 10+ years of experience in investment research, asset allocation, or quantitative analysis, with a strong track record in a similar role.
  • Must have expertise in financial modeling, statistical analysis, and data interpretation.
  • Must have strong analytical and quantitative skills, with proficiency in research tools and programming languages (e.g., Python, R, Excel).
  • Must have excellent communication and presentation skills, with the ability to convey complex concepts to diverse audiences.
  • Must have proven leadership capabilities with experience managing and developing a research team.
  • Must have the ability to think critically and strategically in a fast-paced environment.
  • May require occasional travel for conferences and industry events.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at

careers@wsfsbank.com

WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.



  • Columbus, OH, United States CFA Institute Full time

    STRS Ohio, the State Teachers Retirement System of Ohio (STRS Ohio), is seeking a Director, Asset Allocation and Strategy Investments to join the Investment/Management team. Nearly two-thirds of STRS Ohio’s investment assets are managed internally by more than 100 Investment Department professionals. Established in 1920 and serving Ohio’s educators, STRS...


  • Charlotte, NC, United States MetroNet Inc. Full time

    Love Your Mondays again! Join the Future of Connectivity with Metronet and Vexus! Are you ready to launch your career with one of the nation's fastest-growing fiber-optic powerhouses? Welcome to Metronet and Vexus, where we do not just build networks; we build communities. Recently, Metronet acquired Vexus, and effective January 1, 2025, all Metronet and...


  • Stamford, CT, United States Genworth Financial, Inc. Full time

    Director, Asset Backed Securities, Structured Research Position Location: Stamford, CTThis position must be based in Stamford, CT with a hybrid work schedule. Your Role You will be a member of the Structured team with responsibility for covering Asset-Backed Securities. This role requires utilization of structured research to evaluate investment...


  • Stamford, CT, United States Genworth Full time

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to...


  • Stamford, CT, United States Genworth Full time

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care-and we bring those experiences with us to...


  • Stamford, CT, United States Genworth Full time

    At Genworth, we empower families to navigate the aging journey with confidence. We are compassionate, experienced allies for those navigating care with guidance, products, and services that meet families where they are. Further, we are the spouses, children, siblings, friends, and neighbors of those that need care—and we bring those experiences with us to...


  • Dallas, TX, United States NAHMA - The National Affordable Housing Management Association Full time

    The Senior Director of Asset Management is a senior leadership role responsible for overseeing and driving the strategic management of a diverse portfolio of commercial real estate assets. This includes maximizing asset value, implementing business plans, and optimizing performance through a hands-on approach to financial management, tenant relations,...

  • Asset Manager

    3 weeks ago


    Houston, TX, United States EmergencyMD Full time

    Adara is a family-owned company that has been in business for over 40 years. We are headquartered in north of Houston, Texas, and we are a fully integrated real estate firm providing services in multifamily property management. Our attention to detail and ability to access the most modern and up-to-date operating tools makes us one of the premier management...


  • New York, NY, United States Selby Jennings Full time

    A multi-strat fund in NY is seeking a quant researcher for their centralized portfolio research team. They have been the fasting growing hedge fund over the last 5 years and are fully innovating how they manage risk at the portfolio and fund levels. As a result of this growth, they have built up a new Portfolio Research team. They are hands-on quantitative...


  • Wilmington, DE, United States Nemours Full time

    The Research Finance Manager will be responsible for assisting in the preparation of the operating and capital budgets as well as financial reporting for Research and ongoing research operations. Provides financial performance analyses of new and existing research centers, programs, cores, diagnostic labs, clinical trials, grants/contracts, and any other...


  • Champaign, IL, United States American Council Of Engineering Companies Full time

    Survey Director with Principal Research Scientist Role Illinois State Water Survey/PRI The Illinois State Water Survey is seeking a Survey Director who will provide strategic direction and overall administration for the Survey to administer research activities of the Survey by conceiving, recommending, implementing, directing, and participating in...


  • Austin, TX, United States Topo Full time

    Director of Asset Management Topo brings a unique perspective to real estate drawing from our experiences founding and operating hospitality businesses. We create uncommon spaces where thoughtful design produces meaningful impacts for our tenants, partners, and community – while having fun along the way. Our fully integrated team finds innovative real...

  • Associate Director

    3 weeks ago


    Boulder, CO, United States S&P Global Full time

    About the Role: Grade Level (for internal use): 12 The Team: S&P Global Ratings is seeking an Associate Director to join its Structured Finance practice, which provides credit ratings and opinions for securitizations backed by a wide variety of Esoteric assets. In this role, the Associate Director will be responsible for the end-to-end rating process,...


  • Miami, FL, United States The Related Group Full time

    The Related Group 2850 Tigertail Ave Coconut Grove, FL 33133, USA Description The Related Group has enhanced skylines with iconic developments. From luxury high-rise condominiums to more affordable developments, the Related Group’s distinctive brand of culture, design, and lifestyle-infused properties continues to revitalize urban...

  • Research Director

    3 weeks ago


    Newton, MA, United States Next City Full time

    The mission of the Initiative on Land, Housing & Property Rights (the Initiative) is to address real property issues that impact poor and disadvantaged communities. Many of the activities the Initiative undertakes assist disadvantaged communities that have been harmed as a result of lacking adequate land, housing, and other property rights. The...


  • Val-de-Reuil, Normandie, United States Wake Forest University School of Medicine Full time

    Seize the opportunity to lead a renowned division as Director of Fertility Medicine and Research at Wake Forest University School of Medicine.A board-certified expert in Reproductive Endocrinology and Infertility, you will oversee our internationally recognized program, delivering comprehensive care in a state-of-the-art clinic and IVF laboratory. With a...


  • Boston, MA, United States Fidelity TalentSource LLC Full time

    Job Description: Are you someone passionate about helping Fidelity s customers achieve their financial goals by identifying appropriate investment strategies given their personal situation? If yes, come join Financial Solutions and be part of the team that identifies investment strategies, recommends target asset allocation, and assesses suitability for...


  • Portland, OR, United States The University Of Tennessee Health Science Center Full time

    Director of Research – Boulder Care The Director of Research will play a pivotal role in directing all research related activities, overseeing strategic research initiatives and driving high-quality research outcomes that benefit Boulder Care patients specifically and the field of addiction care in general. The Director will be a core contributor who...

  • Executive Director

    3 weeks ago


    Austin, TX, United States University of Texas at Austin Full time

    Job Posting Title: Executive Director - Research Hiring Department: Dell Medical School Position Open To: All Applicants Weekly Scheduled Hours: 40 FLSA Status: Exempt Earliest Start Date: Immediately Position Duration: Expected to Continue Location: UT MAIN CAMPUS Job Details: The Office of Research at the Dell Medical School is looking for an Executive...

  • Associate Dean

    3 weeks ago


    Honolulu, HI, United States The American Phytopathological Society (APS) Full time

    Introduction The Associate Dean & Associate Director for Research in the College of Tropical Agriculture and Human Resources (CTAHR) and the Hawaii Agricultural Experiment Station must be a visionary leader for Hawaii’s agricultural, natural resources, and human resource research enterprises. The incumbent serves as a catalyst and facilitator to enhance...