Asset Allocation Specialist

2 days ago


Chicago, Illinois, United States Coda Search│Staffing Full time
Asset Allocation Specialist

Coda Search│Staffing is seeking an experienced Asset Allocation Specialist to join our team. As a key member of our investment team, you will be responsible for working closely with sector specialist investment teams to explore specific views and compare with macroeconomic data.

Key Responsibilities:

  • Review benefits and risks of investments in various asset classes.
  • Establish strategic asset allocations that target specific returns, yield, and risk, and factor exposures.
  • Monitor the asset class as well as sector valuations in effort to identify investment opportunities.
  • Research investments across the private funds.
  • Make recommendations within portfolio management meetings and strategy meetings.
  • Work closely with marketing, IR, and operations teams to create investment strategy analyses.

Requirements:

  • Minimum 5 years of investment experience
  • Bachelors degree required
  • Graduate degree, and/or CFA or CAIA is a big plus
  • Fluency and work experience with Python, SQL, and VBA is a must
  • Previous experience in Asset Allocation and Public Markets

What We Offer:

  • Competitive salary and benefits package
  • Opportunity to work with a global asset manager
  • Collaborative and dynamic work environment

How to Apply:

Please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you



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