Asset Allocation Specialist

3 weeks ago


Étreux, Hauts-de-France, United States Rockland Trust Full time
About the Job:

The Asset Allocation Specialist will play a key role in supporting and actively participating in managing various aspects of asset allocation, risk modeling, and external manager selection frameworks. You will assume coverage of different economic sectors or industries, develop insights into portfolio holdings, and uncover new opportunities within the coverage areas. The salary range for this position is approximately $95,000 - $115,000 per year, depending on experience and qualifications.

Key Responsibilities:
  • Develop and maintain detailed company forecasts, company and industry-specific drivers, price targets, and actionable ideas.
  • Mentor and develop junior members of the research team.
  • Assume coverage of different economic sectors or industries and develop insights into portfolio holdings as well as uncover new opportunities within the coverage areas.
  • Support client services and sales teams inquiries.
Requirements:
  • Bachelor's degree and CFA and/or MBA.
  • Ability to work on-site in Boston office.
  • 3+ years of relevant experience with a buy or sell side firm.
  • Experience with bottom-up security analysis.
  • Experience with Bloomberg, Factset, and other related software.
Benefits:
  • Competitive compensation with performance incentive awards.
  • Health Insurance.
  • Dental Insurance.
  • A 401K and DC Plan for your retirement.
  • LTD & Life Insurance.
  • Day Care Reimbursement.
  • Tuition Assistance for graduate and undergraduate programs.
  • An award-winning Wellness program.
About Rockland Trust:

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.



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