Strategic Asset Manager

2 weeks ago


Chicago, Illinois, United States Coda Search│Staffing Full time

Coda Search&Staffing is seeking a highly skilled Strategic Asset Manager to join our team. As a key member of our Multi-Asset Solutions Team, you will be responsible for reviewing benefits and risks of investments in various asset classes, establishing strategic asset allocations, and monitoring sector valuations to identify investment opportunities.

Key responsibilities include:

  • Reviewing and analyzing investment opportunities across various asset classes
  • Developing and implementing strategic asset allocation strategies to achieve specific returns, yield, and risk goals
  • Collaborating with sector specialist investment teams to explore specific views and compare with macroeconomic data
  • Presenting recommendations in PM meetings and strategy meetings
  • Compiling relevant data, models, and allocations for portfolio management teams and investment committee meetings

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


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