Portfolio Strategist

5 days ago


New York, New York, United States Brookfield Asset Management Full time
Job Description

Brookfield Asset Management is seeking a highly skilled Portfolio Strategist to join our New York-based investment team. As a key member of our asset allocation team, you will play a crucial role in developing and implementing portfolio strategy to drive business growth and profitability.

Key Responsibilities:
  • Asset Allocation Strategy: Assist in formulating asset allocation strategies for the investment portfolio, taking into account investment guidelines, risk management, and returns.
  • Investment Implementation: Coordinate with senior team members on the implementation of the strategic asset allocation plan, monitor investment pipelines, and assist on execution of investments.
  • Collaboration and Communication: Collaborate with the investment and risk teams on asset modeling, cash flow, and sensitivity analysis, and develop and present reports on investment performance and risk.
  • Compliance and Governance: Monitor compliance with investment policies and trust guidelines, and coordinate with the actuarial and finance teams on providing investment assumptions for actuarial modeling and business planning.
  • Liquidity Management: Liaise with the investments, treasury, and operations teams to ensure proper liquidity management.
Requirements:
  • Education: Bachelor's degree in a quantitative field of study, such as finance, economics, or mathematics.
  • Experience: At least 1-5 years of experience in portfolio management, asset-liability management, or cross-asset class experience.
  • Skills: Strong capabilities in MS Excel, familiarity with programming languages, and excellent analytical and problem-solving skills.
  • Personal Qualities: High attention to detail, intellectual curiosity, and motivation, with excellent verbal and written communication skills.


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