Asset Allocation Specialist
2 weeks ago
About the Role
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 sector specific views and strategies.
Key Responsibilities
- Work directly with the sector specialists investment teams in effort to explore and discuss sector specific views and strategies.
- Review benefits and risks of investments in various asset classes.
- Establish strategic asset allocations that target specific returns, yield, and risk, and factor exposures.
- Create, review, and manage valuation and cash flow models for the private funds - which includes the deployment and return of capital, as well as reinvestments.
- 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 sector specialist investment teams to explore specific views and compare with macroeconomic specific data.
- Compile relevant data, models, and allocations for portfolio management teams and investment committee meetings.
- Work closely with marketing, IR, and operations teams to create investment strategy analyses, as well as meet with clients and prospective investors for grow and retain assets.
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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