Asset Allocation Specialist

2 weeks ago


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

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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