Job Purpose:
- A senior level position reporting directly to the Head of Pension and Fiduciary Solutions and overseeing a series discretionary and non-discretionary asset allocation model portfolios
- The role includes monitoring and implementing asset class decisions across model client portfolios.
Your Responsibilities:
- Responsible for ongoing oversight including performance monitoring and key investment risks associated with asset class positioning across the model portfolios
- Delivering performance outcomes consistent with the objectives of the strategies
- Portfolio Implementation
- Collaborate with broader global PSG team comprised of ~40 individuals to leverage asset allocation views and positioning within the model portfolios
- Deliver ongoing asset class recommendations to clients and articulate changes in views and positioning to their respective investment committees
- Partner with senior management, business units, distribution, and product development to develop asset allocation models designed to meet specific institutional and retail needs
- Collaborate with quantitative and fundamental research analysts within PSG to develop and optimize new asset allocation models utilizing proprietary capital market assumptions
- Serve as project lead on new model portfolio opportunities
- Be viewed as a subject matter expert in the asset allocation broker/dealer model business
- Support the asset gathering process through the effective delivery of presentations, participation in conference calls, and the assisting in the development of investment-related marketing material
- The ability to enhance the team’s asset allocation model offerings and presence is a critical objective.
Skills and Qualifications:
- BA/BS Degree required Master’s degree or higher preferred
- CFA or other designations preferred
- Minimum of ten years of related experience
- Direct experience in managing or overseeing multi asset class model portfolios
- Experience working with clients and presenting to boards and committees
- Strong balance of both investment and business skills
- Deep understanding of asset allocation techniques and concepts
- Knowledge of industry-leading portfolio analysis software including Bloomberg, Factset, Morningstar Direct, etc
- Strong written and oral communication skills
- Demonstrated knowledge of the investment marketplace and industry trends in the institutional and retail market
- An Entrepreneurial mindset and willingness to do some travel.
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