Multi Asset Portfolio Specialist
$137,400–$233,600 year
On-siteChicago, Illinois, United States
Job Summary
Develop deep expertise across multi-asset investment capabilities including strategic and tactical asset allocation, portfolio construction, and risk management. Partner with portfolio managers and research teams to communicate investment decisions, portfolio positioning, and performance outcomes to institutional and wealth clients. Translate complex investment concepts into compelling client narratives while supporting requests for proposals, due diligence questionnaires, and client inquiries. Develop client-facing investment commentary, market insights, white papers, and presentation materials to contribute to investment thought leadership. Analyze portfolio performance, attribution, and risk exposures to support internal and external reporting and investment committee presentations. Provide feedback on product development and competitive positioning based on client interactions and market trends.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, Mathematics, or related field
- 5+ years of experience in asset management, multi-asset investing, portfolio management, research, or portfolio specialist/client portfolio management roles
- Strong understanding of capital markets, asset allocation, portfolio construction, and investment management
- Excellent written and verbal communication skills with ability to present to sophisticated investors
- Strong analytical capabilities and ability to interpret portfolio and market data
- Demonstrated ability to collaborate across investment, product, and distribution teams
- Work Authorization: Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future
Desired Qualifications
- CFA designation or progress toward CFA Charter
- Experience working with institutional investors, pension plans, endowments, foundations, family offices, or wealth management platforms
- Knowledge of alternative investments, including private equity, private credit, and real assets
- Experience supporting model portfolios, multi-asset, target date, OCIO, or outsourced investment solutions
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