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The Investment Allocation Analyst assists in the daily portfolio management of asset allocation products. These responsibilities include but are not limited to daily cash flow management and rebalancing trade activity, reviewing strategic & tactical allocations to ensure adherence to investment objectives, and preparing custom analysis in support of portfolio design. This role will also partner with Portfolio Managers and other investment personnel in the production of internal and external written and analytical content for clients and prospects.
Portfolio Management & Trading
Provide daily oversight of asset allocation portfolio positioning
Leverage Asset Allocation Committee decisions to determine portfolio specific tactical allocations, taking into consideration individual portfolio structure and objectives
Direct cash flows strategically among underlying holdings with an understanding of market liquidity and structure
Initiate discretionary rebalancing trades to position portfolios in line with desired tactical allocations, while minimizing the impact to underlying investment teams
Coordinate trading activity with the Portfolio Modeling Group and underlying investment teams
Partner with other investment teams, portfolio managers, multi-asset solutions team, Global Business Solutions and Investment Liaisons to develop implementation plans for new portfolios and investment sleeves within existing portfolios
Evaluate the role of derivatives and other complex securities within asset allocation portfolios and partner with the securities trading desks to implement efficiently
Investment Research & Analysis
Prepare custom analysis in support of portfolio design for new portfolios and enhancements to existing portfolios
Partner with the Multi-Asset Solutions Group and portfolio managers in the design efforts related to the growing custom solutions business
Collaborate with equity & fixed income investment teams in ongoing implementation of customized strategies
Provide validation of portfolio return attribution results and consistency of investment process across portfolios
Service ad hoc investment related requests from portfolio management and distribution channels
Ongoing Portfolio Support
Serve as investment subject matter expert in product management and operational initiatives