Responsibilities:
- Analysis of Real Assets
- Investigate and demonstrate potential benefits and risks of investing in a wide variety of asset classes, both public and private, with a focus on public real assets.
- Establish strategic asset allocations for multi-asset investment strategies targeting specific return, risk, yield, factor exposures and other investment objectives.
- Monitor asset class and sector valuations to identify investment opportunities and risks for tactical asset allocation, with a focus on public real assets.
- Create quantitative models, valuation screens, and analytical tools used in the investment process
- Conduct portfolio optimization using quantitative techniques and facilitate ad-hoc portfolio analysis with robust data collection and analysis
- Portfolio Management:
- Contribute investment ideas, insights, and recommendations during portfolio management meetings and strategy discussions with a focus on public real assets.
- Follow macroeconomic and sector specific data and news flow and synthesize into implications, opportunities and risks for investment strategies.
- Collaborate with sector specialist investment teams within the firm to discuss and explore sector specific views.
- Implement tactical asset allocation decisions across public security investment portfolios.
- Compile portfolio models, portfolio allocations, portfolio performance and other relevant material for portfolio management meetings and investment committee meetings.
Qualifications & Requirements:
- Bachelor's degree or foreign equivalent. Graduate degree, CFA or CAIA designation a plus.
- Minimum 4+ years of relevant investment experience
- Asset allocation experience is considered an advantage
- Fixed income experience is considered an advantage
- Private markets experience is considered an advantage
Strong quantitative skills including data collection, treatment and analysis
Strong skills using Excel, Word, PowerPoint and Bloomberg or FactSet.
Programming experience in Python, R, or other statistical computing language is considered an advantage.