CFA Institute
Associate Analyst - Multi-Asset Group
CFA Institute, Chicago, Illinois, United States, 60290
JOB SUMMARY
Associate Analyst in the multi-asset group working on client portfolios backing property & casualty insurance businesses as well as company pension assets.
KEY RESPONSIBILITIES
Client interfacing role focused on the Allstate enterprise, supporting the development and implementation of portfolio strategies that fit a diverse set of products and objectives.
Support PMs with portfolio construction, benchmark changes, approval of investment policies, monitoring risk positioning, and board reporting for multi-asset portfolios.
Assist portfolio managers (PMs) overseeing portfolio liquidity needs and collaborating with the investment teams across public and private capabilities to maximize investment performance. This involves attending weekly meetings with the respective groups.
Work closely with internal and external managers in managing repositioning, which includes rebalancing of asset portfolio through derivatives and cash markets to align with benchmarks and policy allocation.
Identify enhancements to our reporting process including ongoing assessment of liquidity, portfolio monitoring, asset allocation, and risk reports.
Utilize Aladdin platform including portfolio risk tools, asset positioning modules, and benchmark and portfolio set-up to assist with overseeing the client portfolios.
Assist with the preparation of investment material for internal Board meetings, which involves coordination with Legal, PMs, and performance team members.
Participate in underwriting, onboarding, and monitoring of new external managers across public market equity and fixed income strategies; attend quarterly performance reviews with external managers, summarize results.
Work closely with team and senior leaders on recently launched private credit mandate, participating in due diligence of managers, onboarding, operations set-up, and monthly portfolio and pipeline updates.
Compile charts and graphs utilizing eVestment data to compare asset manager performance versus peer group; maintain tracking and monitoring tools for evaluating managers.
Attend meetings with the Treasury group to review cash flow requirements, legal entity updates, and corporate initiatives.
SUPERVISORY RESPONSIBILITIES
This job does not have supervisory duties.
EDUCATION AND EXPERIENCE
Bachelor’s degree.
CERTIFICATIONS, LICENSES, REGISTRATIONS
No Certification, License, or Registration is required for the job.
FUNCTIONAL SKILLS
Excellent communication and presentation skills.
Proficiency in Microsoft tools.
Knowledge of Blackrock’s Aladdin system, eVestment a plus.
Proactive mindset and ability to work independently, as well as collaboratively in a team environment.
Ability to thrive in a fast-paced, deadline-driven environment.
Strong attention to detail and commitment to delivering high quality & accurate work.
Skills
Asset Allocation, Benchmarking, BlackRock Aladdin, Finance, Fixed Income Investments, Investment Advising, Investments, Microsoft Tools, Results-Oriented.
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Associate Analyst in the multi-asset group working on client portfolios backing property & casualty insurance businesses as well as company pension assets.
KEY RESPONSIBILITIES
Client interfacing role focused on the Allstate enterprise, supporting the development and implementation of portfolio strategies that fit a diverse set of products and objectives.
Support PMs with portfolio construction, benchmark changes, approval of investment policies, monitoring risk positioning, and board reporting for multi-asset portfolios.
Assist portfolio managers (PMs) overseeing portfolio liquidity needs and collaborating with the investment teams across public and private capabilities to maximize investment performance. This involves attending weekly meetings with the respective groups.
Work closely with internal and external managers in managing repositioning, which includes rebalancing of asset portfolio through derivatives and cash markets to align with benchmarks and policy allocation.
Identify enhancements to our reporting process including ongoing assessment of liquidity, portfolio monitoring, asset allocation, and risk reports.
Utilize Aladdin platform including portfolio risk tools, asset positioning modules, and benchmark and portfolio set-up to assist with overseeing the client portfolios.
Assist with the preparation of investment material for internal Board meetings, which involves coordination with Legal, PMs, and performance team members.
Participate in underwriting, onboarding, and monitoring of new external managers across public market equity and fixed income strategies; attend quarterly performance reviews with external managers, summarize results.
Work closely with team and senior leaders on recently launched private credit mandate, participating in due diligence of managers, onboarding, operations set-up, and monthly portfolio and pipeline updates.
Compile charts and graphs utilizing eVestment data to compare asset manager performance versus peer group; maintain tracking and monitoring tools for evaluating managers.
Attend meetings with the Treasury group to review cash flow requirements, legal entity updates, and corporate initiatives.
SUPERVISORY RESPONSIBILITIES
This job does not have supervisory duties.
EDUCATION AND EXPERIENCE
Bachelor’s degree.
CERTIFICATIONS, LICENSES, REGISTRATIONS
No Certification, License, or Registration is required for the job.
FUNCTIONAL SKILLS
Excellent communication and presentation skills.
Proficiency in Microsoft tools.
Knowledge of Blackrock’s Aladdin system, eVestment a plus.
Proactive mindset and ability to work independently, as well as collaboratively in a team environment.
Ability to thrive in a fast-paced, deadline-driven environment.
Strong attention to detail and commitment to delivering high quality & accurate work.
Skills
Asset Allocation, Benchmarking, BlackRock Aladdin, Finance, Fixed Income Investments, Investment Advising, Investments, Microsoft Tools, Results-Oriented.
#J-18808-Ljbffr