11 asset allocation analyst jobs at 11 companies in United States
Senior Analyst- Asset Allocation, Wealth Management Advice & Solutions
Missouri, United States
HybridFull Time
10+ YOEBachelor's degree required; advanced degree or CFA required; 10+ years in asset allocation or multi-asset investing; Series 7 and 66 licenses required or obtainable within 6 months; strong quantitative modeling and capital markets expertise.
Associate, Investment Risk & Analytics - Principal Asset Allocation
Des Moines or Seattle or New York City or Raleigh
$127k-$171k/yr OnsiteFull Time
3+ YOEBachelor's degree or 8 years related experience; 3+ years in investment management or risk; MSCI BarraOne or similar; Python, R or relevant languages; strong risk management judgment; no immigration sponsorship available.
MSCI BarraOne, FactSet, Python, R, Bloomberg, Morningstar
Business Systems Analyst - Hardware Asset Management, Procurement, SEZ policy
United States
OnsiteFull Time
Bachelor's degree in Computer Science or similar field; knowledge of IT hardware, asset allocation, inventory management, procurement operations, purchase order lifecycle, vendor coordination, invoice validation; proficiency in Microsoft Excel; SEZ knowledge.
Microsoft Excel
Investment Strategy Analyst
New York, New York, United States
$111k-$175k/yr OnsiteFull Time
1+ YOEBachelor's degree or equivalent; 1-4 years experience in multi-asset allocation, investment research, or strategy; familiarity with Bloomberg and FactSet; proficiency in Microsoft Excel, PowerPoint, Word; demonstrated interest in asset allocation and macroeconomics.
Bloomberg, FactSet, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Python, R, SQL, VBA
Asset & Wealth Management, Multi-Asset Solutions, Portfolio Manager, Analyst - New York
New York City, New York, United States
$90k-$130k/yr OnsiteFull Time
1.5+ YOEBachelor's degree required; advanced degree or CFA preferred; 1.5-4 years investment management experience; proficiency in Excel and PowerPoint; knowledge of asset allocation and factor investing; strong communication and project management skills.
Microsoft Excel, Microsoft PowerPoint, Bloomberg, Reuters
Investment Analyst
Conshohocken, Pennsylvania, United States
OnsiteFull Time
2+ YOEBachelor's degree in business, finance, economics, or a related quantitative field; 2–4 years in investment or investment-adjacent work; advanced Excel and familiarity with asset allocation or portfolio construction.
Microsoft Excel, Microsoft PowerPoint, Morningstar, PitchBook, Venn, Tamarac, Backstop Solutions, CENTRL, SQL, Python
Senior Investment Analyst
Chicago, Illinois, United States
$118k-$172k/yr HybridFull Time
2+ YOEBachelor's degree in finance, economics, or related field; 2+ years investment research/data experience; proficiency with Morningstar Direct, modern portfolio theory, and retirement-specific asset allocation frameworks.
Morningstar Direct
Sr Investment Analyst
Charlotte or North Bethesda
$126k-$180k/yr OnsiteFull Time
5+ YOERequires 5+ years in retirement plan investment analysis, knowledge of asset allocation, portfolio construction, performance attribution, risk analysis, and capital markets; CFA preferred and strong communication skills required.
Microsoft Office Suite, Microsoft Teams, Zoom
Implementation & Proposal Analyst
Dublin, Ohio, United States
HybridFull Time
5+ YOEBachelor's degree, 5+ years in financial services or a comparable analytical role, investment proposal experience, asset allocation knowledge, strong analytical and communication skills, and Microsoft Excel and PowerPoint proficiency.
Microsoft Excel, Microsoft PowerPoint, Nitrogen, Morningstar Direct, YCharts, Tamarac, Orion, Salesforce
AVP, Senior Quantitative Investment Analyst
Dublin or Bermuda or United States or United Kingdom or Switzerland
OnsiteFull Time
7+ YOEGraduate degree in a quantitative field, 7+ years in quantitative finance and financial markets, asset allocation and fixed-income modeling experience, and Python or similar platform proficiency. CFA or CQF desirable.
Python
Senior Investing & Funds Editor
New York City, New York, United States
$145k-$185k/yr OnsiteFull Time
5+ YOEAt least 5 years as an editor, reporter, or analyst covering asset management, funds, or retail investing; strong understanding of asset allocation, fund mechanics, ETF structures, and portfolio theory; sharp deadline editing skills.