What are the responsibilities and job description for the Asset Allocation Analyst position at Coda Search│Staffing?
One of the largest Asset Managers is looking to hire a Senior Asset Allocation Analyst for their Private Markets team.
The team partners closely with institutional and wealth clients to develop tailored portfolio solutions that align with specific objectives such as income generation, inflation protection, and long-term capital appreciation.
Responsibilities:
- Portfolio Management:
- Build and maintain detailed cash flow and valuation models for individual private funds and diversified portfolios, including projections for capital calls, distributions, NAV evolution, and liquidity.
- Analyze and optimize portfolio construction by modeling deployment schedules, vintage diversification, and reinvestment strategies.
- Generate investment insights and recommendations through rigorous modeling and scenario analysis, with a focus on private asset behavior across market cycles.
- Partner with sector investment teams to incorporate asset-level insights into portfolio construction and cash flow forecasting.
- Support implementation of strategic and tactical asset allocation decisions across private portfolios.
- Prepare portfolio analytics, cash flow projections, and performance materials for portfolio management and investment committee discussions.
- Develop strategic asset allocations for multi-asset portfolios, incorporating detailed assumptions around cash flows, deployment pacing, return of capital, and reinvestment.
Qualifications & Requirements:
- Bachelor’s degree or foreign equivalent. Graduate degree, CFA or CAIA designation a plus.
- Minimum 5 years of relevant investment experience:
- Private market experience is required, with working knowledge of private fund accounting
- Asset allocation experience is considered an advantage
Salary : $125,000 - $150,000