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Subject: Sr. Portfolio Strategist job in Charlotte, NC

Katerina Belova posted a job: Sr. Portfolio Strategist job in Charlotte, NC

"Please do not contact me about this job. View company name and apply directly at: http://bit.ly/qlmn4W Job Description: - Asset Allocation - develop asset allocation policy framework and models, complete supporting analyses, including: - Consulting with the Investment Strategy Group Team, Trust Portfolio Managers and clients, - Developing utility functions and assessing client spend/budget requirements, - Expected policy risk and return characteristics relative spend/budget needs, - Asset Allocation modeling process, - Risk budgeting, - Capital Market Assumption development, and - Evaluation of new asset classes and their impact on portfolios. - Develop, present, and defend recommendations before the Investment Committee. - Provide detailed attribution of client portfolios including policy effects, manager contribution, and economic considerations. - Review investment policies and practices. Research and propose changes, supported by written analyses. - Design and prepare investment and endowment-related materials for clients, marketing presentations, client and industry seminars, etc. - Help set strategic direction for the investment management effort. - Develop a complete understanding of all types of endowments, their mechanics, tax rules, and investment-related issues. - Research alternative assets: roles in the portfolios, marketplace, managers, current valuations, etc. - Handle portfolio/client issues as they arise: identify the problem, propose solutions, and work with client and other company staff, as needed, to resolve; develop client communications. Qualifications: - 8 or more years of investment management experience. - Strong background in asset allocation and portfolio construction. - Strong analytical and quantitative skills, with advanced degree in quantitative discipline preferred - Experience working directly with endowments, foundations and similar clients - Direct exposure to alternative assets: the industry, the participants, and their role in diversified portfolios. - Solid computer software skills to create materials and presentations for client meetings (Microsoft Excel and PowerPoint). - Graduate degree in quantitative or financial discipline preferred. - CFA highly desired. - Flexibility to accommodate moderate travel requirements. - Bachelors degree in related discipline; Masters degree strongly preferred"

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