Specialist, Portfolio Allocation & Monitoring

Job Purpose:

The Specialist, Portfolio Allocation & Monitoring (PAM) is responsible for analysing, monitoring, and evaluating investments and opportunities in various public and private markets and strategies - such as alternative strategies, equity and equity-like to support the investment decision-making process. The incumbent conducts also quantitative and qualitative analysis and monitoring, portfolio analytics and optimization as well as performance analysis and risk monitoring. Additionally, the role contributes to investment strategy and asset allocation optimisation in line with the risk appetite and investment objectives with a focus on alternatives and equity and equity-like strategies.

Roles and Responsibilities / Key Accountabilities

• Conduct rigorous quantitative and qualitative evaluation of investment opportunities across public and private markets, including alternatives, equity, and equity-like strategies.
• Assess relative value opportunities across asset classes using cross-asset factor analytics, correlation analysis, and dispersion modelling to identify alpha and diversification sources.
• Evaluate allocation opportunities in alternative strategies (e.g., hedge funds, real assets, private equity, private credit) as well as public equity and equity-like strategies, considering liquidity and risk factors.
• Monitor and report portfolio performance against benchmarks, mandates, and investment objectives.
• Conduct performance attribution and risk-adjusted return analysis at asset class, strategy, and manager levels.
• Track risk exposures, drawdowns, liquidity profiles, and style drifts across strategies.
• Identify systemic and idiosyncratic risks, underperformance drivers, and inefficiencies; propose data-driven rebalancing recommendations.
• Apply optimization techniques to evaluate portfolio trade-offs under defined return objectives and risk constraints.
• Support strategic and dynamic asset allocation processes aligned with risk budgets and return objectives.
• Assess diversification benefits, correlation structures, and downside risk characteristics across asset classes.
• Contribute to portfolio rebalancing decisions based on valuation signals, macro outlook, and risk considerations.
• Support the development of quantitative portfolio analytics frameworks, workflow automation, and AI-enabled decision-support systems.
• Enhance analytical frameworks, tools, and data infrastructure supporting investment decisions.
• Analyze portfolio sensitivities to macroeconomic variables, market factors, and liquidity conditions.
• Contribute to investment strategy and asset allocation with data-driven recommendations.
• Monitor global macroeconomic developments and financial market trends.
• Translate macroeconomic and market insights into actionable investment ideas for portfolio positioning and risk monitoring.

Job Qualifications and Requirements

Knowledge and Experience

• 8–10 years of experience in the investment management industry, sovereign wealth funds, asset owners, or investment banks.
• Strong knowledge of investment analysis across alternatives, equity, and equity-like strategies, as well as performance analysis.
• Experience in financial quantitative modelling, portfolio construction, asset allocation, portfolio analytics, and risk monitoring.

Education

• Master's degree in Investment Management, Finance, or a related field with a strong quantitative focus from a reputable university.

Certifications

• Professional credentials such as CFA, CAIA, or CIPM are required.