Scheduled hours per week: 40
Scheduled months per year: 12
Remote work eligibility: Hybrid
Position purpose
Reporting directly to the CEO and CIO, this position leads asset allocation, cash flow planning, exposure, performance, and risk analysis across a global, multi-asset endowment portfolio. This role will use advanced analytical and AI tools to strengthen portfolio decision-making and reporting.
Key accountabilities
This role offers an exciting opportunity in endowment management, working as part of a 21-person team that manages Dartmouth’s $9 billion endowment.
The Ideal Candidate for this roles includes;
- 5+ years experience in manager selection, portfolio strategy, asset allocation, and/or risk management in multi-asset class portfolios.
- Strong quantitative skills across performance, exposure, liquidity, and risk, with the judgment to turn data into strategic perspective.
- AI-conversant and automation-minded, with strong academic credentials; MBA, CFA, or CAIA a plus.
Quantitative Investment Analysis & Conclusions
- Develop, implement, and maintain an effective, dynamic asset allocation process to guide investment allocation, cash flow, and portfolio rebalancing decisions.
- Use AI and other technology tools to make analytical processes across the organization more sophisticated, faster, and more flexible.
- Provides thought leadership in total portfolio planning, asset allocation and exposure modeling analysis discussions
- Analyze data to generate insights on portfolio exposures, liquidity, and other risk parameters, and recommend positioning improvements when appropriate.
- Research and recommend investment policies and procedures, limits, and guidelines related to asset allocation, exposure, and risk management.
- Monitor financial markets, quantitative drivers, and investment themes to inform asset allocation, exposure analysis, and risk management.
Management and Production of Reporting Deliverables & Analysis
- Prepare, analyze, and distribute investment performance and attribution reports using a sophisticated multi-asset portfolio management and analytics platform, ensuring accuracy and consistency across reporting deliverables.
- Strong understanding of key accounting, performance and operational workflows that impact portfolio performance reporting and modeling outcomes
- Oversee and manage the external service provider’s processes and calculation of investment performance, including the selection, construction, and maintenance of appropriate benchmarks.
Networking, Communication & Best Practices
- Present thorough, clear, and insightful analysis to senior Investment and Operations leaders.
- Maintain working knowledge of peer asset allocation, policies, and performance through relationships with similar institutions.
- Leverages network to enhance professional proficiency and bring best practices to senior leadership team
- Participate in special projects and perform other duties as assigned.
Required qualifications: education and experience
Bachelors plus 6 or more years' experience or combination of education and experience
Required qualifications: skills, knowledge and abilities
Skills & Knowledge
- Knowledge of multi-asset portfolios and of asset class and manager assessment methodologies.
- AI-conversant at a minimum, with an intellectually curious mindset and an orientation toward automation.
- Demonstrated skill integrating and synthesizing data from multiple sources and systems is required; more advanced AI, automation, and database experience is a plus.
- Strong quantitative and analytical skills, including experience with asset allocation, cash flow planning, investment performance and attribution analysis, exposure analysis, and risk management.
- High level of maturity, professionalism, and integrity. The experience, presence, and interpersonal skills necessary to effectively communicate, establish credibility, and engender trust with all organizational levels, including senior management and 3rd Party data / software partners.
- Track record of success in high-performing, collaborative Investment teams.
- Deep understanding of the quantitative methods and analytical capabilities required for the development of asset allocation, portfolio strategy, performance and attribution analysis, and investment policies.
- Ability and willingness to juggle multiple tasks, respond to changing priorities, and contribute to areas beyond the direct scope of responsibility.
- Complex problem-solving skills and the ability to articulate alternative solutions or viewpoints based on thorough due diligence and analysis.
- Strong project management capabilities and ability to drive agendas.
- Excellent oral and written communication and presentation skills.
- Strong academic credentials
Preferred qualifications
MBA, CAIA and/or CFA preferred