Institutional Portfolio Strategy Consultant
United StatesContractSenior
Salary160 - 180 USD per hour
Apply NowOpens the employer's application page
Job Details
- Experience
- 8+ years in investment management, 5+ years as a portfolio manager or similar
- Required Skills
- Risk ManagementFinancial analysis
Requirements
- 8+ years of experience in investment management, asset management, wealth management, or related institutional roles.
- 5+ years of experience as a portfolio manager, co-portfolio manager, investment strategist, or senior investment analyst.
- Strong understanding of portfolio optimization, risk management, alpha generation, and macro drivers.
- Proficiency in reading and preparing investment artifacts such as allocation memos and risk reports.
- Strong written communication skills and ability to produce evidence-based work.
- Degree in finance, economics, mathematics, or related quantitative field preferred.
- CFA, MBA, CAIA, or FRM credential is a plus.
Responsibilities
- Review investment scenarios involving portfolio construction, asset allocation, diversification, and benchmark alignment.
- Evaluate portfolio strategies against mandates, allocation constraints, and documented investment goals.
- Identify concentration issues, risk exposures, and portfolio management outcomes.
- Review risk frameworks including drawdown analysis, stress-test scenarios, and liquidity considerations.
- Prepare clear written explanations for portfolio strategy decisions based on verifiable criteria.
- Evaluate strategy outputs, research summaries, and investment frameworks for clarity and accuracy.
- Maintain consistency and professional judgment across project deliverables.
View Full Description & ApplyYou'll be redirected to the employer's site
