About the role
FinEx AI summary
Manages strategic and tactical multi-asset allocation portfolios across global equities, fixed income, currencies, commodities and alternatives. Builds capital market assumptions, sets risk budgets, selects implementation vehicles and derivative overlays, and conducts macro and cross-asset research. Prepares investment-committee papers and presents allocation rationale and performance to stakeholders.
Core skills
strategic asset allocationtactical asset allocationcapital market assumptionsrisk budgetingportfolio constructionderivatives