Associate Director, Portfolio Strategy

Dartmouth College; Hanover (NH); Hybrid; USD 150,000 - 210,000; Full time

Job summary

Dartmouth College seeks an Associate Director, Portfolio Strategy to lead asset allocation, cash flow planning, exposure, performance and risk analysis for the global endowment portfolio. You will leverage AI tools to strengthen portfolio decision-making and reporting within a 21-person team.

Based in Boston with primarily in-person work and occasional travel to Hanover, NH, you will report to the CEO and CIO and collaborate across the organization on sophisticated investment strategies and

Qualifications

• Bachelor's degree plus 6+ years experience or combination of education and experience
• Experience in manager selection, portfolio strategy, asset allocation and risk management
• AI-conversant with automation and data synthesis across sources

Responsibilities

• Develop, implement, and maintain asset allocation for decision making
• Use AI and technology tools to enhance analysis and reporting
• Present analysis to senior Investment and Operations leaders
• Oversee external service provider’s performance measurement and benchmarks
• Collaborate within a 21-person team managing Dartmouth’s endowment

Skills

Multi-asset portfolio knowledge

AI-conversant

Automation

Data synthesis across sources

Quantitative analysis

Portfolio risk management

Communication skills

Project management

Academic credentials

Interpersonal skills

Education

Bachelor's degree + 6+ years experience

MBA, CFA, or CAIA preferred

Job description

Position Details

Position Information

Posting date

10/26/2026

Open Until Filled

Yes

Position Number

1129736

Position Title

Associate Director, Portfolio Strategy

Hiring Range Minimum

Please inquire.

Hiring Range Maximum

Please inquire.

Union Type

Not a Union Position

SEIU Level

Not an SEIU Position

FLSA Status

Exempt

Employment Category

Regular Full Time

Scheduled Months per Year

12

Scheduled Hours per Week

40

Schedule

This position is located in our Boston office located on BoylstonStreet.

This role is primarily an in-person role with the felxiblity for afew remote days.

This position will require occasional trips up to main campuslocated in Hanover, NH.

Location of Position

Boston, MA

Remote Work Eligibility?

Hybrid

Is this a term position?

No

If yes, length of term in months.

NA

Is this a grant funded position?

No

Position Purpose

Reporting directly to the CEO and CIO, this position leads assetallocation, cash flow planning, exposure, performance, and riskanalysis across a global, multi-asset endowment portfolio. Thisrole will use advanced analytical and AI tools to strengthenportfolio decision-making and reporting.

Description

This role offers an exciting opportunity in endowment management,working as part of a 21-person team that manages Dartmouth’s $9billion 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 classportfolios.
• Strong quantitative skills across performance, exposure,liquidity, and risk, with the judgment to turn data into strategicperspective.
• AI-conversant and automation-minded, with strong academiccredentials; MBA, CFA, or CAIA a plus.

Required Qualifications - Education and Yrs Exp

Bachelors plus 6 or more years' experience or combination ofeducation and experience

Required Qualifications - Skills, Knowledge andAbilities

Skills & Knowledge

• Knowledge of multi-asset portfolios and of asset class andmanager assessment methodologies.
• AI-conversant at a minimum, with an intellectually curiousmindset and an orientation toward automation.
• Demonstrated skill integrating and synthesizing data frommultiple sources and systems is required; more advanced AI,automation, and database experience is a plus.
• Strong quantitative and analytical skills, including experiencewith asset allocation, cash flow planning, investment performanceand attribution analysis, exposure analysis, and riskmanagement.
• High level of maturity, professionalism, and integrity. Theexperience, presence, and interpersonal skills necessary toeffectively communicate, establish credibility, and engender trustwith all organizational levels, including senior management and 3rdParty data / software partners.
• Track record of success in high-performing, collaborativeInvestment teams.
• Deep understanding of the quantitative methods and analyticalcapabilities required for the development of asset allocation,portfolio strategy, performance and attribution analysis, andinvestment policies.
• Ability and willingness to juggle multiple tasks, respond tochanging priorities, and contribute to areas beyond the directscope of responsibility.
• Complex problem-solving skills and the ability to articulatealternative solutions or viewpoints based on thorough due diligenceand analysis.
• Strong project management capabilities and ability to driveagendas.
• Excellent oral and written communication and presentationskills.
• Strong academic credentials

Preferred Qualifications

MBA, CAIA and/or CFA preferred

Department Contact for Recruitment Inquiries

Heather Huff

Department Contact Phone Number

6-9095

Department Contact for Cover Letter and Title

Heather Huff

Department Contact's Phone Number

603-646-9095

Equal Opportunity Employer

Dartmouth College is an equal opportunity employer under federallaw. We prohibit discrimination on the basis of race, color,religion, sex, age, national origin, sexual orientation, genderidentity or expression, disability, veteran status, marital status,or any other legally protected status. Applications are welcomefrom all.

Background Check

Employment in this position is contingent upon consent to andsuccessful completion of a pre-employment background check, whichmay include a criminal background check, reference checks,verification of work history, conduct review, and verification ofany required academic credentials, licenses, and/or certifications,with results acceptable to Dartmouth College. A criminal convictionwill not automatically disqualify an applicant from employment.Background check information will be used in a confidential,non-discriminatory manner consistent with state and federallaw.

Is driving a vehicle (e.g. Dartmouth vehicle or off roadvehicle, rental car, personal car) an essential function of thisjob?

Not an essential function

Special Instructions to Applicants

Dartmouth College has a Tobacco-Free Policy. Smoking and the use oftobacco-based products (including smokeless tobacco) are prohibitedin all facilities, grounds, vehicles or other areas owned, operatedor occupied by Dartmouth College with no exceptions. For details,please see our policy.

https://policies.dartmouth.edu/policy/tobacco-free-policy

Additional Instructions

Quick Link

https://searchjobs.dartmouth.edu/postings/87685

Key Accountabilities

Quantitative Investment Analysis & Conclusions

• Develop, implement, and maintain an effective, dynamic assetallocation process to guide investment allocation, cash flow, andportfolio rebalancing decisions.
• Use AI and other technology tools to make analytical processesacross the organization more sophisticated, faster, and moreflexible.
• Provides thought leadership in total portfolio planning, assetallocation and exposure modeling analysis discussions
• Analyze data to generate insights on portfolio exposures,liquidity, and other risk parameters, and recommend positioningimprovements when appropriate.
• Research and recommend investment policies and procedures,limits, and guidelines related to asset allocation, exposure, andrisk management.
• Monitor financial markets, quantitative drivers, and investmentthemes to inform asset allocation, exposure analysis, and riskmanagement.

Percentage Of Time

45%

Management and Production of Reporting Deliverables &Analysis

• Prepare, analyze, and distribute investment performance andattribution reports using a sophisticated multi-asset portfoliomanagement and analytics platform, ensuring accuracy andconsistency across reporting deliverables.
• Strong understanding of key accounting, performance andoperational workflows that impact portfolio performance reportingand modeling outcomes
• Oversee and manage the external service provider’s processesand calculation of investment performance, including the selection,construction, and maintenance of appropriate benchmarks.

Percentage Of Time

30%

Networking, Communication & Best Practices

• Present thorough, clear, and insightful analysis to seniorInvestment and Operations leaders.
• Maintain working knowledge of peer asset allocation, policies,and performance through relationships with similarinstitutions.
• Leverages network to enhance professional proficiency and bringbest practices to senior leadership team
• Participate in special projects and perform other duties asassigned.

Percentage Of Time

25%

Demonstrates professionalism and collegiality through actions,interactions, and communications with others appropriate to anenvironment that is welcoming to all.

Performs other duties as assigned

Supplemental Questions

1. * How did you learn about this employment opportunity?
   • Current Dartmouth employee (Please specify full namebelow)
   • Word of mouth
   • Mentioned on social, digital, or print media (e.g. LinkedInfeed, VOX, Valley News, listserv)
   • [e-mail] email outreach (includes Job Alertnotifications, marketing emails from Talent Acquisition)
   • Recruiter (Please specify full name or event below)
   • abilityJOBS
   • Chronicle of Higher Education
   • Glassdoor
   • Handshake
   • HigherEdJobs
   • HigherEdMilitary
   • Indeed
   • Inside Higher Ed
   • LinkedIn’s Job Board
   • RecruitMilitary
   • Dartmouth’s Job Board (searchjobs.dartmouth.edu)
   • Other (Please specify below)
2. If you would like to add more information to your answer,please specify here:
   
   (Open Ended Question)

Documents Needed to Apply

Required Documents

1. Resume
2. Cover Letter