Investment Allocation Specialist

Itaú USA; Miami (FL); On-site; USD 110,000 - 160,000; Full time

Job summary

Itaú USA is seeking an Investment Allocation Specialist to combine investment expertise with data analytics and technology to translate market, portfolio, and client data into scalable, actionable intelligence for thousands of portfolios.

You will build analytics, dashboards, and tools to support allocation decisions, client engagement, and growth while collaborating with investment strategists, commercial teams, and technology partners.

Qualifications

• Bachelor’s degree in Finance, Economics, Mathematics, or related field; CFA preferred.
• 3–5+ years in investment management, asset allocation, or portfolio analysis.
• Strong Python and SQL programming; VBA and advanced Excel proficiency.

Responsibilities

• Monitor portfolio holdings and market developments to generate actionable investment insights.
• Identify opportunities and provide data-driven insights to support commercial teams and client engagement.
• Partner with strategists and product specialists to develop and implement allocation ideas.
• Develop scalable analytics and tools translating investment views into personalized portfolio recommendations.
• Lead automation of the investment recommendation process using data analytics, quantitative methods, and AI.
• Build dashboards, reports, and analytical frameworks to enhance portfolio oversight and decision-making.

Skills

Communication skills

Independent / self-driven

Team collaboration

Education

Bachelor’s degree in Finance/ Economics/ Mathematics

Master’s or CFA preferred

Tools

Python

SQL

VBA

Excel (Advanced)

Job description

The Investment Allocation Specialist combines investment expertise, data analytics, and technology to identify investment opportunities, generate portfolio insights, and support personalized investment recommendations across thousands of portfolios. The role is responsible for developing analytical tools, dashboards, and solutions that enhance portfolio monitoring, investment decision-making, and client engagement. Leveraging programming, data science, and emerging AI capabilities, the Investment Allocation Specialist transforms market, portfolio, and client data into actionable intelligence that can be deployed at scale.

Who We Are

Itaú is the largest private financial institution in Latin America. Through our operations in the United States, Bahamas, and Switzerland, we connect clients to opportunities across global markets while combining the strength of a leading financial institution with a forward-looking mindset.

Why This Role Matters

The Investment Allocation Specialist serves as a key link between investment research and commercial execution, ensuring the firm's investment views are translated into scalable tools, insights, and recommendations across a large and growing global investment platform. By converting complex data into solutions that can be consistently applied across thousands of portfolios, the role helps enhance the quality, efficiency, and reach of investment decision-making. Working closely with investment strategists, commercial teams, technology partners, and other internal stakeholders, this position supports client acquisition, retention, and portfolio growth by enabling the delivery of personalized, data-driven investment recommendations at scale.

What You'll Do

• Monitor portfolio holdings, market developments, and client activity across portfolios to generate actionable investment insights and recommendations.
• Identify investment opportunities and provide data-driven insights to support commercial teams and client engagement efforts.
• Partner with strategists, product specialists, and other internal partners to develop, evaluate, and implement investment ideas and allocation strategies.
• Develop scalable analytics and tools that translate the firm's investment views into personalized portfolio recommendations.
• Lead initiatives to enhance and automate the investment recommendation process using data analytics, quantitative methods, and artificial intelligence.
• Build dashboards, reporting solutions, and analytical frameworks that enhance portfolio oversight, investment decision-making, and client engagement at scale.
• Serve as a liaison between investment teams and commercial stakeholders, translating investment views into actionable insights, tools, and client solutions.
• Prepare investment presentations, reports, and analytical materials for commercial teams, investment committees, clients, and other stakeholders.
• Participate in key investment governance forums, including Strategy, Model Portfolio, and Product Committees.
• Ensure compliance with applicable regulatory requirements and internal policies and procedures.

What We're Looking For

Required

• Bachelor’s degree in Finance, Economics, Mathematics, or related field (Master’s or CFA preferred).
• 3-5+ years of experience in investment management, asset allocation, or portfolio analysis.
• Solid knowledge of portfolio construction, financial markets, risk modeling, and performance attribution.
• Strong Python and SQL programming skills; VBA and advanced Excel proficiency.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a fast-paced environment.

Preferred

• Proficiency with Bloomberg, Morningstar, and portfolio management systems.
• Progress toward CFA designation (Level I, II, or Candidate Status).
• Understanding of alternative investments and multi-asset strategies.
• Fluency in Portuguese and/or Spanish.

Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.