Portfolio Analytics & Allocation Specialist

Itau US

Town of Florida (NY)

On-site

USD 120,000 - 190,000

Full time

2 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Itau US seeks an Investment Allocation Specialist who blends investment acumen with data analytics to deliver scalable portfolio insights and recommendations. You will develop analytics tools, dashboards, and processes that support investment decisions, client engagement, and governance across portfolios.

The role collaborates with investment strategists, technology partners, and commercial teams to translate insights into actionable client solutions.

Qualifications

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.

Responsibilities

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