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.
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
- 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.