Responsibilities
- Optimize and oversee globally diversified multi-asset ETF portfolios within discretionary wealth management mandates.
- Support the development and execution of long-term and dynamic asset allocation strategies across key asset classes.
- Perform regular portfolio evaluations, performance tracking, and risk monitoring to maintain reliable investment outcomes.
- Assess and choose ETFs using both quantitative metrics and qualitative factors.
- Improve and manage Python-based systems used for portfolio modeling, rebalancing logic, and trade analysis.
- Work closely with financial engineering, trading, and data teams to strengthen data infrastructure and analytical processes.
- Explain investment strategies and portfolio developments to clients, internal teams, and external collaborators.
