Portfolio Construction & Analytics Americas Director

Key Responsibilities

• Work with Bankers, Investment Counsellors and Financial Advisors to design strategic, dynamic, and thematic portfolio templates and portfolio “building block” advisory frameworks for their clients.
• Partner closely with all areas of the CIO Office (Portfolio Strategy & Portfolio Advisory) to translate insights into portfolio positioning.
• Drive portfolio construction logic that balances return opportunity, downside risk management, and liquidity for individual client mandates.
• Apply consistent frameworks as set by the Portfolio Construction & Analytics team that allows for personalized portfolio recommendations at scale.
• Investment Expression & Implementation
• Partner with Capital Markets specialists to express views through ETFs, SMAs, mutual funds, derivatives overlays, and customized multi-asset strategies consistent with CIO views.
• Provide guidance on trade structuring, hedging overlays, liquidity sequencing, and tax-aware implementation consistent with CIO views.

Qualifications & Experience

• 15 years of experience in portfolio construction, asset allocation, or multi-asset strategy—preferably in an institutional consulting, global wealth management, or a multi-asset investment firm.
• Deep experience building scalable multi-asset portfolio architectures.
• Deep expertise in macro-driven and factor-aware portfolio construction frameworks.
• Strong grounding in quantitative methods (e.g., factor models, scenario analysis, return forecasts, stress testing, attribution).
• Demonstrated ability to communicate complex investment concepts with clarity and conviction to both institutional professionals and high-net-worth clients.
• Executive presence and high credibility with global clients and internal partners.
• Required current US FINRA Registration: SIE, Series 7, 24, 31, 63, 65. Must meet ALL US FINRA Registration requirements within 150 days of starting in the role.