Investment Allocation Specialist

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.