Description

Position Overview

The Dartmouth College Investment Office seeks an Associate Director or Director of Portfolio Strategy and Analysis.  Reporting directly to the CEO and CIO, this position leads asset allocation, cash flow planning, exposure, performance, and risk analysis across a global, multi-asset portfolio. This role will use advanced analytical and AI tools to strengthen portfolio decision-making and reporting.

Responsibilities

•         Develop, implement, and maintain an effective, dynamic asset allocation process to guide investment allocation, cash flow, and portfolio rebalancing decisions.
•         Use AI and other technology tools to make analytical processes across the organization more sophisticated, faster, and more flexible.
•         Prepare, analyze, and distribute investment performance and attribution reports using a sophisticated multi-asset portfolio management and analytics platform, ensuring accuracy and consistency across reporting deliverables.
•         Research and recommend investment policies and procedures, limits, and guidelines related to asset allocation, exposure, and risk management.
•         Maintain working knowledge of peer asset allocation, policies, and performance through relationships with similar institutions.
•         Analyze data to generate insights on portfolio exposures, liquidity, and other risk parameters, and recommend positioning improvements when appropriate.
•         Present thorough, clear, and insightful analysis to senior Investment and Operations leaders.
•         Oversee and manage the external service provider's processes and calculation of investment performance, including the selection, construction, and maintenance of appropriate benchmarks.
•         Monitor financial markets, quantitative drivers, and investment themes to inform asset allocation, exposure analysis, and risk management.
•         Participate in special projects and perform other duties as assigned.

Qualifications

The successful candidate will have at least five years of experience in manager selection, portfolio strategy, asset allocation, and risk management at a family office, endowment, foundation, OCIO, or other multi-asset investment management firm. Additional qualifications include:

•         Demonstrate knowledge of multi-asset portfolios and of asset class and manager assessment methodologies.
•         AI-conversant at a minimum, with an intellectually curious mindset and an orientation toward automation. Demonstrated skill integrating and synthesizing data from multiple sources and systems is required; more advanced AI, automation, and database experience is a plus.
•         Strong quantitative and analytical skills, including experience with asset allocation, cash flow planning, investment performance and attribution analysis, exposure analysis, and risk management. The successful candidate must be able to develop strategic perspectives informed by quantitative and qualitative data.
•         High level of maturity, professionalism, and integrity. The experience, presence, and interpersonal skills necessary to effectively communicate, establish credibility, and engender trust with all organizational levels, including senior management and 3^rd Party data / software partners.
•         Track record of success in high-performing, collaborative Investment teams.
•         Deep understanding of the quantitative methods and analytical capabilities required for the development of asset allocation, portfolio strategy, performance and attribution analysis, and investment policies.
•         Ability and willingness to juggle multiple tasks, respond to changing priorities, and contribute to areas beyond the direct scope of responsibility.
•         Complex problem-solving skills and the ability to articulate alternative solutions or viewpoints based on thorough due diligence and analysis.
•         Strong project management capabilities and ability to drive agendas.
•         Excellent oral and written communication and presentation skills.
•         Strong academic credentials, which ideally include an MBA, CAIA and/or CFA.