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Asset Allocation Analyst information

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$28.5K

$78.8K

$122K

How much do asset allocation analyst jobs pay per year?

As of Aug 1, 2026, the average yearly pay for asset allocation analyst in the United States is $78,761.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,500.00 and $99,500.00 per year, depending on experience, location, and employer.

How much does a portfolio analyst earn?

A portfolio analyst typically earns between $60,000 and $90,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts may start at lower salaries, while those with advanced certifications like CFA can earn higher compensation. Bonuses and benefits can also significantly impact total earnings in this role.

What does an allocation analyst do?

An asset allocation analyst evaluates investment portfolios to determine the optimal distribution of assets based on clients' risk tolerance and financial goals. They analyze market data, use financial models, and recommend asset mixes to maximize returns and manage risk. Proficiency in financial software and certifications like CFA can enhance their effectiveness.

What does an asset analyst do?

An asset allocation analyst evaluates investment portfolios to determine the optimal distribution of assets based on clients' financial goals and risk tolerance. They analyze market data, use financial modeling tools, and recommend adjustments to improve portfolio performance. Strong analytical skills and knowledge of financial markets are essential for this role.

What is the difference between Asset Allocation Analyst vs Portfolio Analyst?

AspectAsset Allocation AnalystPortfolio Analyst
CredentialsBachelor's degree in finance, economics, or related field; certifications like CFA often preferredBachelor's degree in finance, economics, or related; CFA or CFP certifications beneficial
Work EnvironmentFinancial firms, investment management companies, banksAsset management firms, investment firms, banks
Primary FocusDetermining optimal asset mix to meet client goalsMonitoring and analyzing investment portfolios' performance
Common UsageStrategic asset allocation, risk managementPerformance analysis, portfolio optimization

While both roles work within investment management, Asset Allocation Analysts focus on designing the overall asset mix to meet client objectives, whereas Portfolio Analysts concentrate on analyzing and optimizing individual investment portfolios. Both roles require similar credentials and often work in the same environments, but their core responsibilities differ in scope and focus.

More about Asset Allocation Analyst jobs
What cities are hiring for Asset Allocation Analyst jobs? Cities with the most Asset Allocation Analyst job openings:
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Asset Allocation Analyst jobs near you
Infographic showing various Asset Allocation Analyst job openings in the United States as of July 2026, with employment types broken down into 91% Full Time, 7% Part Time, and 2% Contract. Highlights an 85% Physical, 5% Hybrid, and 10% Remote job distribution, with an average salary of $78,761 per year, or $37.9 per hour.

Director - Asset Allocation, Portfolio Construction

FM

Boston, MA • On-site

$138K/yr

Full-time

Medical, Retirement

Re-posted 12 days ago

Job description

Established nearly two centuries ago, FM is a leading mutual insurance company whose capital, scientific research capability and engineering expertise are solely dedicated to property risk management and the resilience of its policyholder-owners. These owners, who share the belief that the majority of property loss is preventable, represent many of the world's largest organizations, including one of every four Fortune 500 companies. They work with FM to better understand the hazards that can impact their business continuity to make cost-effective risk management decisions, combining property loss prevention with insurance protection.
Summary
The Director - Asset Allocation, Portfolio Construction will support the asset allocation team's investment research, portfolio analysis, and decision-making process across a globally diversified multi-asset portfolio. These asset classes include global public equities, global fixed income, multi-assets, private and liquid alternatives. The role will help in generating insights that inform asset allocation, portfolio construction, market positioning, risk management, and performance evaluation.
Working closely with mid-level and senior investment leaders and members of the asset allocation team, this individual will contribute to both tactical asset allocation and also strategic asset allocation efforts. On the tactical side, the role will contribute to market research and tactical positioning, including the development of models and frameworks to assess the near-term attractiveness of major asset classes and conducting cross-asset and relative value analysis to inform internal investment views.
In parallel, the role will also support strategic asset allocation studies, including the development and maintenance of models used to generate capital market assumptions, as well as the application of quantitative frameworks to portfolio construction and design.
The role also contributes to ongoing portfolio oversight, including monitoring and interpreting portfolio-level and asset-class exposures and risks across key entities. Responsibilities extend to supporting investment policy development and governance, as well as enhancing the team's analytics infrastructure and tools. This is a very exciting and intellectually challenging role operating at intersection of quantitative finance, asset allocation, capital markets and macroeconomics.
Schedule and Location
This is a full-time office-based position in Boston MA - Financial District.
Responsibilities
  • Monitor markets, conduct research to help generate views on positioning, active risks and relative value across major asset classes and sub-asset classes.
  • Analyze portfolio structure, including exposures, risk allocation, diversification, liquidity, performance drivers, and evaluate the impact of potential allocation changes and portfolio tilts on overall portfolio outcomes.
  • Build and maintain cross-asset and relative value models to inform near-term portfolio positioning.
  • Develop and maintain capital market assumptions and assist with quantitative portfolio construction, optimization and scenario analysis.
  • Help evaluate new asset classes, investment strategies, implementation vehicles, and research topics that support asset allocation objectives.
  • Monitor active risk and asset allocation exposure across entities; identity deviations and recommend adjustments where appropriate.
  • Support risk management and reporting requirements related to regulatory and rating agency frameworks and contribute to stress testing, scenario analysis and downside risk assessment.
  • Partner with investment, operations, and accounting teams on cash/liquidity management, portfolio implementation, and trade support across entities.
  • Prepare portfolio reviews, market updates, investment reports, and ad-hoc analyses for the investment team and senior stakeholders.

Qualifications
Required Work Experience
  • 7 to 10 years of dynamic financial markets experience in a trading, portfolio management, markets research, or risk management role.
  • Experience investing across asset classes, with evaluating investments and market opportunities, portfolio-level implications, and strategic or tactical allocation frameworks in a multi-asset portfolio.

Highly Preferred Work Experience
  • Experience with derivatives.

Required Skills
  • Solid analytical and quantitative skills.
  • Experience with Bloomberg and/or FactSet.
  • Ability to communicate complex analysis clearly and concisely to investment colleagues and senior stakeholders.
  • High attention to detail, strong work ethic, and intellectual curiosity.
  • Collaborative mindset with the ability to work effectively across teams and functions.

Highly Preferred Skills
  • Programming experience preferred, particularly in Python.

The final salary offer will vary based on individual education, skills, and experience. The position is eligible to participate in FM's comprehensive Total Rewards program that includes an incentive plan, generous health and well-being programs, a 401(k) and pension plan, career development opportunities, tuition reimbursement, flexible work, time off allowances and much more.
FM is an Equal Opportunity Employer and is committed to attracting, developing, and retaining a diverse workforce.
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About FM

Sourced by ZipRecruiter

Industry

Plastics product manufacturing

Company size

51 - 200 Employees

Headquarters location

Rogers, AR, US

Year founded

1980

Social media

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