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Asset Allocation Strategist Jobs (NOW HIRING)

Neuberger Berman

Investment Strategist

New York, NY · On-site +1

$170K - $200K/yr

A comprehensive understanding of asset allocation, portfolio construction and manager selection ... strategies * Superior analytical and problem-solving skills * Effective verbal and written ...

Nb

Investment Strategist

New York, NY · On-site +1

$170K - $200K/yr

A comprehensive understanding of asset allocation, portfolio construction and manager selection ... strategies * Superior analytical and problem-solving skills * Effective verbal and written ...

Neuberger Berman

Investment Strategist

New York, NY · On-site

$165K - $185K/yr

The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation ...

Nb

Investment Strategist

New York, NY · On-site

$165K - $185K/yr

The Private Wealth Investment Group supports the investment process by contributing to comprehensive portfolio solutions, including strategic asset allocation (SAA) models, tactical asset allocation ...

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Asset Allocation Strategist information

See salary details

$45K

$139.9K

$177.5K

How much do asset allocation strategist jobs pay per year?

As of Jun 11, 2026, the average yearly pay for asset allocation strategist in the United States is $139,867.00, according to ZipRecruiter salary data. Most workers in this role earn between $121,500.00 and $157,000.00 per year, depending on experience, location, and employer.

What does an Asset Allocation Strategist do?

An Asset Allocation Strategist is responsible for developing and managing investment strategies that determine how assets are distributed across various asset classes, such as stocks, bonds, and alternative investments. Their primary goal is to optimize portfolio returns while managing risk, based on clients’ investment objectives and market conditions. They analyze economic trends, market data, and client needs to recommend appropriate asset mixes. Asset Allocation Strategists often work for investment firms, banks, or large institutional investors.

What is portfolio analyst salary?

A portfolio analyst's salary typically ranges from $60,000 to $90,000 annually, depending on experience, location, and the size of the firm. Entry-level analysts may earn less, while those with advanced certifications or in senior roles can earn over $100,000. Strong analytical skills and proficiency with financial modeling tools are important for this role.

What are the key skills and qualifications needed to thrive as an Asset Allocation Strategist, and why are they important?

To thrive as an Asset Allocation Strategist, you need a strong background in finance, economics, quantitative analysis, and typically an advanced degree such as an MBA or CFA certification. Proficiency in portfolio management systems, statistical software (like MATLAB or R), and financial modeling tools is crucial. Outstanding analytical thinking, communication skills, and sound judgment help differentiate top performers in this role. These skills are vital for developing effective investment strategies, managing risk, and communicating recommendations to stakeholders in a dynamic market environment.

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

AspectAsset Allocation StrategistPortfolio Analyst
CredentialsCFP, CFA, or similar certifications often preferredCFA or related finance certifications common
Work EnvironmentStrategic planning, client advisory, investment policy developmentAnalyzing portfolio performance, risk assessment, reporting
Employer & IndustryAsset management firms, financial advisory firms, banksAsset management firms, investment firms, banks
Search & Comparison IntentUnderstanding strategic roles in asset allocationAnalyzing and optimizing investment portfolios

The main difference is that an Asset Allocation Strategist focuses on developing investment strategies and asset mix for clients or firms, while a Portfolio Analyst primarily analyzes existing portfolios to assess performance and risk. Both roles require financial certifications and are common in asset management and banking industries, but they serve different functions within the investment process.

What is the career path of an investment strategist?

An investment strategist typically starts in entry-level roles such as research analyst or financial analyst, gaining experience in financial markets and investment analysis. Progression often involves moving into senior analyst, portfolio manager, or senior strategist positions, with some professionals advancing to roles like chief investment officer or portfolio director, often supported by certifications such as CFA and strong quantitative skills.

What is an asset allocation strategy?

An asset allocation strategy is a plan used by asset allocation strategists to distribute investments across different asset classes, such as stocks, bonds, and cash, to balance risk and return based on client goals and risk tolerance. It involves analyzing market conditions and using tools like diversification to optimize portfolio performance over time.

How does an Asset Allocation Strategist typically collaborate with portfolio managers and analysts within an investment firm?

Asset Allocation Strategists work closely with portfolio managers and analysts to develop and implement investment strategies that align with clients' objectives and risk tolerance. They analyze macroeconomic trends, market data, and asset class performance, sharing insights and recommendations during regular team meetings. Effective collaboration ensures that strategic asset allocation decisions are well-informed and dynamically adjusted as market conditions change. This teamwork is essential to optimizing portfolio performance and meeting client goals.

What is the highest paying job in investment?

In investment roles, hedge fund managers and private equity executives tend to have the highest compensation, often earning millions annually through salaries, bonuses, and profit sharing. These positions require extensive experience, strong analytical skills, and often advanced certifications like the CFA or MBA. Compensation varies based on performance, firm size, and geographic location.
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What job categories do people searching Asset Allocation Strategist jobs look for? The top searched job categories for Asset Allocation Strategist jobs are:
Asset Allocation Strategist jobs near you
Infographic showing various Asset Allocation Strategist job openings in the United States as of June 2026, with employment types broken down into 98% Full Time, and 2% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.
Associate/ VP - Equities and Asset Allocation

Associate/ VP - Equities and Asset Allocation

PIMCO

Newport Beach, CA • On-site

$135K - $181K/yr

Full-time

Posted 8 days ago

Job description

PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixed income and credit opportunities, leveraging our decades of experience navigating complex debt markets. Our flexible capital base and deep relationships with issuers have helped us become one of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who seek strong risk-adjusted returns.
Since 1971, our people have shaped our organization through a high-performance inclusive culture, in which we celebrate diverse thinking. We invest in our people and strive to imprint our CORE values of Collaboration, Openness, Responsibility and Excellence. We believe each of us is here to help others succeed and this has led to PIMCO being recognized as an innovator, industry thought leader and trusted advisor to our clients.
Equities and Asset Allocation
PIMCO's asset allocation approach is global, macro-driven, and risk-based, delivering dynamic, diversified multi-asset strategies across equities, fixed income, commodities, and alternatives. The investment process blends top-down macro views with bottom-up risk budgeting and quantitative tools to construct portfolios focused on durability and downside protection while pursuing attractive risk-adjusted returns. The Asset Allocation team brings together economists, portfolio managers, researchers, and quantitative analysts across global platforms to translate insights into disciplined, repeatable investment processes and client solutions.
We are looking for an investment professional to join the Asset Allocation team in our Newport Beach office and help scale our multi-asset investment processes.
Key Responsibilities
Macro Equity Tracking & Analysis
  • Monitor and report on global equity and cross-asset market trends.
  • Participate in systematic and discretionary idea generation.

Portfolio Management & Implementation
  • Support ongoing equity and asset allocation fund management process.
  • Develop and test proposals for new potential mandates and funds.
  • Collaborate with Risk and Analytics teams on portfolio tracking metrics.
  • Liaise with Portfolio Implementation and Trading for execution readiness.

Automation & Tooling
  • Develop scripts and utilities to automate reporting and monitoring.
  • Collaborate with Tech and Analytics on integration with databases, automation platforms, AI tools, reporting tools, and other firm systems.

Cross-Desk & Client Communication
  • Prepare updates for PM team and other internal desks, client-facing presentations, and published content.
  • Participate in client presentations and pitches.

Requirements:
  • Degree in Finance, Economics, Statistics, Computer Science, or related field.
  • 2-7 years of buy or sell side experience with exposure to multi-asset or systematic strategies, with a preference for equities.
  • Strong Python programming (data analysis, automation), experience with data manipulation and visualization.
  • Comfort with SQL and large datasets. Strong Excel and VBA.
  • Exposure to AI coding tools. Solid grounding in statistics and econometrics.
  • Understanding of portfolio construction concepts (TE, volatility, correlation). Ability to interpret macroeconomic and earnings data.
  • Clear communication skills, including the ability to distill complex information for non-technical audiences through strong writing and presentation capabilities. High level of organization, attention to detail, and effective collaboration across diverse teams.

PIMCO follows a total compensation approach when rewarding employees which includes a base salary and a discretionary bonus. Base salary is the fixed component of compensation that is determined by core job responsibilities, relevant experience, internal level, and market factors. The discretionary bonus is used to award performance and therefore is determined by company, business, team, and individual performance.
Salary Range: $ 135,000.00 - $ 215,000.00
Equal Employment Opportunity and Affirmative Action Statement
PIMCO recruits and hires qualified candidates without regard to race, national origin, ancestry, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender (including gender identity and expression), age, military or veteran status, disability (physical or mental), any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other basis such as medical condition, or marital status under applicable laws.
Applicants with Disabilities
PIMCO is an Equal Employment Opportunity/Affirmative Action employer. We provide reasonable accommodation for qualified individuals with disabilities, including veterans, in job application procedures. If you have any difficulty using our online system due to a disability and you would like to request an accommodation, you may contact us at 949-720-7744 and leave a message. This is a dedicated line designed exclusively to assist job seekers with disabilities to apply online. Only messages left for this purpose will be considered. A response to your request may take up to two business days.

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