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Asset Allocation Strategist Jobs (NOW HIRING)

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Private Wealth Portfolio Manager

Westwood, MA · On-site +1

$98K - $124K/yr

Rebalance accounts according to the client's investment policy statement, with guidance of the asset allocation strategy team. * Work directly with Investment Managers and Bankers to invest client ...

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Asset Allocation Strategist information

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$45K

$139.9K

$177.5K

How much do asset allocation strategist jobs pay per year?

As of Jul 1, 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 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.

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.
More about Asset Allocation Strategist jobs
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 2% As Needed, 23% Full Time, 71% Part Time, 2% Temporary, and 2% Nights. Highlights an 92% Physical, 4% Hybrid, and 4% Remote job distribution, with an average salary of $139,867 per year, or $67.2 per hour.
Wealth Strategy Associate

Wealth Strategy Associate

UBS - Experienced professionals - job boards

Johnson City, TN • On-site

Other

Posted 19 days ago

UBS rating

8.8

Company rating: 8.8 out of 10

Based on 42 frontline employees who took The Breakroom Quiz

15th of 144 rated banks

Job description

Are you skilled at developing wealth management strategies. Does financial data excite you?
We're looking for a Wealth Strategy Associate to:
assist financial advisors in client conversations, providing analytic information and aiming to understand the client's goals
develop customized asset allocation strategies and investment solutions for clients
provide support for client relationship building and business development activities
perform business analytics as needed to support financial advisors in the growth of the business
analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change

What UBS employees say

Pay

Benefits

Hours and flexibility

Workplace

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About UBS

Sourced by ZipRecruiter

We want to create superior value for our clients, shareholders and employees. And we want to stand out as a winner in our industry for our expertise, advice and execution, our contribution to society, our work environment and our business success.

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Zürich, ZH, CH

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