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Asset Allocation Strategist Jobs (NOW HIRING)

Wellington Management

Insurance Strategist

Boston, MA

$132K - $170K/yr

Responsibilities Strategic Asset Allocation & technical execution: * Lead and execute insurance-specific SAA work, including asset-liability considerations, regulatory constraints, capital efficiency ...

Wellington Management

Insurance Strategist

Boston, MA

$132K - $170K/yr

Responsibilities Strategic Asset Allocation & technical execution: * Lead and execute insurance-specific SAA work, including asset-liability considerations, regulatory constraints, capital efficiency ...

Wellington Management Company

Insurance Strategist

Boston, MA · On-site

$132K - $170K/yr

Responsibilities Strategic Asset Allocation & technical execution: * Lead and execute insurance-specific SAA work, including asset-liability considerations, regulatory constraints, capital efficiency ...

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$45K

$139.9K

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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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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.
Manager, Fund Asset Allocation and Analysis

Manager, Fund Asset Allocation and Analysis

Point72

Stamford, CT

$73K - $100K/yr

Other

Retirement

Posted 15 days ago

Job description

A Career with Point72's Finance Team

The Finance team provides a broad range of timely, accurate, relevant, and objective financial information, advice, and services to its business partners, with commitment to the highest professional and ethical standards. Our team offers a dynamic and collaborative environment where our colleagues can learn at a fast pace and are rewarded with advanced opportunities both within Finance and across the firm.

What you'll do

  • Own the monthly capital planning and asset allocation models across the firm's multistrategy hedge fund complex.
  • Ensure integrity of income allocations, management and incentive fee calculations, and investor capital balances; proactively identify and resolve discrepancies before they reach downstream stakeholders.
  • Develop financial models to support strategic initiatives, new fund launches, and fund performance analysis. Partner crossfunctionally with Tax, Treasury, Finance, and Operations to assess structural changes and their downstream impact on fund economics, leading crossdepartmental initiatives as needed.
  • Maintain intimate knowledge of the end-to-end monthly close process, including information flows, booking methodologies, and interdependencies across Fund Accounting, Valuations, Treasury, and Operations. Step in to execute close tasks as needed and proactively identify and escalate issues arising from any stage of the close cycle.
  • Synthesize and interpret data from multiple sources to produce consolidated views of fund economics and strategy and investorlevel returns, delivering clear, wellcontextualized reporting to stakeholders.
  • Contribute to regulatory reporting requirements, including investorlevel disclosures and filings under FATCA/CRS, Form PF, CPOPQR, and other applicable obligations.
  • Establish and maintain a robust control environment across income allocation, fee calculations, capital activity, and wire processing in alignment with SSAE 18 standards; serve as a key point of contact for external auditors.
  • Proactively identify risks, inconsistencies, and inefficiencies-applying critical thinking to surface issues and design scalable solutions. Lead cross-departmental projects as needed.

What's required

  • 10+ years of experience in hedge fund accounting, fund administration, or fund finance with deep exposure to multi-strategy, multi-series, and multi-class fund structures
  • Bachelor's degree in accounting, finance, or business
  • Expert-level knowledge of fund accounting principles, including partnership allocations, waterfall calculations, equalization methods, and fee crystallization mechanics
  • Strong understanding of the month-end close process and related procedures for investment funds
  • General understanding of FATCA and CRS compliance requirements
  • Advanced Excel skills and demonstrated experience building financial models
  • Proficiency with data tools such as SQL and Python for data extraction, reconciliation, and automation
  • Demonstrated experience managing or mentoring team members
  • Strong critical thinking, intellectual curiosity, and clear verbal and written communication skills with the ability to present financial data to executive stakeholders
  • Commitment to the highest ethical standards

We take care of our people

We invest in our people, their careers, their health, and their well-being. When you work here, we provide:

  • Fully-paid health care benefits
  • Generous parental and family leave policies
  • Volunteer opportunities
  • Support for employee-led affinity groups representing women, people of color and the LGBT+ community
  • Mental and physical wellness programs
  • Tuition assistance
  • A 401(k) savings program with an employer match and more

About Point72

Point72 is a leading global alternative investment firm led by Steven A. Cohen. Building on more than 30 years of investing experience, Point72 seeks to deliver superior returns for its investors through fundamental and systematic investing strategies across asset classes and geographies. We aim to attract and retain the industry's brightest talent by cultivating an investor-led culture and committing to our people's long-term growth. For more information, visit https://point72.com/.

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