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Asset Allocation Jobs in Washington (NOW HIRING)

Curi Capital

Wealth Advisor

Washington, DC

Asset allocation and investments * Estate and tax planning * Insurance analysis and review * Charitable Strategy * Responsible for growing business through business development and referral ...

Range

Investment Analyst

Mclean, VA · On-site

You'll work directly with senior investment leadership to translate macro views and strategic asset allocation decisions into thoughtful research, execution, and ongoing analysis. You will play a ...

Peraton

Vice President, Corporate Treasurer

Reston, VA

$190K - $304K/yr

The VP will play a critical role in shaping asset allocation strategy and ensuring fiduciary excellence. Key Responsibilities Capital Structure & Capital Markets * Manage and optimize a highly ...

Peraton

Vice President, Corporate Treasurer

Reston, VA · On-site

$190K - $304K/yr

The VP will play a critical role in shaping asset allocation strategy and ensuring fiduciary excellence. Key Responsibilities Capital Structure & Capital Markets * Manage and optimize a highly ...

Peraton

Vice President, Corporate Treasurer

Reston, VA

$190K - $304K/yr

The VP will play a critical role in shaping asset allocation strategy and ensuring fiduciary excellence. Key Responsibilities Capital Structure & Capital Markets * Manage and optimize a highly ...

Curi Capital

Wealth Advisor

Washington, DC · On-site

$120K - $200K/yr

Asset allocation and investments * Estate and tax planning * Insurance analysis and review * Charitable Strategy * Responsible for growing business through business development and referral ...

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Asset Allocation information

See Washington salary details

$25.2K

$106K

$214.2K

How much do asset allocation jobs pay per year?

As of Jul 17, 2026, the average yearly pay for asset allocation in Washington is $106,046.00, according to ZipRecruiter salary data. Most workers in this role earn between $55,830.00 and $134,744.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Asset Allocation position, and why are they important?

To succeed in Asset Allocation, a solid understanding of investment principles, portfolio theory, risk management, and financial markets is required, usually supported by a degree in finance, economics, or a related field. Expertise with analytical tools such as Bloomberg Terminal, Morningstar Direct, and advanced Excel, as well as certifications like CFA, are highly valued. Strong analytical thinking, attention to detail, communication, and teamwork skills help professionals excel in collaborating with colleagues and clients. These abilities are crucial for making informed investment decisions, managing risk, and achieving optimal returns for portfolios.

What does an Asset Allocation job entail?

An Asset Allocation job involves managing investment portfolios by strategically distributing assets across various categories like stocks, bonds, and cash to optimize returns while managing risk. Professionals in this role analyze market trends, assess risk tolerance, and adjust allocations to meet financial goals. They often work for investment firms, wealth management companies, or financial institutions, ensuring portfolios remain balanced and aligned with clients' objectives.

What are the typical daily responsibilities of someone working in Asset Allocation?

In an Asset Allocation role, your daily tasks often include analyzing market trends, reviewing economic data, and rebalancing client or institutional portfolios to ensure optimal asset mix based on risk and return objectives. You will frequently collaborate with research analysts, investment managers, and client advisors to develop and implement investment strategies. Preparing detailed reports and presenting recommendations to stakeholders are also regular parts of the job. This role offers a dynamic environment where strong analytical and communication skills are continuously exercised and developed.

What are popular job titles related to Asset Allocation jobs in Washington? For Asset Allocation jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Asset Allocation jobs in Washington look for? The top searched job categories for Asset Allocation jobs in Washington are:
Asset Allocation jobs near you
Infographic showing various Asset Allocation job openings in Washington as of July 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $106,046 per year, or $51 per hour.

Asset & Inventory Coordinator

JFL Consulting LLC

Springfield, VA • On-site

$25 - $28/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

Description

About JFL Consulting

With more than 20 years of securing some of the U.S. Department of Defense and the Intelligence Community's most critical networks, JFL Consulting, LLC provides advanced network security solutions to a range of US Government and US commercial clients.


Our cybersecurity operators are experts at assessing and defending mission-critical data and the networks that facilitate their operation. We are focused on delivering advanced products and industry best practices that meet each customer's unique requirements. Visit www.jflconsulting.com


 What we offer:

  • 100% employer-paid medical, dental, and vision premiums for employees and dependents
  • Flexible Spending Accounts (healthcare, dependent care, and commuter)
  • Life insurance, short-term disability and long-term disability
  • 401(k) with immediate vesting of company contribution
  • Generous PTO policy (15 vacation, 5 sick, 2 personal days, 11 holidays)

We are seeking an organized and detail-oriented Asset & Inventory Coordinator to oversee the management of company inventory and assets throughout their lifecycle. This role is responsible for creating, maintaining, and ensuring the accuracy of inventory databases for both internal and external assets while supporting asset tracking, compliance, reporting, and lifecycle management activities.


The successful candidate will possess strong analytical and organizational skills and have experience managing assets from procurement through deployment, maintenance, and disposition.


 Key Responsibilities:

  • Manage inventory and asset records for internal and external company assets.
  • Maintain and continuously improve inventory databases and asset tracking systems.
  • Ensure inventory accuracy through regular audits, reconciliations, and reporting.
  • Track and manage asset lifecycles from procurement through deployment, maintenance, and disposition.
  • Maintain accurate documentation related to hardware, software, licenses, and asset ownership.
  • Investigate and resolve inventory discrepancies and data inconsistencies.
  • Generate inventory and asset management reports for leadership and operational teams.
  • Coordinate with internal stakeholders to support asset allocation, transfers, and recoveries.
  • Document inventory management procedures and best practices.
  • Support compliance, audit, and governance requirements related to company assets.



Requirements

 Required Qualifications:

  • Experience maintaining inventory records and databases
  • Strong organizational and data entry skills
  • Proficiency with Microsoft Excel
  • Ability to manage inventory tracking and reporting
  • Ability to maintain a high degree of accuracy and attention to detail.
  • Strong communication and problem-solving skills.



Preferred Qualifications:

  • Exposure to asset lifecycle management
  • Experience with Salesforce or other CRM/ERP systems; Salesforce Certified Revenue Cloud Consultant certification.
  • Knowledge of software and hardware asset tracking

Apply