Portfolio Specialist, CIO Lab (VP/ED)

About the role

CIO Lab implements the CIO Team's portfolio and investment strategy, building a central portfolio platform that turns CIO strategy into client portfolios across all wealth segments. The Portfolio Specialist acts as the analytical execution engine, delivering institutional-grade portfolio diagnostics, asset allocation insights and client-ready portfolio solutions. The role spans scaled implementations (Model Portfolios and CIO Insights) and bespoke engagements (Analytics and Mandates).

Key responsibilities

• Deliver CIO Lab Analytics: whole-portfolio diagnostics, risk analysis and scenario testing, portfolio structuring and asset allocation design, and client-ready analysis for portfolio repositioning.
• Develop and enhance analytical frameworks such as stress testing, portfolio diagnostics and optimisation approaches.
• Support complex UHNW and Family Office cases, including portfolio analysis and redesign, and identify portfolio-driven opportunities for asset gathering and mandate origination.
• Support customised advisory mandates: monitor portfolio positioning and risk exposures, contribute to reviews, rebalancing and optimisation, and help convert analytics engagements into mandate relationships.
• Participate in client discussions and present portfolio insights and recommendations.
• Support Model Portfolios and CIO Insights, including gap-to-model analysis and translating CIO views and market developments into portfolio actions.
• Integrate CIO Lab outputs across Models, Insights, Analytics and Mandates, and improve tools, data and workflows.

Required profile

• Minimum 10 years of experience in portfolio management, construction, asset allocation, risk management and portfolio analytics.
• Solid experience with multi-asset portfolios or mandate-based solutions for UHNW, Family Office or institutional clients.
• Bachelor's degree in Finance, Economics or a related field; an MBA, CFA or equivalent is preferred.

Required skills

• Proven ability to deliver client-facing portfolio insights and recommendations.
• Experience with portfolio analytics platforms (e.g. Aladdin or equivalent) is preferred.