Investment Allocation Specialist

• →Monitor portfolio holdings, market developments, and client activity across portfolios to generate actionable investment insights and recommendations.
• →Identify investment opportunities and provide data-driven insights to support commercial teams and client engagement efforts.
• →Partner with strategists, product specialists, and other internal partners to develop, evaluate, and implement investment ideas and allocation strategies.
• →Develop scalable analytics and tools that translate the firm's investment views into personalized portfolio recommendations.
• →Lead initiatives to enhance and automate the investment recommendation process using data analytics, quantitative methods, and artificial intelligence.
• →Build dashboards, reporting solutions, and analytical frameworks that enhance portfolio oversight, investment decision-making, and client engagement at scale.
• →Serve as a liaison between investment teams and commercial stakeholders, translating investment views into actionable insights, tools, and client solutions.
• →Prepare investment presentations, reports, and analytical materials for commercial teams, investment committees, clients, and other stakeholders.
• →Participate in key investment governance forums, including Strategy, Model Portfolio, and Product Committees.
• →Ensure compliance with applicable regulatory requirements and internal policies and procedures. 

• Bachelor’s degree in Finance, Economics, Mathematics, or related field (Master’s or CFA preferred).
• 3–5+ years of experience in investment management, asset allocation, or portfolio analysis.
• Solid knowledge of portfolio construction, financial markets, risk modeling, and performance attribution.
• Strong Python and SQL programming skills; VBA and advanced Excel proficiency.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a fast-paced environment.

• Proficiency with Bloomberg, Morningstar, and portfolio management systems.
• Progress toward CFA designation (Level I, II, or Candidate Status).
• Understanding of alternative investments and multi-asset strategies.
• Fluency in Portuguese and/or Spanish.

Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau’s related policies and procedures.