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CIO Lab implements the CIO Team's portfolio and investment strategy, forming a central portfolio platform that translates CIO strategy into client portfolios across all wealth segments.

The Portfolio Specialist operates within CIO Lab as the analytical execution engine of the platform, delivering institutional-grade portfolio diagnostics, asset allocation insights and client-ready portfolio solutions.

The role supports the CIO Lab delivery continuum - from scaled implementation (Model Portfolios and CIO Insights) to bespoke engagements (Analytics and Mandates) - ensuring consistent application of CIO frameworks across client portfolios.

The Portfolio Specialist translates CIO views into actionable diagnostics, allocation recommendations and portfolio outcomes across advisory and mandates.

Responsibilities

CIO Lab, portfolio Analytics & front office support

• Deliver CIO Lab Analytics as the core execution capability, including:
  • Whole-portfolio diagnostics, risk analysis and scenario testing
  • Portfolio structuring and asset allocation design
  • Client-ready analysis for portfolio repositioning
• Translate analytical outputs into clear, actionable recommendations to support client engagement and portfolio decisions.
• Contribute to the development and enhancement of analytical frameworks, including:
  • Stress testing methodologies
  • Portfolio diagnostics
  • Optimisation approaches
• Support complex UHNW and Family Office cases, including portfolio analysis and redesign.
• Identify portfolio-driven opportunities to support client outcomes, asset gathering and mandate origination.

Advisory Mandates & Portfolio Management Support

• Support the management of customised advisory mandate, including monitoring portfolio positioning, risk exposures and alignment with CIO views
• Contribute to portfolio reviews, rebalancing and ongoing portfolio optimisation.
• Drive conversion of CIO Lab Analytics engagements into mandate relationships and revenue generation.
• Participate in client discussions where required, presenting portfolio insights and recommendations.

Model Portfolios & CIO Insights implementation

• Support the implementation of CIO-aligned Model Portfolios as the core reference for client portfolio construction and review, including gap-to-model analysis.
• Support the execution of CIO Insights by translating CIO views and market developments into portfolio-level actions across relevant client portfolios.
• Contribute to the refinement of model frameworks and portfolio implementation approaches, improving usability and effectiveness for the Front Office.

Platform integration & continuous improvement

• Support integration and consistency of CIO Lab outputs across Models, Insights, Analytics and Mandates under a single CIO framework.
• Contribute to enhancements in tools, data and workflows to improve scalability, consistency and Front Office usability.

Qualifications

• Minimum 10 years of experience in portfolio management, portfolio construction, asset allocation, risk management and portfolio analytics.
• Solid experience with multi-asset portfolios or mandate-based solutions for UHNW, Family Office or institutional client.
• Proven ability to deliver client-facing portfolio insights and recommendations
• Experience with portfolio analytics platforms (e.g. Aladdin or equivalent) is preferred
• A bachelor's degree in Finance, Economics, or a related field; advanced degrees such as an MBA, CFA designation or equivalent preferred.