Asset Allocation Specialist Overview
Required Education and Training To Become an Asset Allocation Specialist
Best Schools to become a Asset Allocation Specialist in U.S. 2024
CUNY Bernard M Baruch College
In-State Tuition:$6,930
Out-of-State Tuition:$14,880
Admission Rate:50%
Graduation Rate:74%
Total Enrollment:19,854
Ohio State University-Main Campus
In-State Tuition:$11,525
Out-of-State Tuition:$35,782
Admission Rate:53%
Graduation Rate:88%
Total Enrollment:60,540
Florida International University
In-State Tuition:$4,721
Out-of-State Tuition:$16,529
Admission Rate:64%
Graduation Rate:69%
Total Enrollment:55,609
Florida State University
In-State Tuition:$4,640
Out-of-State Tuition:$19,084
Admission Rate:25%
Graduation Rate:85%
Total Enrollment:44,161
University of Pennsylvania
In-State Tuition:$56,212
Out-of-State Tuition:$56,212
Admission Rate:7%
Graduation Rate:96%
Total Enrollment:28,201
The University of Alabama
In-State Tuition:$11,100
Out-of-State Tuition:$31,460
Admission Rate:80%
Graduation Rate:73%
Total Enrollment:38,644
Asset Allocation Specialist Job Description:
- Develop quantitative techniques to inform securities investing, equities investing, pricing, or valuation of financial instruments.
- Develop mathematical or statistical models for risk management, asset optimization, pricing, or relative value analysis.
Required Skills and Competencies To Become an Asset Allocation Specialist
Job Duties for Asset Allocation Specialists
Apply mathematical or statistical techniques to address practical issues in finance, such as derivative valuation, securities trading, risk management, or financial market regulation.
Interpret results of financial analysis procedures.
Research or develop analytical tools to address issues such as portfolio construction or optimization, performance measurement, attribution, profit and loss measurement, or pricing models.
Technologies and Skills Used by Asset Allocation Specialists
Analytical or scientific software
- IBM SPSS Statistics
- The MathWorks MATLAB
Object or component oriented development software
- C#
- Perl
Presentation software
- Microsoft PowerPoint
Basic Skills
- Thinking about the pros and cons of different ways to solve a problem
- Using math to solve problems
People and Technology Systems
- Figuring out how a system should work and how changes in the future will affect it
- Thinking about the pros and cons of different options and picking the best one
Problem Solving
- Noticing a problem and figuring out the best way to solve it