Associate Director, Portfolio Strategy

Dartmouth College has a Tobacco-Free Policy. Smoking and the use of tobacco-based products (including smokeless tobacco) are prohibited in all facilities, grounds, vehicles or other areas owned, operated or occupied by Dartmouth College with no exceptions. For details, please see our policy.
https://policies.dartmouth.edu/policy/tobacco-free-policy

Position Information

Posting date 10/26/2026

Open Until Filled Yes

Position Number

Position Number 1129736

Position Title

Hiring Range Minimum

Hiring Range Minimum Please inquire.

Hiring Range Maximum

Hiring Range Maximum Please inquire.

Union Type

Union Type Not a Union Position

SEIU Level

SEIU Level Not an SEIU Position

FLSA Status

FLSA Status Exempt

Employment Category

Employment Category Regular Full Time

Scheduled Months per Year

Scheduled Months per Year 12

Scheduled Hours per Week

Scheduled Hours per Week 40

Schedule

This position is located in our Boston office located on Boylston Street.
This role is primarily an in-person role with the felxiblity for a few remote days.
This position will require occasional trips up to main campus located in Hanover, NH.

Location of Position

Remote Work Eligibility? Hybrid

Is this a term position?

Is this a term position? No

If yes, length of term in months.

If yes, length of term in months. NA

Is this a grant funded position?

Is this a grant funded position? No

Position Purpose

Reporting directly to the CEO and CIO , this position leads asset allocation, cash flow planning, exposure, performance, and risk analysis across a global, multi-asset endowment portfolio. This role will use advanced analytical and AI tools to strengthen portfolio decision-making and reporting.

Description

This role offers an exciting opportunity in endowment management, working as part of a 21-person team that manages Dartmouth’s $9 billion endowment.
The Ideal Candidate for this roles includes;

• 5+ years experience in manager selection, portfolio strategy, asset allocation, and/or risk management in multi-asset class portfolios.
• Strong quantitative skills across performance, exposure, liquidity, and risk, with the judgment to turn data into strategic perspective.
• AI-conversant and automation-minded, with strong academic credentials; MBA , CFA , or CAIA a plus.

Required Qualifications
- Education and Yrs Exp

Required Qualifications
- Education and Yrs Exp Bachelors plus 6 or more years' experience or combination of education and experience

Required Qualifications
- Skills, Knowledge and Abilities

Skills & Knowledge

• Knowledge of multi-asset portfolios and of asset class and manager assessment methodologies.
• AI-conversant at a minimum, with an intellectually curious mindset and an orientation toward automation.
• Demonstrated skill integrating and synthesizing data from multiple sources and systems is required; more advanced AI, automation, and database experience is a plus.
• Strong quantitative and analytical skills, including experience with asset allocation, cash flow planning, investment performance and attribution analysis, exposure analysis, and risk management.
• High level of maturity, professionalism, and integrity. The experience, presence, and interpersonal skills necessary to effectively communicate, establish credibility, and engender trust with all organizational levels, including senior management and 3rd Party data / software partners.
• Track record of success in high-performing, collaborative Investment teams.
• Deep understanding of the quantitative methods and analytical capabilities required for the development of asset allocation, portfolio strategy, performance and attribution analysis, and investment policies.
• Ability and willingness to juggle multiple tasks, respond to changing priorities, and contribute to…