Consultant Portfolio Strategy

Management
Abu Dhabi
January 6, 2026
$6000 - $8100 / month
Full Time

Job Description

Work with the Strategy team to enhance strategy systems and data processes, improve portfolio monitoring through dashboards, and integrate AI and automation into daily workflows. The two consultants will share responsibilities across these areas while collaborating closely to ensure alignment and effective delivery.

Key Responsibilities

  • Assist in ensuring allocations are accurately reported and flowing correctly across systems.
  • Review, update, and expand pipeline and allocation dashboards; develop additional smart dashboards for executives and investment teams, including Group views and strategy monitoring.
  • Support integration of new systems (e.g., DealCloud to Efront, Aladin, MSCI) and enhancements to existing platforms.
  • Identify and prioritize AI and automation opportunities across strategy workflows, including portfolio construction, pipeline, allocation, and monitoring processes.
  • Optimize, automate, and document quantitative frameworks for portfolio construction and performance analytics to improve consistency, efficiency, and scalability.
  • Build and deploy AI agents to support investment research, strategy execution, and generate actionable insights.
  • Design, build, and maintain analytical models and code libraries (primarily in Python) to support investment research, portfolio management, and strategic analysis.
  • Develop and maintain back-testing and simulation frameworks to evaluate strategies, risk exposures, and investment scenarios under different market conditions.
  • Collaborate with data vendors and internal stakeholders to source, structure, and manage alternative or proprietary datasets.

Skill & Experience

  • 5–10 years of experience in business or portfolio analytics, AI adoption, and system integration, supporting investment managers, asset management institutions, or in top-tier consulting/technology roles.
  • Strong understanding of private markets and the investment lifecycle across public and private asset classes.
  • Experience with investment systems (e.g., eFront, BlackRock Aladdin) and data providers for private/public markets (e.g., Preqin, Bloomberg, S&P).
  • Solid knowledge of financial modeling concepts, including valuation, IRR, performance attribution, risk models, and illiquid asset data structures.
  • Proficiency in Python, including data manipulation, statistical modeling, and visualization libraries (pandas, NumPy, scikit-learn, Plotly, Dash).
  • Expertise in BI tools such as Power BI and Tableau.
  • Experience building or maintaining quantitative tools, APIs, or system integrations across financial platforms.
  • Knowledge of SQL databases and ETL/data integration frameworks.
  • Proven ability to manage complex data projects, document processes, and communicate technical insights to non-technical stakeholders.
  • Experience working in or with sovereign wealth funds, asset managers, or institutional investors.
  • Knowledge of portfolio theory, asset allocation, and private equity.
  • Ability to work cross-functionally with strategy, investment, and technology teams.
  • Passion for innovation and continuous improvement in investment processes.
  • Familiarity with AI/ML applications in finance, including NLP, model optimization, and predictive analytics.
  • Experience with cloud-based data infrastructures (Azure, AWS) and data governance principles.
  • Understanding of private market data modeling and system interoperability across multiple investment platforms.
  • Strong analytical thinking, attention to detail, and collaborative skills in cross-functional environments.

Location

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