Portfolio construction and allocation
A skill of the kind “technical knowledge”, listed by 16 roles, 14 of them as critical.
Also described as
- asset allocation
- investment strategy
- portfolio analytics
- portfolio construction
- portfolio management
- stock selection
- rebalancing
Roles that need it
Where the weights come from
The weight is this skill's share of each role; the weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
Critical for
- Portfolio Manager AssistantYour role
- Fund Selection AnalystYour role
- Index & ETF AnalystYour role
- Investment Risk AnalystYour role
- Investment Product SpecialistYour role
- Portfolio AnalystYour role
- ESG Investment AnalystYour role
- Private Banking AnalystYour role
- Client Reporting AnalystYour role
- Family Office AnalystYour role
- Performance & Attribution AnalystYour role
- Equity Research AssociateYour role
- Paraplanner / Financial Planning AnalystYour role
- Sustainable Finance AnalystYour role
Supporting in
- Markets Sales AnalystYour role
- Equity Capital Markets AnalystYour role
Processes where it is used
- Portfolio and investment management