Director of Portfolio Management

The Director of Portfolio Management is responsible for developing investment policy recommendations using quantitative and qualitative research and analysis to develop asset allocation strategies for CWM clients. The Director of Portfolio Management is responsible for leading manager due diligence with respect to both public and private investments. Primary Responsibilities :

• Works with the CIO and the Investment Committee to develop and manage asset allocation models and themes including capital market assumptions and issues of overall portfolio construction.
• Develops and maintains a variety of quantitative models and databases.
• Creates a framework and process for developing and recommending investment portfolios using efficient frontier tools and methodology (i.e., analyzing overall investment return of various scenarios, interplay of various asset classes or securities, and comparative return of different markets).
• Utilizes the CIO’s strategy and outlook in order to develop policy recommendations for expression and implementation in client portfolios; prepares white papers and other commentary to explain these recommendations.
• Leads due diligence process for investment managers and investment vehicles, including new capabilities as well as ongoing monitoring of existing capabilities.
• Prepares presentations and materials for client meetings including asset allocation information, charts, statistics and other relevant data.
• Forms a partnership and strong working relationship with the firm’s investment team as well as the advisors within CWM.
• Represents investment team views and speaks to investment platform in client meetings.

Preferred Qualifications :

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