Director of Portfolio Management

Job Description

Are you a seasoned evidence-based (passive) portfolio manager who’s built a practice but prefers to thrive as part of a collaborative team? We’ve built a robust group of wealth planners and are seeking a Director of Portfolio Management to complement our team. If you're passionate about delivering exceptional client outcomes, this is the role for you.

Key Responsibilities:

• Investment Planning Support:
• Collaborate with the team to analyze prospect and client portfolios.
• Create customized investment plans and recommend strategies for risk management.
• Organize and prepare responses to client inquiries and support during meetings.

Portfolio Management:

• Monitor and manage investment portfolios, ensuring alignment with target exposures and investment activities.
• Ensure compliance with regulatory requirements and internal policies.
• Provide timely updates and contribute to team discussions for continuous improvement.

Team Collaboration:

• Communicate complex financial concepts effectively to team members and clients.
• Utilize Slack for asynchronous team communication.
• Foster strong internal and external partnerships to drive success.

Qualifications:

• Education & Credentials:
• Bachelor’s degree in Finance, Business, or a related field (preferred).
• CFA or other investment-related credentials are a plus.

Technical Skills:

• Proficient with industry-specific software and service providers such as Schwab, Fidelity, Black Diamond, Right Capital, Wealth.com, and Holistiplan.
• Proficient with HubSpot, Notion, Slack, Sheets, Google Apps Scripts a plus
• Strong systems-oriented abilities with attention to detail.

Core Competencies:

• Excellent analytical and problem-solving skills.
• Outstanding communication skills to articulate complex ideas clearly.
• Proven ability to work collaboratively within a team setting.

• Assets under management:
• Director level team members will be required to have existing transferable clients in excess of $20 million (we may consider candidates with less).

Job Type: Full-time

Pay: $150,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• Health insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Experience:

• Microsoft Powerpoint: 1 year (Preferred)

Ability to Commute:

• Lake Oswego, OR 97035 (Required)

Ability to Relocate:

• Lake Oswego, OR 97035: Relocate before starting work (Required)

Work Location: In person

Salary : $150,000 - $200,000