Director Portfolio Management
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Job Description
Job Description
Director, Portfolio Management Chicago, IL (Hybrid, 3 days in office)
A fast-growing, fee-only fiduciary advisory firm is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it. Roughly $450M in assets is coming over to seed the strategy, with a clear runway to scale across the firm's $3B+ legacy client base.
This is a real stock-picker's seat. The work is long-term and value-oriented: quality businesses at reasonable prices, disciplined risk management, customized client outcomes. If you've spent your career building individual stock portfolios and want to do it at scale inside a growing wealth platform, this is the seat.
What you'll own
Portfolio Management & Construction
- Build and manage customized equity portfolios aligned to client objectives
- Develop strategic asset allocation frameworks tailored to HNW client needs
- Maintain a long-term investment philosophy emphasizing quality businesses and valuation discipline
- Evaluate buy, sell, and hold decisions based on fundamental analysis
- Incorporate risk management strategies, including hedging and options where appropriate
- Lead portfolio positioning through market cycles, including down markets and recoveries
Investment Research & Idea Generation
- Conduct in-depth fundamental research on individual securities
- Monitor earnings calls, company filings, and market-moving news
- Evaluate new information and adjust investment theses as needed
- Develop and present investment recommendations and model portfolios
- Maintain a high-conviction US Large Cap Equity buy list
Performance & Risk Oversight
- Track and evaluate portfolio performance relative to benchmarks
- Manage downside risk in volatile markets
- Lead portfolio rebalancing strategies in response to market conditions
- Ensure alignment with client risk tolerances and investment objectives
Client Engagement
- Serve as a client-facing investment expert
- Communicate portfolio positioning, market insights, and investment decisions clearly
- Support retention and growth of HNW client relationships
- Maintain responsiveness consistent with a high-touch service model
Strategic Contribution
- Introduce differentiated investment capabilities, including hedging and active management approaches
- Support legacy client portfolio strategies requiring customization
- Partner with senior leadership to evolve investment processes and scalability
What you bring
- CFA designation (required, no exceptions)
- 10+ years in portfolio management and fundamental equity investing
- Demonstrated experience building and managing individual stock portfolios
- Proven track record of performance across multiple market cycles
- Strong analytical, modeling, and communication skills
- Experience across multiple firms or investment environments preferred
Role details
- Location: Chicago (3 days in office required)
- Classification: Full-time, exempt, 40+ hours per week
Vacancy posted 17 days ago
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