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Director of Investment Portfolio Management
JCWFairfield County, CT, United States28 days ago
Job type
- Full-time
Job descriptionCFA charterholder Minimum 10 years of experience in portfolio management or investment advisory within private wealth or private banking Strong understanding of multi-asset class portfolio construction Demonstrated experience managing teams and delivering investment solutions to HNW and UHNW clients Experience navigating complex client needs and regulatory environments
Our client, a leading private bank, is seeking a Director of Portfolio Management to lead the portfolio management and investment function within their Private Wealth Group. This role is responsible for overseeing portfolio construction and investment advisory for high-net-worth and ultra-high-net-worth clients.
Key Responsibilities :
- Lead the portfolio management strategy across the private wealth platform
- Develop and implement investment policy, asset allocation, and portfolio construction frameworks
- Oversee the delivery of investment advice to relationship teams and clients
- Partner with internal stakeholders to enhance investment offering and advisory processes
- Manage team of portfolio managers and investment professionals
- Ensure portfolios align with client objectives, risk tolerance, and regulatory requirements
- Maintain oversight of performance monitoring, reporting, and portfolio rebalancing
Requirements :
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Director Portfolio Management • Fairfield County, CT, United States