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Position Job Title:
Portfolio Management Analyst
Summary:
Delos Capital Advisors is seeking a Portfolio Management Analyst to support the Chief Investment Officer in the day-to-day management, execution, and risk oversight of Delos wealth management portfolios. This role is embedded within the Chief Investment Office and is designed for an investment professional who combines analytical rigor, sound investment judgment, and operational precision. The analyst will work closely with the CIO in implementing asset allocation strategy, supporting equity positioning, executing trades, and maintaining disciplined portfolio risk oversight. The position emphasizes equities, portfolio construction, and risk discipline, providing meaningful exposure to investment decision-making in a live-portfolio environment. Success is defined by translating macroeconomic views and quantitative analysis into consistent, well-executed portfolio outcomes with high standards of accuracy and accountability.
Key Responsibilities
Portfolio Management & Asset Allocation
Support the CIO in implementing and ongoing management of asset allocation methodology across client portfolios and model strategies.
Monitor portfolio positioning, allocation targets, drift, and rebalance requirements.
Assist in portfolio construction decisions through quantitative and analytical support.
Ensure consistent execution of investment strategy across accounts.
Develop and direct client-specific investment programs to achieve stated objectives.
Equity Strategy & Market Analysis
Support equity portfolio positioning through analysis of valuation, factor exposures, and market regimes.
Maintain awareness of equity market developments, earnings trends, and macroeconomic data.
Assist the CIO in evaluating how market conditions impact portfolio positioning and risk.
Risk Oversight, Due Diligence & Surveillance
Conduct ongoing portfolio and client account surveillance, including exposure, concentration, and guideline adherence.
Monitor portfolio risk across factors, correlations, and market regimes, focusing on drawdown management and capital preservation.
Identify and escalate portfolio risks, inconsistencies, or deviations from investment discipline.
Support risk reporting and documentation for internal review and governance purposes.
Trade Maintenance & Execution
Execute and maintain portfolio trades across client accounts and model portfolios.
Ensure accurate trade allocation, reconciliation, and post-trade review.
Coordinate with operations and custodial platforms to ensure clean and timely execution.
Macroeconomic & Quantitative Analysis
Apply macroeconomic insight to support portfolio positioning and allocation decisions.
Utilize quantitative methods to evaluate portfolio performance, risk, and scenario outcomes.
Prepare analytical materials for CIO review, investment discussions, and committee use.
Client & Advisor Support
Provide investment-related client service support, including portfolio analysis and performance explanations.
Assist in preparing investment commentary, portfolio reviews, and CIO communications.
Serve as an analytical resource for advisors on portfolio construction and strategy questions.
Represent the investment team with clients and internal partners to ensure clear communication.
Decision Proximity & Investment Judgment
Participate in CIO discussions related to portfolio positioning, risk considerations, and strategy implementation.
Prepare analysis that informs investment decisions and portfolio adjustments.
Demonstrate independent thinking and sound judgment, with the ability to challenge assumptions constructively.
Design and adjust investment strategies in coordination with the client service team to align with evolving goals.
Candidate Profile Experience & Background
3–6 years of experience in:
Portfolio management support
Investment analysis
Asset management, wealth management, or family office environments
Direct exposure to live portfolio management and execution.
Core Competencies
Strong understanding of asset allocation methodology and portfolio construction.
Solid grounding in macroeconomics and quantitative methods.
Working knowledge of equity markets, factors, and risk dynamics.
Exceptional attention to detail and comfort operating in a high-accountability environment.
Credentials
CFA designation or meaningful progress toward CFA strongly preferred.
Experience with portfolio management and reporting systems is a plus.
Professional Standards & Growth
This role is intended for a professional who aspires to grow within the investment leadership track. Over time, the position offers a path toward increased responsibility within portfolio management, including deeper involvement in strategy development and senior investment roles. Success requires intellectual curiosity, disciplined execution, and the ability to perform at a high level in a live-portfolio, decision-driven environment.
Note: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the organization’s needs.
Locations:
Dallas-Uptown
If any applicant cannot complete an application or respond to a job opening because of a disability, please email HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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Position Job Title:
Portfolio Management Analyst
Summary:
Delos Capital Advisors is seeking a Portfolio Management Analyst to support the Chief Investment Officer in the day-to-day management, execution, and risk oversight of Delos wealth management portfolios. This role is embedded within the Chief Investment Office and is designed for an investment professional who combines analytical rigor, sound investment judgment, and operational precision. The analyst will work closely with the CIO in implementing asset allocation strategy, supporting equity positioning, executing trades, and maintaining disciplined portfolio risk oversight. The position emphasizes equities, portfolio construction, and risk discipline, providing meaningful exposure to investment decision-making in a live-portfolio environment. Success is defined by translating macroeconomic views and quantitative analysis into consistent, well-executed portfolio outcomes with high standards of accuracy and accountability.
Key Responsibilities
Portfolio Management & Asset Allocation
Support the CIO in implementing and ongoing management of asset allocation methodology across client portfolios and model strategies.
Monitor portfolio positioning, allocation targets, drift, and rebalance requirements.
Assist in portfolio construction decisions through quantitative and analytical support.
Ensure consistent execution of investment strategy across accounts.
Develop and direct client-specific investment programs to achieve stated objectives.
Equity Strategy & Market Analysis
Support equity portfolio positioning through analysis of valuation, factor exposures, and market regimes.
Maintain awareness of equity market developments, earnings trends, and macroeconomic data.
Assist the CIO in evaluating how market conditions impact portfolio positioning and risk.
Risk Oversight, Due Diligence & Surveillance
Conduct ongoing portfolio and client account surveillance, including exposure, concentration, and guideline adherence.
Monitor portfolio risk across factors, correlations, and market regimes, focusing on drawdown management and capital preservation.
Identify and escalate portfolio risks, inconsistencies, or deviations from investment discipline.
Support risk reporting and documentation for internal review and governance purposes.
Trade Maintenance & Execution
Execute and maintain portfolio trades across client accounts and model portfolios.
Ensure accurate trade allocation, reconciliation, and post-trade review.
Coordinate with operations and custodial platforms to ensure clean and timely execution.
Macroeconomic & Quantitative Analysis
Apply macroeconomic insight to support portfolio positioning and allocation decisions.
Utilize quantitative methods to evaluate portfolio performance, risk, and scenario outcomes.
Prepare analytical materials for CIO review, investment discussions, and committee use.
Client & Advisor Support
Provide investment-related client service support, including portfolio analysis and performance explanations.
Assist in preparing investment commentary, portfolio reviews, and CIO communications.
Serve as an analytical resource for advisors on portfolio construction and strategy questions.
Represent the investment team with clients and internal partners to ensure clear communication.
Decision Proximity & Investment Judgment
Participate in CIO discussions related to portfolio positioning, risk considerations, and strategy implementation.
Prepare analysis that informs investment decisions and portfolio adjustments.
Demonstrate independent thinking and sound judgment, with the ability to challenge assumptions constructively.
Design and adjust investment strategies in coordination with the client service team to align with evolving goals.
Candidate Profile Experience & Background
3–6 years of experience in:
Portfolio management support
Investment analysis
Asset management, wealth management, or family office environments
Direct exposure to live portfolio management and execution.
Core Competencies
Strong understanding of asset allocation methodology and portfolio construction.
Solid grounding in macroeconomics and quantitative methods.
Working knowledge of equity markets, factors, and risk dynamics.
Exceptional attention to detail and comfort operating in a high-accountability environment.
Credentials
CFA designation or meaningful progress toward CFA strongly preferred.
Experience with portfolio management and reporting systems is a plus.
Professional Standards & Growth
This role is intended for a professional who aspires to grow within the investment leadership track. Over time, the position offers a path toward increased responsibility within portfolio management, including deeper involvement in strategy development and senior investment roles. Success requires intellectual curiosity, disciplined execution, and the ability to perform at a high level in a live-portfolio, decision-driven environment.
Note: This job description is not intended to be all-inclusive. Employee may perform other duties as assigned to meet the organization’s needs.
Locations:
Dallas-Uptown
If any applicant cannot complete an application or respond to a job opening because of a disability, please email HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.
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