Director of Portfolio Construction and Risk Management
Jobgether, Washington, District of Columbia, United States
Director Of Portfolio Construction And Risk Management
This senior leadership role sits at the intersection of portfolio engineering, risk oversight, and multi-asset investment strategy within a large-scale wealth management environment. The Director is responsible for strengthening and institutionalizing the firm's portfolio construction and risk framework across model portfolios and discretionary strategies. The role partners closely with senior investment leadership to support asset allocation decisions, tactical positioning, and macro-driven insights. It plays a key part in enhancing quantitative investment processes, including optimization, scenario analysis, and performance attribution. The position requires deep expertise in multi-asset investing, strong quantitative capabilities, and the ability to translate complex analytics into actionable investment guidance. Operating in a highly collaborative environment, the role contributes directly to scalable and disciplined investment outcomes across the platform. This is a fully remote opportunity with significant influence over firm-wide investment standards and decision-making. Accountabilities
Lead the design and enhancement of portfolio construction frameworks across model portfolios, ensuring robust integration of risk, return, liquidity, and tax considerations. Develop and maintain optimization models, risk budgeting methodologies, and systematic volatility management processes. Build and refine scenario analysis, stress testing, and macro-informed asset allocation frameworks in partnership with investment leadership. Oversee portfolio risk monitoring, including factor exposures, correlation structures, drawdown analysis, and attribution reporting. Maintain and update capital market assumptions and support both strategic and tactical asset allocation processes. Partner across equity, fixed income, and research teams to ensure consistent portfolio implementation and model alignment. Drive improvements in portfolio analytics infrastructure, reporting automation, and advisor-facing tools. Lead special projects tied to market developments, platform growth, and investment innovation initiatives. Requirements
Advanced degree required in Finance, Mathematics, Statistics, Economics, or a related quantitative field; PhD strongly preferred. 10+ years of experience in portfolio construction, asset allocation, or risk management, ideally in a multi-asset investment environment. Strong expertise in quantitative methods, portfolio optimization, and risk systems. Proficiency in tools such as Excel, FactSet, Bloomberg, and portfolio analytics platforms. Programming skills in Python, R, MATLAB, or SQL preferred. Deep understanding of asset classes including equities, fixed income, and alternatives. Strong communication skills with the ability to translate technical analysis into strategic insights. Demonstrated leadership, collaboration skills, and high professional integrity. Benefits
Competitive base salary range: $225,000 to $235,000 Eligibility for annual performance-based bonus Participation in company equity program Fully remote work arrangement Comprehensive medical, dental, and vision coverage Health Savings Account (HSA) with employer contributions 401(k) with company match and profit sharing Paid time off, including 18+ days annually plus paid holidays Paid parental and caregiver leave Wellness programs and employee assistance resources Tuition reimbursement and professional development support Life, disability, and voluntary insurance options Flexible spending accounts and additional voluntary benefits
This senior leadership role sits at the intersection of portfolio engineering, risk oversight, and multi-asset investment strategy within a large-scale wealth management environment. The Director is responsible for strengthening and institutionalizing the firm's portfolio construction and risk framework across model portfolios and discretionary strategies. The role partners closely with senior investment leadership to support asset allocation decisions, tactical positioning, and macro-driven insights. It plays a key part in enhancing quantitative investment processes, including optimization, scenario analysis, and performance attribution. The position requires deep expertise in multi-asset investing, strong quantitative capabilities, and the ability to translate complex analytics into actionable investment guidance. Operating in a highly collaborative environment, the role contributes directly to scalable and disciplined investment outcomes across the platform. This is a fully remote opportunity with significant influence over firm-wide investment standards and decision-making. Accountabilities
Lead the design and enhancement of portfolio construction frameworks across model portfolios, ensuring robust integration of risk, return, liquidity, and tax considerations. Develop and maintain optimization models, risk budgeting methodologies, and systematic volatility management processes. Build and refine scenario analysis, stress testing, and macro-informed asset allocation frameworks in partnership with investment leadership. Oversee portfolio risk monitoring, including factor exposures, correlation structures, drawdown analysis, and attribution reporting. Maintain and update capital market assumptions and support both strategic and tactical asset allocation processes. Partner across equity, fixed income, and research teams to ensure consistent portfolio implementation and model alignment. Drive improvements in portfolio analytics infrastructure, reporting automation, and advisor-facing tools. Lead special projects tied to market developments, platform growth, and investment innovation initiatives. Requirements
Advanced degree required in Finance, Mathematics, Statistics, Economics, or a related quantitative field; PhD strongly preferred. 10+ years of experience in portfolio construction, asset allocation, or risk management, ideally in a multi-asset investment environment. Strong expertise in quantitative methods, portfolio optimization, and risk systems. Proficiency in tools such as Excel, FactSet, Bloomberg, and portfolio analytics platforms. Programming skills in Python, R, MATLAB, or SQL preferred. Deep understanding of asset classes including equities, fixed income, and alternatives. Strong communication skills with the ability to translate technical analysis into strategic insights. Demonstrated leadership, collaboration skills, and high professional integrity. Benefits
Competitive base salary range: $225,000 to $235,000 Eligibility for annual performance-based bonus Participation in company equity program Fully remote work arrangement Comprehensive medical, dental, and vision coverage Health Savings Account (HSA) with employer contributions 401(k) with company match and profit sharing Paid time off, including 18+ days annually plus paid holidays Paid parental and caregiver leave Wellness programs and employee assistance resources Tuition reimbursement and professional development support Life, disability, and voluntary insurance options Flexible spending accounts and additional voluntary benefits