Director, Family-Office Multi-Asset Portfolios

CFA Institute; Menlo Park (CA); Vor Ort; USD 250.000 - 420.000; Vollzeit

Zusammenfassung

Stamos Capital Partners is seeking a Director, Portfolio Management to run day-to-day portfolio activities for a dedicated group of PCG families. You will act as the primary contact for investment decisions, delivering institutional-style portfolio management across asset classes on a global basis.

In this role, you will collaborate with Wealth Managers and research teams, lead policy development, oversee private-market programs, and ensure disciplined risk management and reporting to families.

Qualifikationen

• 7+ years in multi-asset portfolio management for families, endowments, or OCIO clients.
• CFA charter or Level III candidate with expected completion within 12–24 months.
• Direct experience with alternative investments including hedge funds, private equity, and real assets.

Aufgaben

• Own asset allocation, implementation and rebalancing for a book of family portfolios across asset classes.
• Draft and maintain each family's investment policy statement, reflecting goals and risk tolerance.
• Coordinate and oversee private-market programs, liquidity management and distributions.
• Lead investment reviews, presenting strategies and performance to families.

Kenntnisse

Multi-asset portfolio management

CFA charter or Level III candidate

Alternative investments

Quantitative skills

Investment presentation to investors

Ausbildung

Bachelor's degree in economics/finance

MBA or graduate degree preferred

CFP/CAIA designation considered

Tools

Addepar

Orion

Bloomberg

Burgiss

Jobbeschreibung

Stamos Capital Partners is seeking a Director, Portfolio Management to run day-to-day portfolio activities for a dedicated group of PCG families. You will act as the primary contact for investment decisions, delivering institutional-style portfolio management across asset classes on a global basis.

In this role, you will collaborate with Wealth Managers and research teams, lead policy development, oversee private-market programs, and ensure disciplined risk management and reporting to families.