Director, Multi-Asset Portfolio Management

Stamos Capital Partners, L.P.; Menlo Park (CA); On-site; USD 130,000 - 200,000; Full time

Job summary

Stamos Capital Partners, L.P. in Menlo Park, California, seeks a Director or Manager, Portfolio Management to run day-to-day portfolios for PCG families, coordinating across public and private markets globally and serving as their primary investment contact.

You will collaborate with Wealth Managers and research teams to implement multi-asset allocations, policy statements, and risk controls while leading reviews and communicating views to investment committees.

Qualifications

• 7+ years of multi-asset portfolio management or investment strategy experience.
• CFA charter or Level III candidate with completion expected within 12-24 months.
• Direct experience with hedge funds, private equity, and real assets.

Responsibilities

• Own asset allocation, implementation and rebalancing for a book of family portfolios across asset classes.
• Draft and maintain each family's investment policy statement.
• Size commitments and model capital calls for private-market programs.
• Present investment strategies and performance to families.
• Help develop macroeconomic outlook and shape model portfolios.
• Develop tax-sensitive investment strategies and manage risk for concentrated positions.
• Oversee trading, reporting accuracy, and compliance.
• Support new-client presentations and portfolio proposals.

Skills

Multi-asset portfolio management

Investment strategy

Quantitative analysis

Investor presentations

Liquidity management

Portfolio construction

Education

Bachelor's degree in economics/finance

CFA charter or Level III candidate

MBA (preferred)

Tools

Addepar

Orion

Bloomberg

Burgiss

Job description

Stamos Capital Partners, L.P. in Menlo Park, California, seeks a Director or Manager, Portfolio Management to run day-to-day portfolios for PCG families, coordinating across public and private markets globally and serving as their primary investment contact.

You will collaborate with Wealth Managers and research teams to implement multi-asset allocations, policy statements, and risk controls while leading reviews and communicating views to investment committees.