Investments Director: Portfolio Construction & DD

Ally-Financial; Charlotte (NC); Hybrid; USD 135,000 - 235,000; Full time

Benefits offered by this job

401K retirement savings

Tuition reimbursement

Life insurance

Disability coverage

Health insurance

Job summary

Ally Financial seeks a Director of Investments to lead portfolio construction and due diligence for Ally Invest Advisors, shaping asset allocation across Robo Portfolios and Personal Advice. You will guide research, security selection, and oversight while coordinating with product strategy and marketing to ensure compliant, client-focused portfolios.

The role blends strategic leadership with hands-on analysis, requiring extensive experience in asset management, strong quantitative skills, and

Qualifications

• 7+ years in asset management roles focusing on portfolio construction or manager research.
• Strong knowledge of economics and macro drivers of asset markets.
• Experience with back-testing, risk models, and optimization techniques is a plus.

Responsibilities

• Develop and maintain strategic and tactical asset allocation for AIA portfolios.
• Lead portfolio construction research to enhance model offerings and create new solutions.
• Oversee quarterly performance evaluation and present findings to Investment Committee.
• Collaborate with marketing, PR, and operations to communicate investment strategy.

Skills

Asset allocation

Portfolio construction

Investment due diligence

Excel

Python

Education

CFA designation preferred

High school Diploma or GED

Tools

Morningstar Direct

Orion

Envestnet

Job description

Ally Financial seeks a Director of Investments to lead portfolio construction and due diligence for Ally Invest Advisors, shaping asset allocation across Robo Portfolios and Personal Advice. You will guide research, security selection, and oversight while coordinating with product strategy and marketing to ensure compliant, client-focused portfolios.

The role blends strategic leadership with hands-on analysis, requiring extensive experience in asset management, strong quantitative skills, and