Portfolio Manager

Matter Family Office; Denver (CO); On-site; USD 130,000 - 210,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Disability insurance

Life insurance

401(k) with employer match

Paid holidays

Vacation & sick leave

Education support

Job summary

Matter Family Office in Denver seeks an experienced Portfolio Manager to own client portfolios and coordinate with families on sophisticated investment needs, integrating Investment Management, Wealth Planning & Coordination, and Family Learning & Communication across client teams.

You will mentor analysts, manage portfolio rebalancing, respond to complex requests, and communicate via email and presentations.

Qualifications

• Bachelor's degree in business, finance, economics, or a quantitatively rigorous field.
• 4+ years of experience in portfolio management.
• Advanced proficiency in Microsoft Excel and experience using AI tools (e.g., Claude, ChatGPT).
• Experience working with brokerage and trading/portfolio management systems (e.g., Schwab, Fidelity, Tamarac, Addepar).
• Advanced credentials (CFA, CFP, CPA, MBA, or similar) preferred.

Responsibilities

• Develop and maintain deep knowledge of Matter's investment models and external managers.
• Manage assigned portfolios for rebalancing opportunities, documenting and justifying exceptions to models.
• Respond to special requests from client teams and families, including cash raises, hedging strategies, specialized trading, and investment opportunities.
• Communicate effectively with client teams and families via email, presentations, and other formats.
• Serve as a mentor to analysts on the team.
• Manage projects as assigned by senior team members.

Skills

Portfolio management

Advanced Excel

AI tools

Analytical mindset

Education

Bachelor's degree in business/finance/economics or related field

Advanced credentials (CFA/CFP/CPA/MBA) preferred

Tools

Schwab

Fidelity

Tamarac

Addepar

Job description

Company Description

Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.

Job Description

Do you have a proven track record in portfolio management and a desire to do more meaningful, complex work? Matter is seeking an experienced Portfolio Manager to join our Portfolio Management team. You will take ownership of client portfolios, engage directly with families and client teams on sophisticated investment needs, and bring Matter's integrated approach, spanning Investment Management, Wealth Planning & Coordination (WP&C), and Family Learning & Communication (FL&C), to life for the families you serve. You will also play an important role in mentoring the next generation of talent on our team.

As a Portfolio Manager, you will bring your expertise to Matter's portfolio management team and develop a thorough understanding of what Matter does for each of its families. You will manage assigned portfolios with independence, respond to complex client requests, and contribute to team initiatives, all while integrating WP&C and FL&C across your work.

Responsibilities

• Develop and maintain deep knowledge of Matter's investment models and external managers
• Manage assigned portfolios for rebalancing opportunities, documenting and justifying exceptions to models
• Respond to special requests from client teams and families, including cash raises, hedging strategies, specialized trading, and investment opportunities
• Communicate effectively with client teams and families via email, presentations, and other formats
• Serve as a mentor to analysts on the team
• Manage projects as assigned by senior team members

Qualifications

• Bachelor's degree in business, finance, economics, or a quantitatively rigorous field
• 4+ years of experience in portfolio management
• Advanced proficiency in Microsoft Excel and experience using AI tools (e.g., Claude, ChatGPT)
• Experience working with brokerage and trading/portfolio management systems (e.g., Schwab, Fidelity, Tamarac, Addepar)
• Advanced credentials (CFA, CFP, CPA, MBA, or similar) preferred

Benefits

Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.

Equal Opportunity

Matter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.