Portfolio Manager - Family Office, Client-Centric Investing

Matter, LLC

Denver (CO)

On-site

USD 130,000 - 210,000

Full time

6 days ago

Be an early applicant

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

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.