Senior Portfolio Manager - Family Office

Matter, LLC; Denver (CO); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Medical plan

Dental plan

HSA/FSA

401(k) match

Paid holidays

Career growth

Job summary

Matter Family Office in Denver seeks a seasoned Portfolio Manager to own client portfolios and engage with families on sophisticated investment needs. You will drive Matter's integrated Investment Management, WP&C, and FL&C offerings to deliver tailored solutions.

You will mentor junior analysts, respond to complex client requests, and contribute to team initiatives while integrating cross-functional capabilities. This role emphasizes independence and thoughtful client service.

Qualifications

• 4+ years of experience in portfolio management.
• Bachelor's degree in business, finance, economics, or a quantitatively rigorous field.
• 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

Excel

AI tools

Trading systems

Brokerage platforms

Education

Bachelor's degree in business/finance/economics

Tools

Schwab

Fidelity

Tamarac

Addepar

Job description

Matter Family Office in Denver seeks a seasoned Portfolio Manager to own client portfolios and engage with families on sophisticated investment needs. You will drive Matter's integrated Investment Management, WP&C, and FL&C offerings to deliver tailored solutions.

You will mentor junior analysts, respond to complex client requests, and contribute to team initiatives while integrating cross-functional capabilities. This role emphasizes independence and thoughtful client service.