Wealth Portfolio Architect & Investment Committee Lead

CFA Institute; Boston (MA); Hybride; USD 180 000 - 240 000; Plein temps

Résumé du poste

CFA Institute in Boston is seeking an experienced Portfolio Manager to lead the investment process at a growing independent wealth management firm. The role combines portfolio strategy, manager research, and investment committee leadership with direct client and prospect responsibilities.

You will own model portfolios, asset allocation, and manager research, chair the investment committee, and work with clients on investments, equity compensation, and estate planning considerations.

Qualifications

• 8+ years of portfolio management or investment research experience.
• Experience building model portfolios and leading manager due diligence.
• Strong working knowledge of tax-aware investing and equity compensation.
• Confidence presenting to clients and to an investment committee.
• CFA charterholder preferred; CFP or CPA a plus.
• Experience with alternatives, including private credit and private equity, is a plus.

Responsabilités

• Build, maintain, and improve the firm's model portfolios across risk levels.
• Set strategic asset allocation and direct tactical tilts based on research and market conditions.
• Research, select, and monitor managers and funds, including fees, performance, and active-versus-passive decisions.
• Incorporate tax considerations into every recommendation, including asset location, gain management, loss harvesting, and transition planning.
• Chair the investment committee: set agendas, present recommendations, and lead discussion.
• Engage with clients and prospects: reviewing investments and explaining portfolio decisions clearly.

Connaissances

Portfolio management

Investment research

Manager due diligence

Tax-aware investing

Equity compensation

Client communication

Investment committee leadership

Formation

CFA charterholder

CFP or CPA a plus

Description du poste

CFA Institute in Boston is seeking an experienced Portfolio Manager to lead the investment process at a growing independent wealth management firm. The role combines portfolio strategy, manager research, and investment committee leadership with direct client and prospect responsibilities.

You will own model portfolios, asset allocation, and manager research, chair the investment committee, and work with clients on investments, equity compensation, and estate planning considerations.