Director of Portfolio Construction & Research leading investment research for UC Wealth. Supervising analysts, communicating insights, and handling manager searches in portfolio management.
Responsibilities
Lead UC Wealth’s investment research function.
Supervise investment research analysts, guide research, and communicate results.
Participate in meetings of Asset Management Council and report results of investment research activities.
Communicate results of investment research to Portfolio Managers and Wealth Management team.
Initiate manager searches, as needed.
Lead ongoing due diligence on managers, communicate results to Asset Management Council.
Lead research and testing on model portfolios and target asset allocations.
Communicate developments in markets and the economy both internally to UC Wealth, and externally to clients.
Requirements
Bachelor's degree in Finance or a related field, graduate degree preferred.
5 or more years’ experience in investment management.
Investment management, Portfolio Analysis
Communication of recommended portfolios and managers to field
Communication of market and economic conditions
CFA holder or CFA candidate
Benefits
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions
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