Director of Portfolio Construction and Risk Management
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Job Description
Director of Portfolio Construction & Risk Management at Wealth Enhancement overseeing portfolio frameworks and analytics. Enhancing investment processes and collaborating across teams for optimal outcomes.
Responsibilities:
- Enhance and formalize portfolio construction frameworks across model portfolios
- Develop and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations
- Implement systematic risk budgeting and volatility management processes
- Design and maintain stress testing and scenario analysis frameworks across asset classes
- Support macro-informed positioning analysis in partnership with Portfolio Management
- Monitor portfolio exposures including factor risk, duration, credit, and correlation structure
- Oversee development of standardized risk dashboards for internal stakeholders
- Develop reporting frameworks for drawdown analysis, scenario testing, and attribution
- Ensure portfolio risks remain aligned with stated objectives and investment policy guidelines
- Provide actionable risk insights to senior leadership and the Investment Committee
- Maintain and refresh capital market assumptions used in strategic allocation decisions
- Support strategic and tactical asset allocation modeling
- Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective
- Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration
- Evaluate and enhance portfolio analytics systems (FactSet, Bloomberg, optimization tools, etc.)
- Improve data governance and automation related to portfolio analysis and reporting
- Support advisor-facing portfolio analytics and diagnostic tools
- Identify process efficiencies to reduce manual portfolio oversight workflows
- Lead portfolio-related special initiatives driven by market developments, platform growth, or strategic expansion
- Support model evolution and new solution development initiatives
- Contribute to white papers, investment commentary, and advisor education materials as needed
- Collaborate closely with the Head of Portfolio Management to support implementation excellence
- Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency
- Develop and mentor junior team members within portfolio analytics and risk functions
- Establish documentation standards and quality control processes
Requirements:
- PhD preferred, Masters Degree in Quantitative Finance, Mathematics, Statistics, or related field required
- 10+ years of experience (5+ with PhD) in multi-asset portfolio construction, asset allocation, or risk management
- Strong quantitative and analytical skill set
- Experience with portfolio optimization, risk systems, and multi-asset modeling
- Proficiency in Excel; familiarity with FactSet, Bloomberg, and portfolio analytics tools required
- Programming experience (Python, R, MATLAB, SQL) preferred
- Strong understanding of traditional and alternative asset classes
- Excellent written and verbal communication skills
- High ethical standards and professional integrity
- Ability to work collaboratively across investment teams.
Benefits:
- Medical, dental and vision coverage (Available to full-time employees and their families)
- Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
- Life and AD&D insurance – employer paid and voluntary options
- Short-term and long-term disability, workers compensation – employer paid
- 401k with match and profit sharing
- Wellness programs and resources
- Voluntary benefits, including pet insurance
- 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
- 12 paid holidays each year (10 pre-determined and 2 floating days)
- Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
- Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
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