Director of Portfolio Construction & Research

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Director of Portfolio Construction & Research in United States.

This is an exciting leadership opportunity for an experienced investment professional passionate about portfolio strategy, market research, and wealth management innovation. In this role, you will lead the investment research function responsible for shaping and optimizing discretionary portfolio management strategies across multiple client profiles and risk tolerances. You will oversee manager research, portfolio construction, due diligence, and market analysis while partnering closely with internal advisory and portfolio management teams. The position offers the chance to influence investment decision-making at a strategic level while mentoring a team of analysts in a collaborative, high-performance environment. Ideal candidates combine strong analytical expertise with excellent communication skills and a deep understanding of investment markets and portfolio management principles. This is a full-time, on-site opportunity available in Greenville, South Carolina or Orlando, Florida.

Accountabilities:

• Lead and oversee the investment research and portfolio construction function, ensuring alignment with long-term investment objectives and client needs.
• Supervise and mentor a team of research analysts, guiding investment analysis, manager evaluations, and portfolio recommendations.
• Conduct and oversee outside investment manager searches, ongoing due diligence, and performance monitoring activities.
• Develop, test, and optimize model portfolios and target asset allocation strategies across varying risk and return profiles.
• Present investment research findings and strategic recommendations to internal leadership and advisory committees.
• Communicate market trends, economic developments, and portfolio insights to portfolio managers, wealth advisors, and clients.
• Maintain and update approved investment manager lists, performance reports, and investment fact sheets.
• Support compliance initiatives and participate in all required regulatory and internal training programs.

Requirements:

• Bachelor’s degree in Finance, Economics, or a related field required; advanced degree preferred.
• Minimum of 5 years of experience in investment management, portfolio analysis, or investment research.
• Strong understanding of portfolio construction, asset allocation, manager selection, and investment due diligence.
• Experience communicating investment recommendations and market insights to internal teams and external stakeholders.
• CFA designation or active CFA candidacy preferred.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication abilities with confidence presenting investment strategies and market commentary.
• Leadership experience with the ability to mentor and develop research professionals.
• Ability to work collaboratively in a fast-paced, client-focused environment.
• Must be able to successfully pass criminal background and credit checks.

Benefits:

• Opportunity to lead a critical investment research and portfolio strategy function.
• Collaborative and growth-oriented work environment with exposure to senior investment leadership.
• Career development and leadership advancement opportunities.
• Full-time exempt position with long-term career stability.
• Access to ongoing professional development and industry training programs.
• Opportunity to work closely with experienced wealth management and portfolio management professionals.
• Equal opportunity employer committed to diversity, inclusion, and workplace accessibility.
• Position available in Greenville, SC or Orlando, FL.

How Jobgether works: We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team. We appreciate your interest and wish you the best! Why Apply Through Jobgether? Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time. #LI-CL1