Investment Director, Multi Asset Model Portfolios
$150,000–$225,000 year
HybridBaltimore, Maryland, United States or District of Columbia, United States
Job Summary
Lead custom model portfolio design by translating client objectives, investment preferences, and constraints into portfolio frameworks. Partner with Portfolio Managers to refine recommendations, prepare proposals, and present model solutions to clients and prospects. Support ongoing oversight, review, and evolution of custom models while contributing analysis on strategic and tactical asset allocation. Advise clients on model construction and selection, representing the Models Investment Team in meetings, due diligence, and new relationship activations. Present at industry events and develop investment communications covering allocation changes and decision rationales. Collaborate with investment, distribution, and product teams to shape model offerings based on market needs.
Required Qualifications
- Bachelor's degree
- 7+ years of relevant investment experience
- Focus on portfolio construction, multi-asset investing, model portfolios, or a related investment discipline
Desired Qualifications
- Advanced degree (CFA, MBA, or equivalent)
- Strong understanding of capital markets, portfolio risk, asset allocation, investment products, and portfolio implementation
- Experience working with financial advisors, registered investment advisors, wealth management firms, platforms, or institutional clients
- Ability to understand complex client needs and translate them into practical portfolio solutions
- Clear and credible communicator who can explain markets, portfolio decisions, and investment concepts to both investment professionals and broader audiences
- Strong writing skills and experience developing investment commentary, presentations, or thought leadership
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