Portfolio Manager | Remote

Position: Portfolio Allocation & Advisory Evaluation Expert

Type: Hourly contract

Compensation: Competitive hourly rate

Location: Remote

Commitment: 10–40 hours/week

Role Responsibilities

• Review investment policy statements (IPS), asset allocation proposals, and portfolio construction frameworks for alignment with client mandates.
• Evaluate multi-asset portfolios across public markets, private assets, and alternatives for diversification, risk-adjusted performance, and suitability.
• Assess manager selection processes, fee structures, liquidity constraints, drawdown risk, and tax-aware planning decisions.
• Provide clear, structured written and verbal feedback on analytical rigor, investment rationale, and advisory presentation quality.
• Participate in evaluation sessions to benchmark advisory quality and portfolio construction proficiency.
• Identify strengths and improvement areas in asset allocation logic, governance practices, and planning strategy.
• Contribute domain insights on best practices in wealth management, OCIO, and multi-asset portfolio design.

Requirements

• Strong experience in wealth management, private banking, OCIO, family offices, or investment advisory roles.
• Deep proficiency in asset allocation, IPS development, manager due diligence, and multi-asset portfolio management.
• Solid understanding of risk tolerance mapping, liquidity horizons, fee considerations, and tax-aware investing.
• Excellent written and verbal communication skills with strong attention to detail and clarity.
• Proven ability to critique and articulate complex portfolio recommendations and advisory outputs.
• Familiarity with portfolio governance standards and client reporting best practices.

Application Process (Takes 20 Min)

• Upload resume
• Interview (15 min)
• Submit form