Jobs
Director Portfolio Management
A fast-growing, fee-only RIA is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it.
Industry
Financial Services and Investment Banking
Salary
$225,000–$275,000
About the company
NextPlay Jobs is running this search on behalf of a confidential client. We share the full company detail with you at intake, before you speak to anyone.
The opportunity
Director, Portfolio Management
Chicago, IL or Remote
A fast-growing, fee-only RIA is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it. Roughly $500M in assets is coming over to seed the strategy, with a clear runway to scale across the firm's $3B+ legacy client base.
This is a real stock-picker's seat. The work is long-term and value-oriented: quality businesses at reasonable prices, disciplined risk management, customized client outcomes. If you've spent your career building individual stock portfolios and want to do it at scale inside a growing wealth platform, this is the seat.
Key responsibilities
Portfolio Management & Construction
Build and manage customized equity portfolios aligned to client objectives
Develop strategic asset allocation frameworks tailored to HNW client needs
Maintain a long-term investment philosophy emphasizing quality businesses and valuation discipline
Evaluate buy, sell, and hold decisions based on fundamental analysis
Incorporate risk management strategies, including hedging and options where appropriate
Lead portfolio positioning through market cycles, including down markets and recoveries
Investment Research & Idea Generation
Conduct in-depth fundamental research on individual securities
Monitor earnings calls, company filings, and market-moving news
Evaluate new information and adjust investment theses as needed
Develop and present investment recommendations and model portfolios
Maintain a high-conviction US Large Cap Equity buy list
Performance & Risk Oversight
Track and evaluate portfolio performance relative to benchmarks
Manage downside risk in volatile markets
Lead portfolio rebalancing strategies in response to market conditions
Ensure alignment with client risk tolerances and investment objectives
Client Engagement
Serve as a client-facing investment expert
Communicate portfolio positioning, market insights, and investment decisions clearly
Support retention and growth of HNW client relationships
Maintain responsiveness consistent with a high-touch service model
Strategic Contribution
Introduce differentiated investment capabilities, including hedging and active management approaches
Support legacy client portfolio strategies requiring customization
Partner with senior leadership to evolve investment processes and scalability
Ideal profile
CFA designation (required, no exceptions)
7+ years in portfolio management and fundamental equity investing
Demonstrated experience building and managing individual stock portfolios
Proven track record of performance across multiple market cycles
Strong analytical, modeling, and communication skills
Experience across multiple firms or investment environments preferred
Role details
Location: Chicago (Hybrid schedule)
Open to remote candidates as well
Compensation & benefits
The posted base salary range is $225,000–$275,000. Full detail on the package is shared at intake before you speak to the client.
How to apply
Three ways to start the conversation.
Send your résumé, book a call, or apply straight from the LinkedIn posting. Whichever route you pick, one person handles your application from first reply to offer.
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About NextPlay Jobs
We believe great recruiting is personal, not transactional. We spent 15 years inside LinkedIn building the tools recruiters use, then built the firm we wished existed. We connect high-performing people with companies where they can make the biggest impact, and one relationship manager stays with you from the first search to the tenth.
Jobs
Director Portfolio Management
A fast-growing, fee-only RIA is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it.
Industry
Financial Services and Investment Banking
Salary
$225,000–$275,000
About the company
NextPlay Jobs is running this search on behalf of a confidential client. We share the full company detail with you at intake, before you speak to anyone.
The opportunity
Director, Portfolio Management
Chicago, IL or Remote
A fast-growing, fee-only RIA is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it. Roughly $500M in assets is coming over to seed the strategy, with a clear runway to scale across the firm's $3B+ legacy client base.
This is a real stock-picker's seat. The work is long-term and value-oriented: quality businesses at reasonable prices, disciplined risk management, customized client outcomes. If you've spent your career building individual stock portfolios and want to do it at scale inside a growing wealth platform, this is the seat.
Key responsibilities
Portfolio Management & Construction
Build and manage customized equity portfolios aligned to client objectives
Develop strategic asset allocation frameworks tailored to HNW client needs
Maintain a long-term investment philosophy emphasizing quality businesses and valuation discipline
Evaluate buy, sell, and hold decisions based on fundamental analysis
Incorporate risk management strategies, including hedging and options where appropriate
Lead portfolio positioning through market cycles, including down markets and recoveries
Investment Research & Idea Generation
Conduct in-depth fundamental research on individual securities
Monitor earnings calls, company filings, and market-moving news
Evaluate new information and adjust investment theses as needed
Develop and present investment recommendations and model portfolios
Maintain a high-conviction US Large Cap Equity buy list
Performance & Risk Oversight
Track and evaluate portfolio performance relative to benchmarks
Manage downside risk in volatile markets
Lead portfolio rebalancing strategies in response to market conditions
Ensure alignment with client risk tolerances and investment objectives
Client Engagement
Serve as a client-facing investment expert
Communicate portfolio positioning, market insights, and investment decisions clearly
Support retention and growth of HNW client relationships
Maintain responsiveness consistent with a high-touch service model
Strategic Contribution
Introduce differentiated investment capabilities, including hedging and active management approaches
Support legacy client portfolio strategies requiring customization
Partner with senior leadership to evolve investment processes and scalability
Ideal profile
CFA designation (required, no exceptions)
7+ years in portfolio management and fundamental equity investing
Demonstrated experience building and managing individual stock portfolios
Proven track record of performance across multiple market cycles
Strong analytical, modeling, and communication skills
Experience across multiple firms or investment environments preferred
Role details
Location: Chicago (Hybrid schedule)
Open to remote candidates as well
Compensation & benefits
The posted base salary range is $225,000–$275,000. Full detail on the package is shared at intake before you speak to the client.
How to apply
Three ways to start the conversation.
Send your résumé, book a call, or apply straight from the LinkedIn posting. Whichever route you pick, one person handles your application from first reply to offer.
About NextPlay Jobs
We believe great recruiting is personal, not transactional. We spent 15 years inside LinkedIn building the tools recruiters use, then built the firm we wished existed. We connect high-performing people with companies where they can make the biggest impact, and one relationship manager stays with you from the first search to the tenth.
Jobs
Director Portfolio Management
A fast-growing, fee-only RIA is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it.
Industry
Financial Services and Investment Banking
Salary
$225,000–$275,000
About the company
NextPlay Jobs is running this search on behalf of a confidential client. We share the full company detail with you at intake, before you speak to anyone.
The opportunity
Director, Portfolio Management
Chicago, IL or Remote
A fast-growing, fee-only RIA is adding a new fundamental equity strategy to its platform and is hiring a Director of Portfolio Management to lead it. Roughly $500M in assets is coming over to seed the strategy, with a clear runway to scale across the firm's $3B+ legacy client base.
This is a real stock-picker's seat. The work is long-term and value-oriented: quality businesses at reasonable prices, disciplined risk management, customized client outcomes. If you've spent your career building individual stock portfolios and want to do it at scale inside a growing wealth platform, this is the seat.
Key responsibilities
Portfolio Management & Construction
Build and manage customized equity portfolios aligned to client objectives
Develop strategic asset allocation frameworks tailored to HNW client needs
Maintain a long-term investment philosophy emphasizing quality businesses and valuation discipline
Evaluate buy, sell, and hold decisions based on fundamental analysis
Incorporate risk management strategies, including hedging and options where appropriate
Lead portfolio positioning through market cycles, including down markets and recoveries
Investment Research & Idea Generation
Conduct in-depth fundamental research on individual securities
Monitor earnings calls, company filings, and market-moving news
Evaluate new information and adjust investment theses as needed
Develop and present investment recommendations and model portfolios
Maintain a high-conviction US Large Cap Equity buy list
Performance & Risk Oversight
Track and evaluate portfolio performance relative to benchmarks
Manage downside risk in volatile markets
Lead portfolio rebalancing strategies in response to market conditions
Ensure alignment with client risk tolerances and investment objectives
Client Engagement
Serve as a client-facing investment expert
Communicate portfolio positioning, market insights, and investment decisions clearly
Support retention and growth of HNW client relationships
Maintain responsiveness consistent with a high-touch service model
Strategic Contribution
Introduce differentiated investment capabilities, including hedging and active management approaches
Support legacy client portfolio strategies requiring customization
Partner with senior leadership to evolve investment processes and scalability
Ideal profile
CFA designation (required, no exceptions)
7+ years in portfolio management and fundamental equity investing
Demonstrated experience building and managing individual stock portfolios
Proven track record of performance across multiple market cycles
Strong analytical, modeling, and communication skills
Experience across multiple firms or investment environments preferred
Role details
Location: Chicago (Hybrid schedule)
Open to remote candidates as well
Compensation & benefits
The posted base salary range is $225,000–$275,000. Full detail on the package is shared at intake before you speak to the client.
How to apply
Three ways to start the conversation.
Send your résumé, book a call, or apply straight from the LinkedIn posting. Whichever route you pick, one person handles your application from first reply to offer.
About NextPlay Jobs
We believe great recruiting is personal, not transactional. We spent 15 years inside LinkedIn building the tools recruiters use, then built the firm we wished existed. We connect high-performing people with companies where they can make the biggest impact, and one relationship manager stays with you from the first search to the tenth.