Summary As
Director of Investor Relations, you'll sit at the intersection of investment management, product development, and business development. You'll serve as the trusted voice behind Potomac's tax-loss harvesting, direct indexing, and hedge fund strategies-presenting to advisors, consultants, family offices, and institutional allocators, and helping turn sophisticated research into relationships.
This is a full-time, on-site position in Bethesda, MD.What You'll Do- Serve as a subject matter expert for Potomac's tax-loss harvesting, direct indexing, and hedge fund strategies.
- Participate in meetings with advisors, consultants, family offices, institutional investors, and due diligence teams.
- Present investment research and portfolio insights to internal and external audiences.
- Support fundraising, business development, and strategic growth initiatives.
- Develop presentations, white papers, market commentary, and educational content.
- Respond to client and prospect inquiries and help deepen existing relationships.
- Collaborate with portfolio managers and researchers on new products and investment solutions.
Who You Are- Intellectually curious, passionate about markets, and skeptical of easy answers.
- Comfortable engaging sophisticated investors and challenging conventional wisdom.
- Able to communicate complex ideas with clarity and conviction, to technical and non-technical audiences alike.
Required Qualifications- 7+ years of experience in one or more of: Portfolio Management, Investment Research, Investor Relations, Institutional Sales, Investment Consulting, or Wealth/Asset Management.
- Strong presentation skills and executive presence.
- Excellent written and verbal communication skills.
- Strong understanding of financial markets, portfolio construction, and risk management.
- Demonstrated ability to conduct investment research and evaluate investment strategies.
- Experience presenting to investment committees, boards, consultants, allocators, or due diligence teams.
- Experience using AI tools to improve research and productivity.
Preferred Qualifications- Experience with tax-loss harvesting, direct indexing, factor investing, momentum, trend following, tactical asset allocation, or alternative investments.
- Experience within an RIA, asset manager, hedge fund, family office, or institutional consulting firm.
- CFA, CMT, CAIA, CQF, or similar designation.
- Published research, market commentary, conference presentations, or other evidence of thought leadership.
Objectives- Become a trusted representative for Potomac's tax-loss harvesting and hedge fund strategies.
- Develop strong relationships with advisors, consultants, and allocators.
- Create thought leadership content that elevates Potomac's profile.
- Establish yourself as a recognized expert in systematic investing and portfolio management.
Salary range: 120K-140K
Benefits:- Medical insurance
- Vision insurance
- Dental insurance
- Health savings account option
- 401(k) & other retirement benefits
- Paid maternity leave
- Paid paternity leave
- Commuter benefits
- Disability insurance
- Paid time off
