Full Job Description
Do you have a proven track record in portfolio management and a desire to do more meaningful, complex work? Matter is seeking an experienced Portfolio Manager to join our Portfolio Management team. You will take ownership of client portfolios, engage directly with families and client teams on sophisticated investment needs, and bring Matter's integrated approach, spanning Investment Management, Wealth Planning & Coordination (WP&C), and Family Learning & Communication (FL&C), to life for the families you serve. You will also play an important role in mentoring the next generation of talent on our team.
As a Portfolio Manager, you will bring your expertise to Matter's portfolio management team and develop a thorough understanding of what Matter does for each of its families. You will manage assigned portfolios with independence, respond to complex client requests, and contribute to team initiatives, all while integrating WP&C and FL&C across your work.
Responsibilities
• Develop and maintain deep knowledge of Matter's investment models and external managers
• Manage assigned portfolios for rebalancing opportunities, documenting and justifying exceptions to models
• Respond to special requests from client teams and families, including cash raises, hedging strategies, specialized trading, and investment opportunities
• Communicate effectively with client teams and families via email, presentations, and other formats
• Serve as a mentor to analysts on the team
• Manage projects as assigned by senior team members
Qualifications
• Bachelor's degree in business, finance, economics, or a quantitatively rigorous field
• 4+ years of experience in portfolio management
• Advanced proficiency in Microsoft Excel and experience using AI tools (e.g., Claude, ChatGPT)
• Experience working with brokerage and trading/portfolio management systems (e.g., Schwab, Fidelity, Tamarac, Addepar)
• Advanced credentials (CFA, CFP, CPA, MBA, or similar) preferred
Benefits
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
