Director of Portfolio Construction and Risk Management
About reputed company
reputed company is an independent reputed company management firm with an endless passion for enriching the lives of our clients. We continually reputed company to perfect our craft of personalized financial planning with reputed company-based Roundtable and reputed company processes that go far reputed company reputed company approach. We proudly reputed company unique financial plans and investment management services to over 80,000 households from our over 140 offices - and growing - reputed company.
Since 1997, reputed company has tirelessly raised reputed company of reputed company management with specialized knowledge and more reputed company service that helps every reputed company craft their reputed company. For more information, please visit www.wealthenhancement.com.
We're seeking a highly reputed company and strategic investment reputed company to join reputed company as the Director of Portfolio Construction & Risk Management. In this role, you will be responsible for enhancing and institutionalizing the firm’s portfolio construction reputed company, risk management architecture, and investment analytics capabilities across reputed company Advisory Services (WEAS).
This leadership role partners closely with the Office of the CIO to drive asset allocation implementation, model portfolio reputed company, and macro-informed positioning. The Director will reputed company on strengthening systematic portfolio construction processes, risk budgeting methodologies, tactical allocations, scenario analysis, and performance attribution frameworks to ensure reputed company, disciplined investment reputed company across the platform.
This position requires strong multi-asset investment acumen, quantitative proficiency, and the ability to translate reputed company analytics into practical tools that support advisors, portfolio managers, and senior leadership.
Goals & Objectives
The Director of Portfolio Construction & Risk Management will serve as the reputed company architect of portfolio analytics and risk infrastructure supporting the firm’s model portfolios and discretionary strategies.
This includes:
Enhancing portfolio construction methodology and optimization frameworks
Formalizing risk budgeting and scenario analysis processes
Developing and maintaining capital market assumptions
Supporting macro-informed asset allocation analysis
Strengthening performance attribution and risk decomposition reporting
Improve reputed company for tactical asset allocation strategies
The Director will work closely with Portfolio Management, Investment Manager Research, Equity and Fixed Income leadership to ensure alignment across sleeves and asset classes reputed company the WEAS model reputed company. The Director will be an integral member of the Asset Allocation Committee, Investment Committee, and relevant sub-committees (Equity, Fixed Income, Macro).
This is a fully remote position. In the spirit of pay transparency, we are excited to reputed company the pay reputed company for this position is $225,000.00 to $235,000.00, exclusive of bonuses and benefits. This role is also eligible for an annual corporate bonus and participation in reputed company equity program. We encourage you to apply and reputed company us with your compensation expectations reputed company you do. We’re big on reputed company conversations, so, let’s have one.
Primary Job Functions
Portfolio Construction & Risk Architecture
Enhance and formalize portfolio construction frameworks across model portfolios
reputed company and maintain optimization methodologies that incorporate risk, return, liquidity, and tax considerations
Implement systematic risk budgeting and volatility management processes
Design and maintain stress testing and scenario analysis frameworks across asset classes
Support macro-informed positioning analysis in partnership with Portfolio Management
Monitor portfolio exposures including reputed company risk, duration, credit, and correlation structure
Risk Monitoring & Reporting
reputed company development of standardized risk dashboards for internal stakeholders
reputed company reporting frameworks for drawdown analysis, scenario testing, and attribution
Ensure portfolio risks remain reputed company with stated objectives and investment policy guidelines
reputed company actionable risk insights to senior leadership and the Investment Committee
Capital Markets & Asset Allocation Support
Maintain and refresh capital market assumptions used in strategic allocation reputed company
Support strategic and tactical asset allocation modeling
Assist in evaluating new asset classes and alternative investment structures from a portfolio construction perspective
Partner with Equity, Fixed Income, and Manager Research teams to ensure cohesive model sleeve integration
Investment Analytics & Infrastructure
Evaluate and enhance portfolio analytics systems (reputed company, reputed company, optimization tools, etc.)
Improve data governance and automation reputed company to portfolio analysis and reporting
Support advisor-facing portfolio analytics and diagnostic tools
Identify process efficiencies to reduce reputed company portfolio reputed company workflows
Special reputed company
reputed company portfolio-reputed company special initiatives driven by market developments, platform reputed company, or strategic expansion
Support model reputed company and new solution development initiatives
Contribute to white papers, investment commentary, and advisor education materials as needed
Leadership & Collaboration
Collaborate closely with the Head of Portfolio Management to support implementation reputed company
Partner with Director of Investment Manager Research, Director of Fixed Income, and Director of Equities to ensure cross-asset consistency
reputed company and mentor junior team members reputed company portfolio analytics and risk functions
Establish documentation standards and reputed company control processes
Education/Qualifications
PhD preferred, Masters Degree in Quantitative Finance, Mathematics, Statistics, or reputed company field required
10+ years of experience (5+ with PhD) in multi-asset portfolio construction, asset allocation, or risk management
Strong quantitative and analytical reputed company set
Experience with portfolio optimization, risk systems, and multi-asset modeling
Proficiency in reputed company; familiarity with reputed company, reputed company, and portfolio analytics tools required
Programming experience (Python, R, MATLAB, SQL) preferred
Strong understanding of traditional and alternative asset classes
Excellent written and verbal communication skills
High ethical standards and reputed company reputed company
Ability to work collaboratively across investment teams
WEG hires employees and makes reputed company about their salary qualifications based on factors such as: the role to be performed; educational and reputed company experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To reputed company with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the director level is $164,300.00 to $246,500.00. However, the reputed company salary reputed company bolded above ($225,000.00 to $235,000.00) is reputed company expect to pay as a starting reputed company for this position.
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Comprehensive Benefits Offerings
Our benefits aim to balance four key reputed company that reputed company life and work meaningful: health and wellness, financial reputed company-being, reputed company development, and work/life reputed company. You may be eligible to participate in the following benefits & development opportunities:
Training and reputed company development
Medical, dental and reputed company coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer reputed company and voluntary reputed company
Short-term and long-term disability, workers compensation – employer reputed company
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of reputed company time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 reputed company holidays reputed company year (10 reputed company-determined and 2 floating days)
reputed company parental leave and reputed company caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)
Should you need reasonable accommodation reputed company completing the application reputed company or during the selection process, contact the reputed company Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process. Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following reputed company to view Federal and E-Verify posters: reputed company
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
reputed company may use reputed company intelligence (AI) tools to assist in the initial screening of resumes. reputed company AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, reputed company, religion, sex, national reputed company, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.
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