Portfolio Manager

Matter Family Office

. Develop and maintain deep knowledge of Matter's investment models and external managers .

Posted 11/2/2026full-timeClayton • Missouri • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in portfolio management, investment strategies, and client engagement, with a strong foundation in finance and quantitative analysis. Proficient in utilizing advanced tools and technologies to enhance portfolio performance and client communication.

Highest-signal resume keywords

Portfolio ManagementInvestment StrategiesAdvanced Microsoft ExcelCFA/CFP/CPA/MBA CredentialsBrokerage and Trading Systems

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Portfolio ManagementInvestment ModelsRebalancing OpportunitiesCash RaisesHedging StrategiesSpecialized TradingQuantitative AnalysisDocumentation of ExceptionsClient EngagementMentoring Analysts

Soft Skills

CommunicationProject ManagementTeam CollaborationClient Relationship ManagementMentoring

Tools & Technologies

Microsoft ExcelClaudeChatGPTSchwabFidelityTamaracAddepar

Certifications & Qualifications

CFACFPCPAMBA

Industry Keywords

Investment ManagementWealth PlanningPortfolio RebalancingClient TeamsFamily Learning

About the role

Key responsibilities & impact

Develop and maintain deep knowledge of Matter's investment models and external managers
Manage assigned portfolios for rebalancing opportunities
Document and justify exceptions to investment models
Respond to special requests from client teams and families, including cash raises, hedging strategies, specialized trading, and investment opportunities
Communicate with client teams and families via email, presentations, and other formats
Mentor analysts on the team
Manage projects assigned by senior team members
Integrate Wealth Planning & Coordination and Family Learning & Communication across portfolio management work
Take ownership of client portfolios and engage directly with families and client teams on sophisticated investment needs

Requirements

What you’ll need

Bachelor's degree in business, finance, economics, or a quantitatively rigorous field
4+ years of experience in portfolio management
Advanced proficiency in Microsoft Excel
Experience using AI tools such as Claude and ChatGPT
Experience working with brokerage and trading/portfolio management systems such as Schwab, Fidelity, Tamarac, and Addepar
Advanced credentials such as CFA, CFP, CPA, MBA, or similar preferred
Unable to sponsor work visas

Benefits

Comp & perks

Medical and dental plans with HSA/FSA options
Employer-paid disability and life insurance
401(k) with employer match
10 paid holidays
Competitive vacation and sick leave
Continuing education support
Career growth support
Community involvement support