Portfolio Manager

Matter Family Office • Denver, CO

4d

About The Position

Matter Family Office is seeking an experienced Portfolio Manager to join its Portfolio Management team. The role owns assigned client portfolios, engages directly with families and client teams on sophisticated investment needs, and applies Matter’s integrated services across Investment Management, Wealth Planning & Coordination (WP&C), and Family Learning & Communication (FL&C). The Portfolio Manager develops a thorough understanding of the services Matter provides to each family, manages portfolios independently, responds to complex client requests, contributes to team initiatives, and mentors developing team members.

Requirements

• Bachelor's degree in business, finance, economics, or a quantitatively rigorous field.
• At least 4 years of experience in portfolio management.
• Advanced proficiency in Microsoft Excel.
• Experience using AI tools such as Claude or ChatGPT.
• Experience working with brokerage and trading or portfolio management systems such as Schwab, Fidelity, Tamarac, or Addepar.

Nice To Haves

• Advanced credentials such as CFA, CFP, CPA, MBA, or similar.

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.
• Integrate Wealth Planning & Coordination (WP&C) and Family Learning & Communication (FL&C) across portfolio management work.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level