Portfolio Manager

Matter Family Office • Clayton, MO

4d

About The Position

Matter Family Office is seeking an experienced Portfolio Manager to join its Portfolio Management team. The role manages assigned client portfolios independently, responds to complex investment requests from families and client teams, and contributes to team initiatives. The Portfolio Manager develops a thorough understanding of Matter’s services and applies its integrated approach across Investment Management, Wealth Planning & Coordination (WP&C), and Family Learning & Communication (FL&C). The position also includes mentoring analysts and managing projects assigned by senior 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 and document and justify 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 through 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 and Family Learning & Communication 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