Portfolio Manager

Trilogy Financial•Denver, CO

8d•$100,000 - $150,000•Onsite

About The Position

The Planning and Investments Department Portfolio Manager serves as a critical bridge between investment strategy, advisor support, and execution. This role acts as the primary liaison for advisors on complex planning and portfolio construction, translating sophisticated economic insights, portfolio strategies, and alternative investment concepts into clear, actionable guidance. In addition to supporting advisor communication, this individual plays a key role in overseeing the implementation of complex investment cases, ensuring operational alignment, and continuously optimizing portfolios to meet client objectives. The ideal candidate combines deep technical investment expertise with strong communication skills and thrives in a collaborative, fast-paced environment.

Requirements

Clear and effective communication skills.
Advanced knowledge of Tax Loss Harvesting (TLH), tax-aware transitions, and managing portfolios within specific tax budgets.
Ability to perform technical audits on investment plans to ensure alignment with Investment Policy Statements (IPS) and risk tolerance models.
Pipeline & Workflow Management: Experience coordinating with trading and service teams to move complex cases (large-scale asset transitions) from proposal to execution.
Acting as the primary point of contact for financial advisors on portfolios requiring high emotional intelligence and responsiveness.
Cross-Functional Collaboration: Navigating the space between the high-level CIO office and the operational staff in the trading and service departments.
BA/BS in Finance or Economics
Deep understanding of portfolio construction, alternative structures, and tax-efficient trading.
Minimum of 5 years of experience, required.

Nice To Haves

CFA designation (or significant progress toward it) is highly preferred.

Responsibilities

Serve as the primary Planning and Investments Department point of contact for advisors.
Translate complex economic guidance and alternative structures into technical talking points, empowering the advisor to communicate with confidence.
Understand and eventually make recommendations to Trilogy senior decision makers on models and custom portfolios.
Working with CIO, be available and able to communicate investment strategy to Trilogy advisors as needed.
Prepare customized client materials for periodic reporting and meetings.
Coordinates delivery of presentation materials for client and prospective clients.
May attend client meetings.
Lead the implementation of portfolios that fall outside standardized models, including those involving alternative investments, unique tax budgets, or large-scale asset transitions.
Perform a final technical audit on plans designed by leadership to verify risk alignment and operational feasibility.
Coordinate with Service and Trading teams to ensure large/complex cases move through the pipeline without friction.
Serve as the internal point of contact for advisors, providing accurate and timely information on the status of complex trades and account funding.
Proactively monitor and execute Tax Loss Harvesting (TLH) opportunities to maximize after-tax returns.
Continuous monitor managed accounts to ensure allocations remain strictly aligned with the client’s stated risk tolerance and Investment Policy Statement (IPS).
Work on special projects as needed.
Additional responsibilities as assigned or requested.