Director - Investments, Portfolio Construction & Due Diligence
Compensation
$135k – $235k /yr
Employment type
Full-time
Work setting
On-site
Location
Charlotte, NC
Schedule
Day shift
Posted
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Job overview
The Director - Investments, Portfolio Construction & Due Diligence is an onsite role based in Charlotte, NC, with a salary range of $135,000 to $235,000 per year. This position leads the portfolio construction framework for Ally Invest Advisors. This role exists to oversee asset allocation, security selection, and investment due diligence. The Director ensures that investment solutions are well-governed, clearly communicated, and aligned with client objectives and fiduciary standards.
What you'll do
- Lead asset allocation and portfolio construction
- conduct manager selection and due diligence
- oversee performance evaluation
- monitor risk
- develop market commentary
- partner with marketing and communications.
What we're looking for
- Skills & competencies
- full-timeday shiftcharlotte ncallyinvestmentsportfolio constructiondue diligenceasset managementleadershiphybridno on-call$135k-$235k
- Work arrangement
- Weekend coverage required
Benefits & perks
- 20 days PTO, 11 holidays, 401K matching, tuition reimbursement, comprehensive health insurance, parental leave.
Why this role
Requires 7+ years of experience; FINRA Series 65/66; CFA designation preferred.
About the employer
Ally is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 13-2051.00
You'll be redirected to the employer's application page.
Listing ID: a6e8a66d-9141-4ae3-b82f-41b9624977dc