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Director Of Portfolio Management Jobs (NOW HIRING)

WSFS Bank

Portfolio Analyst

Berwyn, PA · On-site

$64K - $105K/yr

... a direct pathway for career development within the Investment Research & Strategy function. Job Responsibilities * Support the delivery and management of centralized portfolio solutions within the ...

Clearstead

Director Portfolio Management

Cleveland, OH · On-site

$90K - $150K/yr

This position will be responsible for investment portfolio construction, implementation of strategy ... Ability to work under pressure, organize and manage multiple priorities in a demanding environment ...

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Director Of Portfolio Management information

What is the difference between Director Of Portfolio Management vs Portfolio Analyst?

AspectDirector Of Portfolio ManagementPortfolio Analyst
ResponsibilitiesOversees entire investment portfolios, develops strategies, manages teamsAnalyzes investment data, supports portfolio decisions, prepares reports
Required CredentialsTypically requires a CFA, advanced degree, extensive experienceOften requires a bachelor's or master's degree, some CFA or related certifications
Work EnvironmentSenior management, strategic planning, client interactionResearch-focused, data analysis, supporting portfolio managers
Industry UsageFinancial services, asset management firms, investment banksAsset management firms, investment firms, financial institutions

The main difference is that the Director Of Portfolio Management leads and strategizes at a high level, while a Portfolio Analyst supports these efforts through analysis and research. The director holds more senior responsibilities, requiring advanced credentials and experience, whereas the analyst role is more focused on data analysis and reporting.

What does a director of portfolio management do?

A director of portfolio management oversees the selection, prioritization, and management of a company's projects and investments to align with strategic goals. They analyze performance metrics, allocate resources, and coordinate with stakeholders to optimize the overall portfolio, often using tools like portfolio management software and requiring strong leadership and analytical skills.
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Infographic showing various Director Of Portfolio Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution.

Portfolio Analyst

WSFS Bank

Berwyn, PA • On-site

$64K - $105K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

WSFS Bank rating

8.7

Company rating: 8.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

24th of 174 rated banks

Job description

Job Description
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and estate planning, brokerage and investment services to individual, corporate, and institutional clients through multiple integrated businesses.
The Portfolio Analyst is a member of Bryn Mawr Trust Advisors' Investment Research & Strategy team, which is responsible for equity research, fixed income research, macroeconomic analysis, asset allocation, portfolio construction, and trading. This role primarily supports the implementation of the firm's investment strategies, model portfolios, and centralized portfolio solutions across client accounts.
The Portfolio Analyst will play a key role in maintaining and optimizing portfolio management and trading systems, supporting model adoption initiatives, implementing strategic portfolio changes, and enhancing operational efficiency through technology. This position has a strong institutional focus, emphasizing centralized portfolio oversight and model management rather than individual account management. The role provides significant exposure to investment research, portfolio construction, and strategy implementation, offering a direct pathway for career development within the Investment Research & Strategy function.
Job Responsibilities
  • Support the delivery and management of centralized portfolio solutions within the firm's goals-based investment framework.
  • Maintain portfolio management and trading system databases to ensure accuracy and consistency with approved model portfolio constituents.
  • Monitor and report on model adoption, asset ownership, and portfolio strategy implementation across the firm's book of business.
  • Analyze accounts for model eligibility and assess potential capital gain and loss impacts associated with model adoption.
  • Partner with Investment Advisors to facilitate model adoption, including documentation and implementation processes.
  • Assist in the execution of tactical asset allocation shifts, portfolio rebalances, and strategic investment changes directed by the Investment Research & Strategy team.
  • Develop expertise in portfolio trading and management platforms to enhance implementation efficiency and scalability.
  • Support optimization of portfolio management technology, workflows, and system capabilities.
  • Execute account-level transactions when necessary to support broader portfolio management objectives.
  • Support the work of the Investment Research & Strategy team across asset classes and investment disciplines.
  • Serve as secretary for one or more investment working groups, documenting discussions, decisions, and action items.
  • Participate in research and strategy initiatives by preparing reports, gathering data, and conducting directed analysis under the supervision of senior investment professionals.
  • Assist in monitoring portfolio implementation, investment exposures, and strategy effectiveness.
  • Serve as a resource for reporting requests, system support questions, and operational issues related to portfolio management and trading platforms.
  • Produce standard and ad hoc reports related to models, asset allocation, portfolio holdings, and implementation activity.
  • Identify opportunities to improve reporting processes, data integrity, and operational efficiencies.
  • Support ongoing enhancements to investment systems and technology platforms.
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Minimum Qualification
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field preferred.
  • Series 65 license required or the ability to successfully pass the Series 65 examination within three (3) months of hire.
  • General knowledge of investment markets, portfolio management, asset allocation, and investment research concepts.
  • Strong analytical, quantitative, and problem-solving skills.
  • Advanced proficiency in Microsoft Excel and proficiency in Microsoft Word and Outlook.
  • Experience with portfolio accounting, trust accounting, trading, or investment management systems preferred.
  • Experience with Orion Eclipse and related portfolio management platforms is highly preferred.
  • Strong organizational skills with the ability to manage multiple priorities and deadlines.
  • Ability to work collaboratively across teams and communicate effectively with investment professionals and advisors.
  • Demonstrated interest in investment research, portfolio construction, and institutional portfolio management.

WSFS Bank will only consider candidates who are presently authorized to work for any employer in the United States and who will not require work visa sponsorship from WSFS Bank now or in the future in order to retain their authorization to work in the United States.
Salary Range:
$64,491.00 - $105,949.50
Individual base pay may vary on additional factors such as the candidate's experience, job-related skills, relevant education, geographic location, and other specific business and organizational needs.
In addition to base salary, WSFS Financial Corporation (WSFS) and its subsidiaries may offer eligible Associates discretionary and formula-based incentive and retention awards. WSFS provides a competitive benefits package, which includes medical, dental, and vision coverage; a 401(k) plan; life, accident, and disability insurance; flexible spending accounts (FSAs) and health savings accounts (HSAs); and wellness programs. Additional benefits may include paid parental leave, military leave, vacation and other paid time off, sick leave in accordance with applicable state laws, and paid holidays. Benefit offerings are subject to eligibility requirements, legal limitations, and may vary based on an Associate's location and employment status. For more information about Associate benefits, please visit https://www.wsfsbank.com/about/careers/
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@wsfsbank.com.
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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