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Portfolio Construction Jobs (NOW HIRING)

CFS

Portfolio Manager

Orlando, FL · On-site

Manage portfolio construction, asset allocation, and rebalancing activities * Oversee risk management including liquidity, concentration, and performance tracking * Prepare and present investment ...

FAVARH

AVP, Portfolio Manager

Atlanta, GA

Key ResponsibilitiesPortfolio Construction & Management Support * Support the design, implementation, and ongoing management of multisector fixed income portfolios for life and P&C insurance clients ...

CFS

Portfolio Manager

Orlando, FL · On-site

What You'll Be Doing • Support the development and launch of new investment strategies and products • Manage portfolio construction, asset allocation, and rebalancing activities • Oversee risk ...

Northern Trust

Portfolio Analyst

Chicago, IL

$114K - $194K/yr

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * Portfolio Monitoring & Risk Oversight * Monitor portfolio allocations ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * Portfolio Monitoring & Risk Oversight * Monitor portfolio allocations ...

Man Group

Senior Portfolio Analyst

Boston, MA · On-site

Role Overview The Senior Portfolio Analyst role puts you at the intersection of quantitative research, portfolio construction, and live investment decision-making. You'll own critical parts of the ...

Northern Trust

Portfolio Analyst

Chicago, IL · On-site

$114K - $194K/yr

Support portfolio rebalancing, transitions, and ongoing portfolio construction activities across multiple asset classes. * Portfolio Monitoring & Risk Oversight * Monitor portfolio allocations ...

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Portfolio Construction information

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$43.5K

$87.7K

$119.5K

How much do portfolio construction jobs pay per year?

As of Jun 9, 2026, the average yearly pay for portfolio construction in the United States is $87,666.00, according to ZipRecruiter salary data. Most workers in this role earn between $63,000.00 and $100,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Portfolio Construction position, and why are they important?

To thrive in Portfolio Construction, you need strong analytical skills, a solid background in finance or investment management, and proficiency in quantitative modeling. Familiarity with portfolio management software (such as Bloomberg PORT or MSCI Barra), advanced Excel skills, and relevant certifications like the CFA are highly valuable. Attention to detail, effective communication, and strategic thinking are important soft skills in this role. These abilities enable you to design, optimize, and manage diversified portfolios that align with client objectives and regulatory requirements.

What are the typical daily responsibilities of someone working in Portfolio Construction?

Professionals in Portfolio Construction spend their days analyzing financial data, assessing risk-return profiles, and selecting asset allocations to build balanced portfolios for clients or institutions. Tasks include running portfolio optimization models, rebalancing portfolios in response to market changes, and collaborating closely with investment analysts, relationship managers, and risk teams. They also research new investment products and monitor ongoing performance against benchmarks. This role often involves preparing reports and presentations to communicate recommendations to clients or senior management. Being detail-oriented and able to interpret complex market trends are essential for success in these daily activities.

What is a Portfolio Construction job?

A Portfolio Construction job involves designing and managing investment portfolios to achieve specific risk and return objectives. Professionals in this role analyze asset allocation, diversification strategies, and market conditions to optimize portfolio performance. They work with financial models, quantitative tools, and investment theories to balance risk while maximizing returns. This role is common in asset management firms, hedge funds, and financial institutions, supporting investment decision-making. Strong analytical skills, financial expertise, and knowledge of market trends are essential for success in portfolio construction.

More about Portfolio Construction jobs
What states have the most Portfolio Construction jobs? States with the most job openings for Portfolio Construction jobs include:
What job categories do people searching Portfolio Construction jobs look for? The top searched job categories for Portfolio Construction jobs are:
Portfolio Construction jobs near you
Infographic showing various Portfolio Construction job openings in the United States as of June 2026, with employment types broken down into 86% Full Time, 10% Part Time, 1% Temporary, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $87,666 per year, or $42.1 per hour.
Portfolio Management Analyst

Portfolio Management Analyst

First United Bank

Dallas, TX • On-site

Full-time

Posted 12 days ago

Job description

Join Our Team!
We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons First United has been voted as one of the top places to work in Oklahoma since 2009! Browse this page to find out more about the First United culture and the many benefits of working here. Then, use our "Get Started" section to take your first step to being a part of First United.
The Position
Job Title
Portfolio Management Analyst
Job Description
Summary
Delos Capital Advisors is seeking a Portfolio Management Analyst to support the Chief Investment Officer in the day-to-day management, execution, and risk oversight of Delos wealth management portfolios.
This role is embedded directly within the Chief Investment Office and is designed for an investment professional who combines analytical rigor, sound investment judgment, and operational precision. The analyst will work closely with the CIO in implementing asset allocation strategy, supporting equity positioning, executing trades, and maintaining disciplined portfolio risk oversight.
The position has a core emphasis on equities, portfolio construction, and risk discipline, and provides meaningful exposure to investment decision-making in a live-portfolio environment. Success in this role is defined by the ability to translate macroeconomic views and quantitative analysis into consistent, well-executed portfolio outcomes while maintaining high standards of accuracy, accountability, and intellectual engagement.
Key Responsibilities
Portfolio Management & Asset Allocation
  • Support the CIO in the implementation and ongoing management of asset allocation methodology across client portfolios and model strategies.
  • Monitor portfolio positioning, allocation targets, drift, and rebalance requirements.
  • Assist in portfolio construction decisions through quantitative and analytical support.
  • Ensure consistent execution of investment strategy across accounts.
  • Develops and directs client-specific investment programs to achieve stated objectives.

Equity Strategy & Market Analysis
  • Support equity portfolio positioning through analysis of:
    • Valuation
    • Factor exposures
    • Market regimes and style dynamics
  • Maintain active awareness of equity market developments, earnings trends, and macroeconomic data.
  • Assist the CIO in evaluating how market conditions impact portfolio positioning and risk.

Risk Oversight, Due Diligence & Surveillance
  • Conduct ongoing portfolio and client account surveillance, including exposure, concentration, and guideline adherence.
  • Monitor portfolio risk across factors, correlations, and market regimes, with particular attention to drawdown management and capital preservation.
  • Identify and escalate portfolio risks, inconsistencies, or deviations from investment discipline.
  • Support risk reporting and documentation for internal review and governance purposes.

Trade Maintenance & Execution
  • Execute and maintain portfolio trades across client accounts and model portfolios.
  • Ensure accurate trade allocation, reconciliation, and post-trade review.
  • Coordinate closely with operations and custodial platforms to ensure clean and timely execution.

Macroeconomic & Quantitative Analysis
  • Apply macroeconomic insight to support portfolio positioning and allocation decisions.
  • Utilize quantitative methods to evaluate portfolio performance, risk, and scenario outcomes.
  • Prepare analytical materials for CIO review, investment discussions, and committee use.

Client & Advisor Support
  • Provide investment-related client service support, including portfolio analysis and performance explanations.
  • Assist in preparing investment commentary, portfolio reviews, and CIO communications.
  • Serve as an analytical resource for advisors on portfolio construction and strategy-related questions.
  • Serves as a key investment presence with clients, co-trustees, consultants, and internal partners to ensure clear and consistent communication.

Decision Proximity & Investment Judgment
  • Participate in CIO discussions related to portfolio positioning, risk considerations, and strategy implementation.
  • Prepare analysis that directly informs investment decisions and portfolio adjustments.
  • Demonstrate independent thinking and sound judgment, with the ability to challenge assumptions thoughtfully and constructively.
  • Designs and continuously adjusts investment strategies in close coordination with the client service team to align with evolving goals and opportunities.

Candidate Profile
Experience & Background
  • 3-6 years of experience in:
    • Portfolio management support
    • Investment analysis
    • Asset management, wealth management, or family office environments
  • Direct exposure to live portfolio management and execution.

Core Competencies
  • Strong understanding of asset allocation methodology and portfolio construction.
  • Solid grounding in macroeconomics and quantitative methods.
  • Working knowledge of equity markets, factors, and risk dynamics.
  • Exceptional attention to detail and comfort operating in a high-accountability environment.

Credentials
  • CFA designation or meaningful progress toward CFA strongly preferred.
  • Experience with portfolio management and reporting systems (e.g., Tamarac or similar platforms) is a plus.

Professional Standards & Growth
This role is intended for a professional who aspires to grow within the investment leadership track. Over time, the position offers a path toward increased responsibility within portfolio management, including deeper involvement in strategy development and senior investment roles.
Success requires intellectual curiosity, disciplined execution, and the ability to perform at a high level in a live-portfolio, decision-driven environment.
NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.
All Locations:
Dallas-Uptown
If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.
First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.

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