Investment Management
Research markets, construct portfolios, and make disciplined investment decisions for clients.
Purpose and responsibilities.
Investment Management is responsible for portfolio construction, asset allocation, security and strategy research, risk management, and investment implementation across client portfolios. The work connects market analysis with each client’s objectives, liquidity needs, taxes, risk tolerance, and time horizon.
Portfolio Construction
Build and maintain portfolios using disciplined allocation, diversification, security selection, and risk controls.
Market & Investment Research
Evaluate markets, securities, funds, strategies, economic developments, and portfolio implications.
Risk & Portfolio Oversight
Monitor exposures, concentration, liquidity, implementation, and changes that affect portfolio positioning.
Investment Implementation
Translate portfolio decisions into account-level actions while coordinating taxes, cash needs, restrictions, and custodian capabilities.
Connected to the rest of the firm.
Investment decisions are made in context. The division works with wealth-management and planning professionals so portfolios reflect the client’s broader financial circumstances rather than market views alone.
The work requires intellectual curiosity, quantitative discipline, careful documentation, and the willingness to update conclusions when facts change.
Capability, judgment, and contribution.
We look for investors and analysts who can form independent views, explain their reasoning, and connect research to actual portfolio decisions.
- Strong understanding of investments, markets, and portfolio construction
- Analytical and quantitative problem-solving ability
- Ability to communicate investment ideas clearly
- Attention to risk, implementation details, and client constraints
- Professional designations or progress toward CFA®, CFP®, or related credentials can be valuable depending on the role
Open Investment Management Roles
Current opportunities assigned to this division appear here automatically.