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Family Office Investment Lead — Direct Portfolio Manager
Job in
Annapolis, Anne Arundel County, Maryland, 21403, USA
Listed on 2026-07-18
Listing for:
FinStrat Management
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Fin Strat Management seeks a CFA Charter holder to lead investment services and directly manage capital across ultra-high-net-worth client families. You’ll be the institutional framework builder, tracking advisors, benchmarking, and being a discretionary portfolio manager for assigned sleeves.
You will manage capital across liquid equities, fixed income, and select alternatives, while delivering performance reporting and ensuring tax considerations are integrated into investment decisions.
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