About Blue Trust
Blue Trust provides financial and family-office services through a planning philosophy grounded in biblical principles. Its Family Office platform integrates investments with tax, estate, financial-planning, insurance, and advisory expertise to support ultra-high-net-worth individuals and multigenerational families.
The Role
The Portfolio Manager, Family Office constructs, implements, and monitors sophisticated multi-asset portfolios for UHNW individuals and multigenerational families.
Working closely with Family Office Advisors and the Investment Strategy Group, this person will implement firmwide asset-allocation frameworks while tailoring portfolios to each family’s entities, liquidity requirements, values, risk profile, and long-term objectives. The Portfolio Manager will also provide thoughtful feedback to the Investment Strategy Group based on client needs, portfolio outcomes, and market developments.
This is a senior individual-contributor role with no direct reports and approximately 10–25% travel.
What You’ll Do
- Construct and manage customized portfolios spanning public and private markets.
- Implement the Investment Strategy Group’s asset-allocation models with appropriate client-specific customization.
- Provide feedback on allocation frameworks and emerging opportunities based on market conditions and portfolio outcomes.
- Diagnose complex investment needs across multiple entities, generations, objectives, and liquidity profiles.
- Design customized portfolio and investment-manager allocations.
- Develop transition plans for newly onboarded assets and legacy portfolios.
- Monitor performance, diversification, liquidity, and risk exposures.
- Conduct ongoing portfolio reviews and rebalancing.
- Source, evaluate, and perform due diligence on external investment managers.
- Integrate alternative and private investments with appropriate sizing and diversification.
- Serve as a subject-matter expert on capital markets, portfolio construction, and the firm’s investment philosophy.
- Explain portfolio positioning, market outlook, and investment decisions clearly to clients and internal stakeholders.
- Participate in client meetings and multigenerational family discussions.
- Coordinate implementation with operations, compliance, custodians, and external partners.
- Partner with tax, estate, planning, and other specialists to deliver holistic family-office solutions.
- Develop investment presentations, educational resources, and thought-leadership materials.
- Maintain the highest fiduciary, ethical, confidentiality, and compliance standards.
Who We’re Looking For
- Bachelor’s degree in finance, economics, accounting, or a related discipline.
- Approximately 10–15+ years in portfolio management, investment management, alternatives research, family office, endowment, foundation, OCIO, or institutional investing.
- Deep knowledge of global capital markets and portfolio construction across public and private investments.
- Experience managing complex portfolios with multiple entities, objectives, time horizons, and liquidity needs.
- Demonstrated experience serving UHNW families, family offices, institutional investors, or similarly sophisticated clients.
- Strong experience partnering with a centralized investment strategy or research team.
- Sound judgment regarding asset allocation, portfolio customization, manager selection, risk, and liquidity.
- Ability to explain investment philosophy and complex portfolio decisions clearly and confidently.
- Strong interpersonal skills and comfort engaging with multigenerational families.
- High discretion and sensitivity when handling confidential family matters.
- Collaborative approach to working with advisors, specialists, operations, compliance, custodians, and external managers.
- Able to travel approximately 10–25%.
- Able to work respectfully and effectively within Blue Trust’s values-led, faith-based service environment.
Preferred Qualifications
- CFA designation strongly preferred.
- CAIA designation preferred.
- MBA, master’s in finance, or comparable advanced degree.
- Direct family-office or UHNW portfolio-management experience.
- Experience integrating alternatives and private investments into client portfolios.
- Manager sourcing, evaluation, and due-diligence experience.
- Experience transitioning complex legacy portfolios.
- Background working within an institutional research, OCIO, endowment, foundation, or centralized investment-strategy model.
Compensation
- $175k - $225k base with 20% bonus target.
Location & Travel
The position requires approximately 10–25% travel.