Lead UC Wealth’s investment research function.
Supervise investment research analysts, guide research, and communicate results.
Participate in meetings of Asset Management Council and report results of investment research activities.
Communicate results of investment research to Portfolio Managers and Wealth Management team.
Initiate manager searches, as needed.
Lead ongoing due diligence on managers, communicate results to Asset Management Council.
Lead research and testing on model portfolios and target asset allocations.
Communicate developments in markets and the economy both internally to UC Wealth, and externally to clients.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions

Director of Portfolio Construction, Research

Key skills