Portfolio Management Analyst

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.

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.