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Director - Investments, Portfolio Construction & Due Diligence

Charlotte, Mecklenburg County · Director · Part-time

No sponsorship$135k-$235kDetected 2 days ago
PythonProduct StrategyExcelCustomer SupportResearchLeadershipCommunicationMicrosoft OfficeCFA

About the role

  • This is a player-coach role requiring both strong investment judgment and hands-on analytical capability.
  • The Director will help shape and enhance portfolio offerings for retail managed and advice clients, ensuring portfolios remain aligned with client objectives, market conditions, and fiduciary standards.
  • The Director will work closely with product strategy, marketing, communications, PR, service, operations, and compliance to ensure investment solutions are well governed, clearly communicated, and appropriate for Ally Invest Advisors' client base.

Responsibilities

  • This role is responsible for strategic and tactical asset allocation for AIA portfolios, as well as the research, security selection, manager selection, and investment due diligence that support portfolio design and ongoing oversight.
  • The role also includes a secondary client- and market-facing component, including portfolio analysis, development of market and investment commentary, and support for media inquiries and selected client conversations.
  • Develop and maintain the strategic and tactical asset allocation for AIA portfolios using capital market assumptions, risk and return analysis, quantitative inputs, and market insights
  • Conduct analysis of third-party managers, sector and industry trends, ETFs, and other managed products to support investment decisions
  • Maintain informed views on market, sector, and macroeconomic developments and communicate recommendations relevant to portfolio strategy
  • Develop market commentary, quarterly updates, and product reviews for internal and external audiences
  • Partner with marketing, communications, and PR to support media inquiries related to market developments, portfolio positioning, and investment strategy

Nice to have

  • 7+ years of experience in asset management, preferably in portfolio management, portfolio construction, asset allocation, or manager research
  • FINRA Series 65, or Series 7 and 66 licenses
  • CFA designation preferred
  • Strong foundation in asset allocation and global capital markets
  • Experience with portfolio construction, manager research, investment due diligence, and performance evaluation
  • Strong understanding of economics and macro drivers of asset markets
  • Knowledge of modern portfolio theory, investment research, and quantitative portfolio analysis
  • Experience with back-testing, risk models, and optimization techniques is a plus

Compensation

  • We review internal pay, the competitive market, and business environment prior to extending an offer.
  • This position is eligible to participate in our annual incentive plan.

Company info

  • Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions.
  • We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers.
  • For more information, visit www.ally.com.
  • Ally is an equal opportunity employer committed to diversity and inclusion in the workplace.
  • All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.
  • We are committed to working with and providing reasonable accommodation to applicants with physical or mental disabilities.
  • For accommodation requests, email us at hrpolicy@ally.com.
  • Ally will not discriminate against any qualified individual who is capable of performing the essential functions of the job with or without reasonable accommodation.

Equal opportunity

  • Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion.

Visa & Work Authorization

  • At this time, Ally will not sponsor a new applicant for employment authorization for this position.
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