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HomeCompaniesCareers Ucbi Icims ComDirector of Portfolio Construction & Research

Director of Portfolio Construction & Research

Careers Ucbi Icims Com · Greenville, SC, US · Remote · Active · iCIMS

Job facts

FieldValue
CompanyCareers Ucbi Icims Com
TitleDirector of Portfolio Construction & Research
Normalized title-
Department / teamWealth Management
LocationGreenville, SC, United States
Work modelRemote / Remote
Employment typeFull Time
Salary-
Statusactive
ATS provideriCIMS
Posted / first seen2026-03-26 / 2026-05-31
Changed / last seen2026-06-01 / 2026-06-06

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Linked records

CompanyCareers Ucbi Icims Com
Source67d44b2a-d662-4608-8044-39fa27a8ca08
ATS provideriCIMS

Description

Overview The Director of Portfolio Construction & Research will lead a team of research analysts within UC Wealth. The research analysts will be charged with optimizing UC Wealth’s open architecture portfolio management process which lies at the core of UC Wealth’s exercise of discretionary asset management. The team will be responsible for outside manager searches, due diligence on approved managers and the construction of a spectrum of investment portfolios optimized for different risk and reward characteristics. The team will maintain the list of managers approved by the Asset Management Council, publish investment performance information and fact sheets on the approved managers. Perform regular due diligence on same. The team will also communicate developments in markets and the economy internally to UC Wealth and externally to its clients. The Director will lead this effort, supervise the research analysts, and communicate the results of their research to the Asset Management Council, as well as the Team Members of UC Wealth.Position is available in Greenville, SC or Orlando, FL What You’ll Do 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. Compliance Training: Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Requirements For Success Bachelor's degree in Finance or a related field, graduate degree preferred. 5 or more years’ experience in investment management. Investment management, Portfolio Analysis Communication of recommended portfolios and managers to field Communication of market and economic conditions Preferred Skills: CFA holder or CFA candidate Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Pay Range USD $0.00 - USD $0.00 /Yr.

Full job record

Job ID0a88e8c753dd641a6d7f44fbfc8382bcace02142
Org ID3c4d23ae-2e60-45ee-b075-dffd8eb904d2
Source ID67d44b2a-d662-4608-8044-39fa27a8ca08
Board ID67d44b2a-d662-4608-8044-39fa27a8ca08
Providericims
Provider Job Key1748
TitleDirector of Portfolio Construction & Research
Normalized Title
Statusactive
Activeyes
Location TextGreenville, SC, US
DepartmentWealth Management
Team
Employment Typefull_time
Workplace Typeremote
Remote Policyremote
CountryUnited States
RegionSC
CityGreenville
Salary RawOverview The Director of Portfolio Construction & Research will lead a team of research analysts within UC Wealth. The research analysts will be charged with optimizing UC Wealth’s open architecture portfolio management process which lies at the core of UC Wealth’s exercise of discretionary asset management. The team will be responsible for outside manager searches, due diligence on approved managers and the construction of a spectrum of investment portfolios optimized for different risk and reward characteristics. The team will maintain the list of managers approved by the Asset Management Council, publish investment performance information and fact sheets on the approved managers. Perform regular due diligence on same. The team will also communicate developments in markets and the economy internally to UC Wealth and externally to its clients. The Director will lead this effort, supervise the research analysts, and communicate the results of their research to the Asset Management Council, as well as the Team Members of UC Wealth.Position is available in Greenville, SC or Orlando, FL What You’ll Do 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. Compliance Training: Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc. Requirements For Success Bachelor's degree in Finance or a related field, graduate degree preferred. 5 or more years’ experience in investment management. Investment management, Portfolio Analysis Communication of recommended portfolios and managers to field Communication of market and economic conditions Preferred Skills: CFA holder or CFA candidate Conditions of Employment Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions Pay Range USD $0.00 - USD $0.00 /Yr.
Salary Min0
Salary Max0
Salary CurrencyUSD
Salary Period
Source URLhttps://careers-ucbi.icims.com/jobs/1748/director-of-portfolio-construction-%26-research/job
Apply URLhttps://careers-ucbi.icims.com/jobs/1748/director-of-portfolio-construction-%26-research/job
First Seen At2026-05-31 18:42:05Z
Last Seen At2026-06-06 20:35:32Z
Last Checked At2026-06-06 20:35:32Z
Last Changed At2026-06-01 13:54:00Z
Inactive At
Source Posted At2026-03-26 04:00:00Z
Source Updated At2026-03-26 15:21:38Z
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