Home › Companies › Careers Ucbi Icims Com › Director of Portfolio Construction & Research
Director of Portfolio Construction & Research
Careers Ucbi Icims Com · Greenville, SC, US · Remote · Active · iCIMS
Job facts
| Field | Value |
|---|---|
| Company | Careers Ucbi Icims Com |
| Title | Director of Portfolio Construction & Research |
| Normalized title | - |
| Department / team | Wealth Management |
| Location | Greenville, SC, United States |
| Work model | Remote / Remote |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | iCIMS |
| Posted / first seen | 2026-03-26 / 2026-05-31 |
| Changed / last seen | 2026-06-01 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Careers Ucbi Icims Com. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through iCIMS. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Greenville. | Open |
| Department jobs | Active postings in Wealth Management. | Open |
| Work model jobs | Active Remote postings. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Careers Ucbi Icims Com |
| Source | 67d44b2a-d662-4608-8044-39fa27a8ca08 |
| ATS provider | iCIMS |
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 ID | 0a88e8c753dd641a6d7f44fbfc8382bcace02142 |
| Org ID | 3c4d23ae-2e60-45ee-b075-dffd8eb904d2 |
| Source ID | 67d44b2a-d662-4608-8044-39fa27a8ca08 |
| Board ID | 67d44b2a-d662-4608-8044-39fa27a8ca08 |
| Provider | icims |
| Provider Job Key | 1748 |
| Title | Director of Portfolio Construction & Research |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Greenville, SC, US |
| Department | Wealth Management |
| Team | — |
| Employment Type | full_time |
| Workplace Type | remote |
| Remote Policy | remote |
| Country | United States |
| Region | SC |
| City | Greenville |
| Salary Raw | 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. |
| Salary Min | 0 |
| Salary Max | 0 |
| Salary Currency | USD |
| Salary Period | — |
| Source URL | https://careers-ucbi.icims.com/jobs/1748/director-of-portfolio-construction-%26-research/job |
| Apply URL | https://careers-ucbi.icims.com/jobs/1748/director-of-portfolio-construction-%26-research/job |
| First Seen At | 2026-05-31 18:42:05Z |
| Last Seen At | 2026-06-06 20:35:32Z |
| Last Checked At | 2026-06-06 20:35:32Z |
| Last Changed At | 2026-06-01 13:54:00Z |
| Inactive At | — |
| Source Posted At | 2026-03-26 04:00:00Z |
| Source Updated At | 2026-03-26 15:21:38Z |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=icims/board=careers-ucbi.icims.com/date=2026-06-06/2026-06-06T20-35-27-788Z-f6b966517de3ebc2be0e797e0c80436c5159273a07ac7627a6f169d4f53b1fcd.json |
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