Portfolio Strategist, Investing Strategy

Permanent Capital Partners is looking for a Portfolio Strategist to join their investment team in Chicago. This role is essential for connecting client families with the Chief Investment Officer and enhancing the overall client experience. The ideal candidate will have extensive experience in portfolio management and a strong ability to communicate complex financial concepts clearly. If you enjoy building relationships and crafting tailored investment strategies, this could be the perfect opportunity for you.

What You’ll Do

• Lead conversations with clients to understand their financial goals and needs.
• Build and maintain strong relationships with client families.
• Communicate investment strategies clearly to clients.
• Construct and manage comprehensive portfolio strategies.
• Optimize after-tax returns for client portfolios.
• Collaborate with the Chief Investment Officer on investment decisions.
• Prepare detailed reports and presentations for clients.
• Model various financial scenarios to support investment planning.

What You Need

• Bachelor’s degree required; Master’s degree preferred.
• CFA preferred; CFP, CIMA, or CPWA are also valued.
• 10+ years of experience in family office, private bank, or private wealth division.
• Expertise in after-tax portfolio management.
• Familiarity with complex planning structures.
• Experience with UHNW reporting platforms like Addepar.
• Proficient in Microsoft Office and Bloomberg.
• Ability to integrate Large Language Models into workflows.

What You’ll Love

• Work in a supportive, high-trust team environment.
• Engage with interesting and diverse client families.
• Opportunity for personal and professional growth.
• Be part of a firm that values integrity and relationship-building.
• Enjoy a culture that celebrates enthusiasm and collaboration.

About the Firm

• Permanent Capital Partners focuses on ultra-high-net-worth families.
• The firm emphasizes long-term wealth preservation and tax efficiency.
• They prioritize building trust and strong relationships with clients.
• The team is committed to independent thinking and original perspectives.