Director of Investor Relations

Posted 14 Days Ago
Be an Early Applicant
Bethesda, MD, USA
In-Office
120K-140K Annually
Senior level
Financial Services
The Role
The Director of Investor Relations represents Potomac’s investment strategies to advisors, consultants, family offices, institutional investors, and due diligence teams. Responsibilities include presenting research, supporting fundraising and business development, developing thought leadership content, responding to prospects and clients, and collaborating on investment products. The role requires strong financial-market knowledge, communication skills, investment research experience, and 7+ years in asset management, investor relations, institutional sales, consulting, or related fields.
Summary Generated by Built In
The Opportunity 

At Potomac, we’re not for everyone—and that’s by design. We attract people who think critically, communicate clearly, and execute with urgency. People who care deeply about their work and don’t need handholding to make things happen.  

We’re a boutique tactical asset manager with a differentiated product that serves the independent broker-dealer and RIA channel  

Headquartered in Bethesda, MD, we combine institutional-grade investment expertise with a quantitative process that is Built to Conquer Risk®.  

Summary 

As Director of Investor Relations, you'll sit at the intersection of investment management, product development, and business development. You'll serve as the trusted voice behind Potomac's tax-loss harvesting, direct indexing, and hedge fund strategies—presenting to advisors, consultants, family offices, and institutional allocators, and helping turn sophisticated research into relationships. This is a full-time, on-site position in Bethesda, MD.


What You'll Do
  • Serve as a subject matter expert for Potomac's tax-loss harvesting, direct indexing, and hedge fund strategies.
  • Participate in meetings with advisors, consultants, family offices, institutional investors, and due diligence teams.
  • Present investment research and portfolio insights to internal and external audiences.
  • Support fundraising, business development, and strategic growth initiatives.
  • Develop presentations, white papers, market commentary, and educational content.
  • Respond to client and prospect inquiries and help deepen existing relationships.
  • Collaborate with portfolio managers and researchers on new products and investment solutions.
Who You Are
  • Intellectually curious, passionate about markets, and skeptical of easy answers.
  • Comfortable engaging sophisticated investors and challenging conventional wisdom.
  • Able to communicate complex ideas with clarity and conviction, to technical and non-technical audiences alike.
Required Qualifications
  • 7+ years of experience in one or more of: Portfolio Management, Investment Research, Investor Relations, Institutional Sales, Investment Consulting, or Wealth/Asset Management.
  • Strong presentation skills and executive presence.
  • Excellent written and verbal communication skills.
  • Strong understanding of financial markets, portfolio construction, and risk management.
  • Demonstrated ability to conduct investment research and evaluate investment strategies.
  • Experience presenting to investment committees, boards, consultants, allocators, or due diligence teams.
  • Experience using AI tools to improve research and productivity.
Preferred Qualifications
  • Experience with tax-loss harvesting, direct indexing, factor investing, momentum, trend following, tactical asset allocation, or alternative investments.
  • Experience within an RIA, asset manager, hedge fund, family office, or institutional consulting firm.
  • CFA, CMT, CAIA, CQF, or similar designation.
  • Published research, market commentary, conference presentations, or other evidence of thought leadership.
Objectives
  • Become a trusted representative for Potomac's tax-loss harvesting and hedge fund strategies.
  • Develop strong relationships with advisors, consultants, and allocators.
  • Create thought leadership content that elevates Potomac's profile.
  • Establish yourself as a recognized expert in systematic investing and portfolio management.


Potomac is not your typical asset manager. We cut through the industry BS with brutal transparency and an obsession with execution. If you’re looking for a slow pace and low volume, this isn’t for you. 

If you want to drive, build, and scale, this is your shot. 


Salary range: 120K-140K


Benefits:
  • Medical insurance
  • Vision insurance
  • Dental insurance
  • Health savings account option
  • 401(k) & other retirement benefits
  • Paid maternity leave
  • Paid paternity leave
  • Commuter benefits
  • Disability insurance
  • Paid time off

Skills Required

  • 7+ years of experience in portfolio management, investment research, investor relations, institutional sales, investment consulting, or wealth/asset management
  • Strong presentation skills and executive presence
  • Excellent written and verbal communication skills
  • Strong understanding of financial markets, portfolio construction, and risk management
  • Demonstrated ability to conduct investment research and evaluate investment strategies
  • Experience presenting to investment committees, boards, consultants, allocators, or due diligence teams
  • Experience using AI tools to improve research and productivity
  • Experience with tax-loss harvesting, direct indexing, factor investing, momentum, trend following, tactical asset allocation, or alternative investments
  • Experience within an RIA, asset manager, hedge fund, family office, or institutional consulting firm
  • CFA, CMT, CAIA, CQF, or similar designation
  • Published research, market commentary, conference presentations, or other evidence of thought leadership

Potomac Fund Management, Inc. Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Potomac Fund Management, Inc. and has not been reviewed or approved by Potomac Fund Management, Inc..

  • Healthcare Strength — Health coverage is positioned as strong, with the employer having highlighted full individual‑premium coverage previously and public listings indicating standard medical, dental, and vision options.
  • Leave & Time Off Breadth — Unlimited PTO is advertised alongside paid holidays, indicating broad time‑off availability.
  • Wellbeing & Lifestyle Benefits — Employer‑paid personal financial advice and a tax‑prep stipend are offered, and company social events and professional development are featured.

Potomac Fund Management, Inc. Insights

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The Company
HQ: Bethesda, Maryland
47 Employees
Year Founded: 1987

What We Do

Our mission is to give Financial Advisors like you, the confidence to reach higher. Grow Faster. Explore further. UNION UMA TAMP Run your whole business from one platform—and get unique, personalized guidance to help your clients control risk. INVESTMENT STRATEGIES Select from a range of tactical strategies built to manage risk in a variety of market environments. RESEARCH Master the markets with a direct line to the same research that drives our own investment decisions. Disclosure: http://bit.ly/2l3OvaL

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