Matter Family Office is a multi-family office dedicated to helping families thrive for generations. Founded in 1990 and privately held, Matter provides family operations, wealth planning, investment management, family learning, and project management services to clients nationwide from offices in St. Louis, Denver, and Dallas. Our collaborative culture blends accountability and trust with optimism and fun.
Job DescriptionDo you have a proven track record in portfolio management and a desire to do more meaningful, complex work? Matter is seeking an experienced Portfolio Manager to join our Portfolio Management team. You will take ownership of client portfolios, engage directly with families and client teams on sophisticated investment needs, and bring Matter's integrated approach, spanning Investment Management, Wealth Planning & Coordination (WP&C), and Family Learning & Communication (FL&C), to life for the families you serve. You will also play an important role in mentoring the next generation of talent on our team.
As a Portfolio Manager, you will bring your expertise to Matter's portfolio management team and develop a thorough understanding of what Matter does for each of its families. You will manage assigned portfolios with independence, respond to complex client requests, and contribute to team initiatives, all while integrating WP&C and FL&C across your work.
Responsibilities- Develop and maintain deep knowledge of Matter's investment models and external managers
- Manage assigned portfolios for rebalancing opportunities, documenting and justifying exceptions to models
- Respond to special requests from client teams and families, including cash raises, hedging strategies, specialized trading, and investment opportunities
- Communicate effectively with client teams and families via email, presentations, and other formats
- Serve as a mentor to analysts on the team
- Manage projects as assigned by senior team members
- Bachelor's degree in business, finance, economics, or a quantitatively rigorous field
- 4+ years of experience in portfolio management
- Advanced proficiency in Microsoft Excel and experience using AI tools (e.g., Claude, ChatGPT)
- Experience working with brokerage and trading/portfolio management systems (e.g., Schwab, Fidelity, Tamarac, Addepar)
- Advanced credentials (CFA, CFP, CPA, MBA, or similar) preferred
Matter offers medical and dental plans with HSA/FSA options, employer-paid disability and life insurance, a 401(k) with employer match, and 10 paid holidays plus competitive vacation and sick leave. We also support continuing education, career growth, and community involvement.
Equal OpportunityMatter Family Office is an equal opportunity employer and considers all qualified applicants without regard to any characteristic protected by law. We are unable to sponsor work visas.
Skills Required
- Bachelor's degree in business, finance, economics, or a quantitatively rigorous field
- 4+ years of portfolio management experience
- Advanced proficiency in Microsoft Excel
- Experience using AI tools such as Claude or ChatGPT
- Experience with brokerage and trading or portfolio management systems such as Schwab, Fidelity, Tamarac, or Addepar
- Advanced credential such as CFA, CFP, CPA, MBA, or similar
What We Do
At Matter, families are our number-one priority. We lead the way on a purpose-driven path that supports each family’s unique goals and values through our exceptional investment management, wealth planning and coordination, and culture and legacy services. By guiding families through strategies that foster trust and communication, support inheritance and succession planning, and encourage intentional decision-making, Matter helps them thrive along with their wealth.
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