Portfolio Allocation & Advisory Evaluation Expert

Job Title: Portfolio Allocation & Advisory Evaluation Expert

Job Type: Part-Time / Contract

Location: Remote (US)

Job Summary

We invite you to join our customer's team as a Portfolio Allocation & Advisory Evaluation Expert. In this pivotal role, you will assess and benchmark the quality of wealth management outputs, multi-asset allocation frameworks, and advisory presentations. This is a unique opportunity for a seasoned professional to shape industry standards in portfolio construction and advisory excellence from anywhere in the US.

Key Responsibilities

1. Review investment policy statements (IPS), asset allocation proposals, and overall portfolio construction frameworks for alignment with client mandates.
2. Evaluate multi-asset portfolio structures, manager selection processes, fee considerations, and risk-adjusted performance metrics.
3. Assess the suitability of recommendations, portfolio diversification, drawdown risk, liquidity constraints, and tax-aware planning decisions.
4. Provide clear, structured written and verbal feedback on the rationale, analytical rigor, and presentation quality of advisory outputs.
5. Participate in recurring evaluation sessions to benchmark and distinguish advisory proficiency across levels and firms.
6. Identify strengths and improvement areas in asset allocation logic, planning strategy, and portfolio governance practices.
7. Contribute deep insights on public markets, private assets, alternatives, and best practices for multi-asset portfolios.

Required Skills and Qualifications

1. 5+ years' experience in wealth management, private banking, OCIO, family offices, or investment advisory roles.
2. Proficiency with asset allocation, IPS construction, manager due diligence, and multi-asset portfolio management (public/private).
3. Sound understanding of liquidity horizons, fee structures, risk tolerance mapping, and tax-aware investment decisions.
4. Exceptional written and verbal communication skills, with a keen eye for detail and clarity.
5. Demonstrated ability to assess, critique, and articulate complex portfolio proposals and rationale.
6. Familiarity with best-in-class portfolio governance and client reporting standards.

Preferred Qualifications

1. Experience advising UHNW/HNW clients or multi-generational family office portfolios.
2. Relevant designations such as CFA, CAIA, CFP, CIMA, CPWA, or FRM.
3. Exposure to alternative investments, co-investments, or private markets.