Portfolio Allocation & Advisory Evaluation Expert

Portfolio Allocation&Advisory Evaluation Expert

Part-Time/Contract

Remote(US)

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.

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

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

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