Portfolio Manager

SPCM is seeking a Portfolio Manager to play a key role in both our investment process and client experience.

Location: Littleton, Colorado

Schedule: In-office Monday through Thursday with remote work flexibility on Fridays

Compensation: Base salary of $120,000-$140,000 dependent on experience and qualifications, plus annual incentive compensation beginning at 10% of base and long-term economic participation opportunities

Benefits: Full medical benefits, paid time off, hybrid work schedule, significant long-term career growth opportunities within the organization

This position is approximately:

• 70% investment management and portfolio operations
• 30% client-facing responsibilities

The ideal candidate enjoys combining analytical investment work with meaningful client relationships and is excited to contribute to a growing wealth management firm.

About SummitPoint Capital Management

SPCM is an independent wealth management firm serving successful individuals, families, and business owners through comprehensive financial planning and investment management.

Our investment philosophy is rooted in evidence-based investing, broad diversification, thoughtful risk management, and maintaining perspective through changing markets. We're equally committed to building a firm where talented professionals can do meaningful work, continuously improve, and help shape the future of the business. We value curiosity, humility, collaboration, accountability, and a genuine commitment to serving others. As we build a firm designed for decades, not quarters, our focus is on delivering institutional-quality investment management with an exceptional client experience while creating a workplace where talented professionals can grow alongside the business.

Who We're Looking For

Primary Responsibilities:

• Conduct due diligence and ongoing monitoring of mutual funds, ETFs, alternative investments, and third-party managers
• Support asset allocation decisions and portfolio construction across client portfolios
• Execute portfolio trading and rebalancing activities
• Oversee investment operations, including cash management, model maintenance, and implementation workflows
• Monitor portfolio drift, tax management opportunities, and risk exposures
• Evaluate new investment strategies and capital market themes for client implementation
• Participate in client review meetings alongside lead advisors
• Explain portfolio positioning, investment strategy, and market developments to clients
• Prepare research reports, investment commentary, and client communications
• Support prospective client meetings as an investment resource when appropriate
• Serve as an internal investment expert for advisors and clients

Qualifications:

• 5 years of experience in investment management, portfolio management, trading, research, or wealth management
• Experience working with high-net-worth clients and advisory teams
• Exceptional analytical and communication skills
• Ability to thrive in a collaborative, entrepreneurial environment
• Background in private market due diligence is a plus

Preferred designations include:

• CFA Charter holder or candidate
• CFP® professional
• CIMA® designation
• MBA or related advanced degree

Long-Term Opportunity

We're looking for someone who wants more than a portfolio management role. As SummitPoint grows, exceptional contributors will have opportunities to share in the firm's long-term success through expanded leadership responsibilities, profit sharing, synthetic equity, and potential future ownership opportunities. We'd like to add someone to the team who wants to help build an enduring firm and share in the value created over time. 

If you or anyone you know is interested, please reach out to us at info@summitpoint-cap.com.

Investment advisory services offered through SummitPoint Capital Management, a registered investment adviser. The views expressed represent the opinion of SummitPoint Capital Management. Information does not constitute investment, tax, or legal advice.