Portfolio Manager

Founded in 1988, Hirtle Callaghan has been serving families and nonprofit organizations as their trusted investment office for over 35 years.

Our mission is to strengthen the families and institutions who positively impact the world by protecting and growing their investment assets. Our clients inspire us with their trust, and we know if we do our jobs well, it will mean more scholarships, more programs, more innovation, and more progress.

Hirtle Callaghan pioneered the model of the outsourced Chief Investment Officer (OCIO.) Our structure replicates that of the world’s most successful institutions, which have their own internal investment offices led by a highly qualified Chief Investment Officer. We deliver the same powerful advantages to families and nonprofits who choose to outsource rather than hire and manage investment staff in-house.

As an OCIO, we take an approach that is highly personalized, building customized investment portfolios to meet our clients’ unique goals. In choosing us as an investment partner, our clients gain access to a fully resourced investment office with sophisticated investment capability, purchasing power, access to skilled managers and full transparency.

As a Portfolio Manager at Hirtle Callaghan, you will serve as the trusted fiduciary and investment advisor for high-net-worth families, delivering custom investment solutions within a fully discretionary, OCIO framework. You will play a strategic role in expanding our presence in the Pittsburgh region, deepening multi-generational client relationships, and contributing to a high-performance, client-first culture.

Client Relationship Management:

• Develop a nuanced understanding of each client’s goals, family dynamics, tax sensitivities and legacy planning needs to craft long-term, bespoke investment solutions.
• Oversee portfolios with sensitivity to after-tax returns.
• Proactively engage with clients through regular reviews, strategic updates, and high-touch, personal service.
• Coordinate with clients’ external advisors (estate attorneys, CPAs, insurance professionals) to ensure cohesive financial outcomes.
• Serve as a trusted voice in family governance, philanthropy, and rising generation education when appropriate.

Investment Execution:

• Drive the construction, implementation, and continuous oversight of customized portfolios aligned with clients’ objectives and risk tolerances — with a strong focus on after-tax, after-fee outcomes.
• Leverage firm-wide investment strategy, research, and manager selection capabilities to deliver high-conviction allocations across public and private markets.
• Serve as an interpreter of markets and risk, translating complex ideas into actionable insights for clients.
• Maintain a disciplined approach to documentation, compliance, and risk oversight in accordance with OCIO and fiduciary best practices.

Market Development and Leadership

• Represent Hirtle Callaghan in the Pittsburgh market — building relationships with centers of influence, engaging in the community and identifying new opportunities.
• Contribute to a collaborative, innovative culture of excellence by mentoring team members and sharing best practices.
• Embrace technology and firm systems (CRM, portfolio tools, compliance) to ensure transparency, consistency, and scalability.

Qualifications & Attributes

• Bachelor’s Degree in Finance, Accounting or Economics
• Relevant advanced credentials or professional certification (e.g., CFA, CFP or MBA)
• Minimum 8 + years of experience in family wealth management with direct client relationship responsibility
• Holds, or is prepared to obtain, Series 3 and Series 65
• Experience serving as a discretionary advisor or fiduciary under an OCIO or similar model.
• Comfortable guiding clients through complex planning issues — tax, trust & estate, philanthropy, or liquidity events
• High emotional intelligence, executive presence, and ability to build trust with UHNW families and multi-generational stakeholders
• Entrepreneurial mindset with a desire to build a market and a practice, not just manage a book
• Ability to distill complex problems in understandable, actionable strategies and implement change
• Well–developed investment knowledge of asset allocation and all asset classes with a strong investment solution orientation
• Charisma and character that inspires clients, colleagues and the marketplace
• High intellectual curiosity and attention to detail
• Willingness to travel as needed
• Excellent verbal and written communication skills

At Hirtle, Callaghan & Co., we don’t just accept difference – we celebrate it, we support it, and we thrive on it for the benefit of our clients and our employees. Hirtle, Callaghan & Co. is proud to be an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability status, gender identity or orientation, Veteran Status, or any other characteristic protected by federal, state or local laws. If you have a disability or special need that requires accommodation, please let us know.

No agencies please.