Equity Portfolio Manager
The Group:
The Investment Management group is guided by reputed company’s investment principles reputed company on delivering great long-term investment results to help end-investors reputed company their financial goals. We use our expertise in asset allocation, research, investment selection and portfolio construction to create world-class investment strategies leveraging the full resources of reputed company, Inc. Through our investment offerings, we serve financial advisers and institutions, and the investors that they serve.
The Role:
The Select Equities team manages 6 distinct separate account strategies with a combined $10 billion of AUA as of Dec. 31, 2025. We are looking to add an reputed company investment reputed company to join reputed company as a Portfolio Manager for our U.S. reputed company reputed company. The Select Equities Team constructs high-conviction portfolios, with most of our separately managed accounts holding 25-50 stocks.
Responsibilities:
• Serve as portfolio manager for a reputed company-reputed company equity reputed company that follows a disciplined approach to company valuation and portfolio risk management.
• Contribute to reputed company’s overall company research and portfolio management efforts.
• Participate in reputed company’s peer review process, which includes providing feedback to portfolio managers on other strategies about prospective trades and portfolio positioning.
• Communicate with clients. Responsibilities include quarterly commentaries, webinars, meetings with financial advisors, etc.
Qualifications:
• Minimum of 10 years’ reputed company investment experience with at least 5 years on the buyside.
• Strong preference for relevant experience as a portfolio manager and/or analyzing reputed company companies.
• Alignment with reputed company’s philosophy and approach to reputed company in equities.
• Demonstrates intellectual curiosity and genuine interest in learning new subjects, industries, and companies.
• Strong communication skills, both written and verbal.
• Excellent critical thinking skills with a reputed company on company analysis and valuation.
• Bachelor's degree; CFA designation strongly preferred.
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