1 день назад
Equity Portfolio Manager
195 600 - 299 916$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Equity Portfolio Manager (U.S. Growth Equities): Managing a growth-focused equity strategy and constructing high-conviction portfolios with an accent on company valuation, equity research, and portfolio risk management. Focus on analyzing growth companies, reviewing prospective trades and portfolio positioning, and communicating investment views to clients and financial advisers.
Location: Chicago preferred; hybrid work with four days in-office each week in most locations. Applications from qualified candidates in other locations are also welcome.
Total annual cash compensation: $195,600–$299,916.66, including base salary and target incentive.
Company
provides investment research, asset allocation, investment selection, portfolio construction, and investment management services for financial advisers, institutions, and investors.
What you will do
- Manage a growth-focused U.S. equity strategy using a disciplined approach to company valuation and portfolio risk management.
- Construct and manage high-conviction portfolios, generally holding 25–50 stocks.
- Contribute to company research and the broader portfolio management process.
- Participate in peer reviews by providing feedback on prospective trades and portfolio positioning across other strategies.
- Communicate investment views through quarterly commentaries, webinars, and meetings with financial advisers and clients.
Requirements
- At least 10 years of professional investment experience, including a minimum of 5 years on the buyside.
- Strong preference for portfolio management experience and/or experience analyzing growth companies.
- Alignment with ’s equity investment philosophy and approach.
- Strong written and verbal communication skills, intellectual curiosity, and interest in learning about new industries and companies.
- Excellent critical thinking focused on company analysis and valuation.
- Bachelor’s degree; CFA designation strongly preferred.
Culture & Benefits
- Hybrid work environment designed for regular in-person collaboration.
- 401(k) match of up to 6% of salary and potential stock ownership.
- Medical, dental, and vision coverage with potential premium discounts and HSA contributions.
- Trust-based time off, a six-week paid sabbatical, family caregiving leave, and paid parental leave.
- Leadership coaching, formal mentorship, tuition reimbursement, and an annual $1,000 flex stipend.
- Life and disability insurance, charitable matching, paid volunteering days, and employee resource groups.
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