Portfolio Manager

Salary: $250,000 Bonus Equity

Location: Orlando, FL (Relocation Consideration)

Why This Portfolio Manager Opportunity Stands Out

This Portfolio Manager opportunity offers the chance to join a growing investment platform focused on expanding its product suite and bringing new strategies to market. The Portfolio Manager will play a key role in both developing new investment products and managing existing portfolios within a collaborative, high-performing environment.

What Makes This Portfolio Manager Role Compelling

• Opportunity to lead new product development and investment strategy creation
• High visibility with senior leadership and investment committees
• Blend of portfolio management and strategic growth initiatives
• Exposure to ETF and fund strategy development
• Collaborative environment with cross-functional interaction across investment, compliance, and client teams
  
  

This Portfolio Manager role is ideal for a seasoned investment professional who enjoys both managing portfolios and building new strategies from the ground up.

Key Responsibilities of the Portfolio Manager

• Support the development and launch of new investment strategies and products
• Manage portfolio construction, asset allocation, and rebalancing activities
• Oversee risk management including liquidity, concentration, and performance tracking
• Prepare and present investment commentary, performance analysis, and attribution reporting
• Partner with leadership on investment committee discussions and strategic direction
• Collaborate with client-facing teams to support investor communications and due diligence
• Ensure compliance with regulatory requirements and industry standards
• Mentor junior team members and contribute to overall investment team development
  
  

Qualifications For The Portfolio Manager

• 10 years of experience in asset management or a related field
• 5 years of direct portfolio management experience
• CFA designation required
• Strong knowledge of equity markets, portfolio construction, and quantitative strategies
• Experience with ETFs, mutual funds, or similar investment vehicles
• Proficiency with financial data platforms and portfolio analytics tools
• Strong communication skills with the ability to present to leadership and clients
  
  

This Portfolio Manager opportunity is best suited for a strategic, analytical investment professional looking to take ownership of both portfolio management and product development within a growing and evolving investment platform.

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