Job Description:

The Equity Research Portfolio Strategy team is seeking a Lead Portfolio Manager to run coverage on the Small Cap portfolio and backup coverage on the Mid Cap portfolio. Our team manages long-only concentrated portfolios across different strategies. You will be primarily responsible for providing strategic investment guidance related to constructing and managing equity portfolios.

This position will report directly into our Head of Global Wealth Management Portfolio and Investment Strategy.

Lead portfolio manager on a small cap portfolioServe as back up Portfolio Manager on additional portfolios, likely our mid cap portfolioSourcing new investment ideasWorking closely with the team’s risk manager to ensure the portfolio operates within our frameworkRegularly interact with our global fundamental analysts, strategists and economistsAttend conferences and company meetings

Requirements:

2-5 years of experience as a lead portfolio manager5+ years within the financial services industrySmall and mid-cap experience preferableHave a track record of proactively sourcing ideasTrack record should reflect generating excess returns from stock selectionMust be willing to work in a collaborative team environmentAbility to communicate effectively with internal colleagues and external clients

Shift:

1st shift (United States of America)

Hours Per Week: 

40