Lead Portfolio Manager

2 hours, 22 minutes ago
Full-time
Senior
Finance and Accounting
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Rebalance quantitative active equity and options overlay portfolios.
  • Generate fundamental insights for stock selection, options overlay, portfolio construction, and risk management.
  • Conduct financial statement analysis on holdings or situations that may affect models and portfolios, and present recommendations to the CIO.
  • Perform portfolio analysis including benchmark-relative positioning, scenario analysis, and risk assessment across multiple dimensions.
  • Manage daily portfolio operations such as account exceptions, corporate actions overrides, cash maintenance, and account onboarding.
  • Maintain infrastructure and information systems to preserve process integrity and verify signal accuracy.
  • Design portfolio analysis templates and monitoring systems to streamline investment operations and new client onboarding.
  • Monitor model performance, identify signal-related issues, and implement process improvements.
  • Work with quantitative research analysts to translate investment insights into a systematic, data-driven investment process.
  • Communicate portfolio positioning, run performance attribution, prepare commentary, and respond to client inquiries on holdings and positioning.

Requirements

  • 3+ years of professional investing experience, ideally in a buy-side portfolio management group with exposure to both systematic strategies and concentrated portfolios.
  • Experience managing and trading stocks and options portfolios.
  • Strong analytical, problem-solving, and attention-to-detail skills.
  • Strong communication and presentation skills, with some client-facing responsibilities expected.
  • Advanced Excel modeling skills, including pivot tables and VBA.
  • Programming experience or the ability to ramp up in Python, SQL, and Bloomberg.
  • Understanding of quantitative investing methods, including asset allocation, systematic strategies, signal combination, risk management, trading cost modeling, and portfolio construction is preferred.
  • Interest in working on an integrated quantitative and fundamental investment team with appreciation for both disciplines.
  • Progress toward CFA or FRM is viewed positively.
  • Series 65 is preferred.

Benefits

  • Annual base salary range of $110,000 to $120,000.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.
  • Exempt position with potential compensation adjusted for experience, expertise, location, and skill set.

Interested in this position?

Apply directly on the company website

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