Director of Portfolio Management
Core
Driving strategic growth of the Investments team by leading key initiatives and shaping investment direction for long-only, long-short equity, and multi-factor strategies.
Role type
Senior IC Director of Portfolio Management
Builds
Systematic long-short equity portfolios and scalable operational frameworks
Domain
Institutional investing, quantitative portfolio management, tax-aware strategies
Deliverable
production ML models
Required skills
Quantitative portfolio management, tax-aware long-short equity multi-factor strategies, risk exposure evaluation, factor performance analysis, custodian integration, regulatory compliance, root-cause analysis, strategic cross-functional project leadership, mentoring investment talent
Preferred skills
Market and competitive landscape research, translating investment research into systematic processes, clear concise communication, thriving in fast-paced environments
Technologies
None stated
Responsibilities
Lead and oversee portfolio management and operations across long-only, long-short equity, and multi-factor strategies; Play a central role onboarding and managing systematic long short equity portfolios; Support the design and implementation of UMH tax strategy; Collaborate with Investment Strategy and Research to evaluate risk exposures, factor performance, and turnover; Partner with Investment Operations to solve complex custodian integrations and regulatory requirements; Lead cross-functional projects to elevate client engagement and build scalable, repeatable operational frameworks; Proactively identify and highlight emerging risks and lead root-cause analyses; Drive multiple strategic cross-functional projects by researching the market and competitive landscape
Seniority
Director, hands-on IC with mentorship responsibilities