Portfolio Strategy Manager (Equities)
Core
Deliver Capital Group's investment strategies across client vehicles by exercising independent investment judgment, overseeing vehicle outcomes, and evolving systematic portfolio construction.
Role type
Senior IC Portfolio Strategy Manager (Equities)
Builds
Customized investment vehicles and systematic portfolio strategies for end investors
Domain
Asset Management / Equities
Deliverable
production ML models | product features
Required skills
quantitative portfolio investing, index/active strategy replication, securities operations, asset allocation, investment mandates, regulatory environment, change management, stakeholder influence
Preferred skills
financial services leadership, complex global organization management
Technologies
investment models, portfolio construction frameworks
Responsibilities
Exercise independent investment judgment to deliver investment convictions across vehicles; Review and approve investment model designs and portfolio construction approaches; Monitor vehicle portfolios for risk, return, and adherence to guidelines; Represent the PSM capability internally and externally to clients and partners; Lead or support vehicle reviews and governance forums; Collaborate on developing new investment offerings and systematic portfolio customization.
Seniority
Senior, hands-on IC with leadership capacity
