Equity Solutions Portfolio Manager
Core
Managing equity solutions portfolios and driving investment results for institutional clients through multi-manager allocation and bespoke research.
Role type
Senior allocator/portfolio manager (equity solutions)
Builds
Multi-manager, multi-asset, and custom outcome-oriented portfolios for institutional clients
Domain
Global capital markets / Institutional asset management
Required skills
Quantitative and fundamental investment skills, risk management, manager/strategy research, portfolio construction, data modeling, investment process design
Preferred skills
Advanced degree in quantitative field, CFA or CAIA charter, experience with Barra/Axioma/Bloomberg/FactSet/Morningstar
Technologies
Barra, Axioma, Bloomberg, FactSet, Morningstar
Responsibilities
Manage equity solutions to drive strong investment results; contribute to PM allocation discussions on risk and manager allocations; generate original research for team and clients; collaborate with investment platform leadership on succession planning; work with analysts to understand PM positioning; design new solutions and manage solution lifecycle events; drive best-in-class analytics across the platform
Seniority
Senior, hands-on IC with strategic oversight