CareerPlan

Equity Solutions Portfolio Manager

Boston, MA, United StatesFull-time$120k–$225k2026-10-14 → 2026-11-11
Hybrid

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