Portfolio Manager

Company Overview

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Job Summary

The Portfolio Manager will be responsible for managing assigned portfolios to align with the fund's investment objectives while adhering to client-specified and regulatory constraints. The role involves proactive engagement in value generation through innovative trading strategies, risk management, and a collaborative approach to enhance the investment process.

Responsibilities

• Manage assigned portfolios to meet or exceed performance standards while ensuring compliance with investment objectives and regulations.
• Proactively generate value through various strategies including trading techniques, corporate action elections, and tax mitigation.
• Ensure prudent management of portfolio risk and maintain the integrity of investment and operational processes through sound risk management practices.
• Stay informed about regulatory frameworks impacting assigned portfolios.
• Utilize knowledge of various investment vehicles, including derivatives and currency hedging strategies, to enhance portfolio performance.
• Apply quantitative techniques and models, together with market experience, to product development, portfolio management, and risk budgeting.
• Understand index provider methodologies and manage index changes in the market with a balanced risk approach.
• Attribute fund performance and analyze sources of portfolio risk relative to benchmarks.
• Contribute to system and process enhancements, collaborating with the internal technology team and external vendors for ETF platform development.
• Evaluate new markets to support product launches related to portfolio management.
• Build relationships across the organization to execute new initiatives and improve client experiences.
• Foster a positive team culture and optimal work environment.

Qualifications

• Experience:
  • Minimum of 3 years of ETF and index portfolio management experience.
  • Over 10 years of overall experience in the investment industry.
• Education:
  • BA/BSc degree required.
  • CFA (Chartered Financial Analyst) designation preferred.
• Skills:
  • Strong analytical and problem-solving skills with attention to detail.
  • Proficient in quantitative analysis, including optimization and risk models.
  • Excellent verbal and written communication skills.
  • Strong teamwork and relationship-building capabilities.
  • Ability to multi-task and prioritize assignments in a fast-paced environment.
  • Self-motivated and curious nature.

Preferred Skills

• Programming skills are desired, enhancing quantitative analysis and reporting capabilities.

Experience

• Candidates should possess at least 3 years of experience specifically in ETF and index portfolio management, along with 10+ years in the broader investment industry.

Environment

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Salary

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Growth Opportunities

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Benefits

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