Job Description
The Portfolio Manager will be have the responsibility to manage a large, multi-million dollar public equities portfolio on behalf of a Boston based, prestigious Family Office. Whilst the trades will be made by the family member (initially, at least), this position will be responsible for idea generation, in depth financial analysis, market monitoring and formulating and presenting market recommendations. As time progresses, the Portfolio Manager will earn execution authority. To confirm, this will be an active and opportunistic trading desk and sit alongside an existing investment team. We are looking for someone experienced in more active, short, leverage investment style vs long term. Main duties and responsibilities will include the following:
1. Conduct industry research and analysis to assist in the identification and/or analysis of public equities
2. Execute on buy/ sell/ hold equities
3. Develop tools to streamline trading processes and procedures
4. Perform daily work with a focus on risk management in a highly-collaborative team environment
5. Liaise with various internal and external stakeholders
6. Maintain electronic files, including financial documents, quarterly reports, due diligence materials, and other pertinent documentation
7. Analyze financial information, calculating performance, completing attribution analysis and other metrics as requested
8. Assist in the creation of investment presentations, including the creation of charts and graphs to illustrate analysis and performance
9. Assist in forecasting business and economic conditions for use in making investment decisions
10. Track portfolio performance
11. Collaborate with other asset classes and other areas of the business
12. Ensure all trading operations are in compliance with local laws and regulatory procedures.
Please note that this is not a remote opportunity and a presence in the office in Downtown Boston is required.
Apply today using the link provided and your resume will be considered within 48 hours of application.