Portfolio Manager

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Portfolio Manager Compensation:

$250,000 + Bonus +

Equity Location:

Orlando, FL (Relocation Available) About the Opportunity This is a premier opportunity for an experienced investment professional to join a growing and dynamic asset management platform. The Portfolio Manager will play a critical role in both shaping new investment strategies and managing existing portfolios, contributing directly to the firm's expansion and long-term growth. This role offers a unique blend of portfolio management and product innovation, with significant exposure to senior leadership and investment decision-makers. Why This Role Stands Out Opportunity to lead the development and launch of new investment strategies High visibility with senior leadership and participation in investment committee decisions Combination of portfolio management and strategic product growth Exposure to ETF and fund structure development Collaborative, high-performing environment with cross-functional engagement Attractive compensation package including bonus and equity participation Core Responsibilities Contribute to the design, development, and launch of new investment products and strategies Oversee portfolio construction, asset allocation, and rebalancing activities Monitor and manage risk, including liquidity, concentration, and performance metrics Prepare investment commentary, performance reports, and attribution analysis Participate in investment committee discussions, providing insight on strategy and market conditions Partner with client-facing teams to support investor communications, presentations, and due diligence efforts Ensure adherence to regulatory requirements and internal compliance standards Mentor junior investment professionals and support overall team development Qualifications 10+ years of experience in asset management or a related investment field 5+ years of direct portfolio management experience CFA designation required Deep understanding of equity markets, portfolio construction, and investment strategies Experience with ETFs, mutual funds, or similar investment vehicles Proficiency with financial data platforms and portfolio analytics tools Strong communication skills with the ability to present insights to both leadership and clients Ideal Candidate Profile This role is suited for a strategic, forward-thinking investment professional who thrives in both portfolio management and product development environments. The ideal candidate combines strong market expertise with the ability to build and scale investment strategies, while effectively communicating with stakeholders across the organization. EB-1703169571