The Portfolio Manager II supports the management of, and ongoing research for, all internally managed portfolios in Global Equity both passive and active. The Portfolio Manager II researches and recommends internally managed portfolio solutions. The Portfolio Manager II provides upon request support for the analysis and research of external managers and strategies, in particular, quantitatively driven mandates. The Portfolio Manager II reports to the Senior Portfolio Manager – Global Equity.
Duties include, but are not limited to:
- Independently manage internal passive portfolios as assigned by Senior Portfolio Managers
- Support the portfolio management of, and ongoing research for, all internally managed active portfolios
- Research and recommend internally managed solutions & provides support for the analysis and research of external managers and strategies, in particular, quantitatively driven mandates(internal solutions can relate factor investing, active management, currency management, index strategies, index providers, quantitative equity analysis and existing external managers)
- Perform other duties as assigned
Requirements:
Four years of related experience. A postsecondary degree may be used as an alternative for years of direct experience.
Preferences:
- A bachelor's degree from an accredited college or university in finance, economics, accounting, statistics, or a related field
- Master of Business Administration of master's degree from an accredited college or university in finance, economics, computer science, mathematics, accounting, statistics, or a related field
- Strong computer programming skills (R strongly preferred, Python, SQL, etc.)
