Portfolio Management Lead | Remote / San Francisco / New York
A fast-growing fintech and investment platform is seeking a Portfolio Management Lead to oversee portfolio construction, risk management, and investment strategy across its exchange fund and long/short equity offerings. This individual will work closely with the Head of Investments and play a critical role in shaping both investment outcomes and the future direction of the firm's product suite.
The successful candidate will bring a strong background in portfolio management, quantitative analysis, and equities investing, with the ability to blend rigorous risk management, fundamental research, and innovative investment thinking. This is a highly visible role offering significant ownership, influence over product strategy, and direct collaboration with senior leadership.
Key Responsibilities:
Lead portfolio management, portfolio construction, and risk management efforts across exchange fund and long/short equity strategies.
Develop and implement investment strategies designed to achieve portfolio objectives while managing risk within specific portfolio constraints.
Manage hedging programs, long/short exposures, swaps, options, and other portfolio overlays designed to optimize risk-adjusted returns.
Conduct quantitative analysis, factor research, valuation work, and portfolio optimization initiatives to support investment decisions.
Evaluate current and prospective investment managers, identify tactical opportunities, and generate new investment ideas across public and private markets.
Partner with product, operations, marketing, and business development teams to enhance existing offerings and develop new investment solutions.
Contribute to investment thought leadership through research publications, industry events, podcasts, and client-facing content.
Support client engagement and business development initiatives by communicating investment philosophy, portfolio construction approaches, and market insights.
Help shape long-term product strategy and identify adjacent investment opportunities that support future growth.
Foster a collaborative, high-performance culture focused on innovation, accountability, and investment excellence.
Qualifications:
7+ years of experience in portfolio management, investment strategy, risk management, or quantitative investing.
Demonstrated success managing complex portfolios across equities and alternative investment strategies.
Strong understanding of portfolio construction, factor investing, hedging techniques, risk modeling, and alpha generation.
Experience utilizing quantitative methods to support investment decision-making and portfolio optimization.
Familiarity with derivatives, options, swaps, and advanced risk management frameworks.
Experience managing concentrated equity positions, tax-aware portfolios, or customized investment solutions is highly preferred.
CFA designation and/or advanced degree in Finance, Economics, Mathematics, Engineering, or a related field preferred.
Exceptional analytical, communication, and leadership skills.
Entrepreneurial mindset with the ability to contribute strategically across both investment and business initiatives.
Passion for investing, intellectual curiosity, and a commitment to delivering exceptional client outcomes.
Why Join?
Opportunity to lead portfolio management efforts at an innovative and rapidly growing investment platform.
Significant influence over investment strategy, portfolio construction, and future product development.
Exposure to a broad range of investment solutions, including exchange funds, concentrated stock strategies, long/short equity, and alternative investments.
Direct partnership with senior leadership on strategic and investment decisions.
Highly entrepreneurial environment where investment professionals can make an outsized impact.
Competitive compensation package, including meaningful equity participation.
Fully remote flexibility with the ability to work alongside experienced professionals from leading investment and technology firms.
Opportunity to help redefine investment solutions for high-net-worth individuals and concentrated stock holders.