Job Description:
This position will report directly into our Head of Global Wealth Management Portfolio and Investment Strategy.
- Lead portfolio manager on a small cap portfolio
- Serve as back up Portfolio Manager on additional portfolios, likely our mid cap portfolio
- Sourcing new investment ideas
- Working closely with the team’s risk manager to ensure the portfolio operates within our framework
- Regularly interact with our global fundamental analysts, strategists and economists
- Attend conferences and company meetings
Requirements:
- 2-5 years of experience as a lead portfolio manager
- 5+ years within the financial services industry
- Small and mid-cap experience preferable
- Have a track record of proactively sourcing ideas
- Track record should reflect generating excess returns from stock selection
- Must be willing to work in a collaborative team environment
- Ability to communicate effectively with internal colleagues and external clients
1st shift (United States of America)