Portfolio Manager

4 weeks ago


Stamford, United States Grayscale Investments Full time

Grayscale Investments is the world's largest digital currency asset manager. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and unrivaled experience, Grayscale's products operate within existing regulatory frameworks, creating secure and compliant exposure for investors.

Position Summary:

Grayscale Investments is seeking a Portfolio Manager to manage digital asset/crypto and equity products across a range of investment vehicles, including ETFs and private placement trusts. Successful candidates will have experience managing passive or rules-based strategies, and are driven by precision, efficiency, and continuous improvement. The Portfolio Manager will have a unique opportunity to play a strong role in shaping the investment and operational framework of managing portfolios as the business evolves to adopt new systems and launch products with new vehicles.

Responsibilities:

  • Manage portfolios to meet performance standards consistent with funds' investment objectives, while adhering to regulatory and compliance rules and client constraints.
  • Implement rebalance and reconstitutions, taking into account trading costs, tax implications, market impact and other considerations.
  • Daily monitoring of portfolio positioning, model drift/dispersion, cash management and compliance within client guidelines.
  • Maintain in-depth knowledge of investment strategies managed and regularly review portfolios to analyze investment performance.
  • Proactively contribute to the development of investment, operational, and system process enhancements
  • Liaise with other departments internally, including Trading, Operations, Product, Research, Legal/Compliance, and Sales/Marketing.
Prior Experience/Requirements:
  • 5-10 years of overall experience in the investment management industry.
  • 3+ years of portfolio management experience managing taxable SMAs (Direct Indexing) for high-net-worth investors and/or managing ETFs, with a preference for equities.
  • BS/BA in degree in a relevant field; graduate degree and/or industry certifications such as CFA preferred.
  • In-depth knowledge of portfolio construction, indexing, ETF capital markets, trading, and operations.
  • Experience working with multi-factor risk models and portfolio optimizers (e.g. Axioma, BARRA, Northfield), Factset, and/or other financial tools.
  • Experience managing funds with currency and futures/options overlays a plus.
  • Strong skills in Excel, Bloomberg, and investment analytical tools; familiarity with programming such as Python/SQL a plus.
  • Experience and understanding of allocation of duties between an investment advisor and sub-advisor a plus.
  • Knowledge of and passion for digital assets/crypto a plus.
  • Ability to multitask and prioritize assignments while producing high quality work in a demanding, fast-paced environment.
  • High degree of professional discretion, integrity, and judgement.
  • Excellent verbal and written communication, teamwork, and relationship-building skills.


We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
  • Portfolio Manager

    3 days ago


    Stamford, Connecticut, United States Grayscale Investments Full time

    About Grayscale InvestmentsGrayscale Investments is a leading digital currency asset manager, providing access to the digital currency asset class through traditional securities. With a proven track record and unrivaled experience, our products operate within existing regulatory frameworks, creating secure and compliant exposure for investors.Job SummaryWe...

  • Portfolio Manager

    3 days ago


    Stamford, Connecticut, United States Grayscale Investments Full time

    About Grayscale InvestmentsGrayscale Investments is a leading digital currency asset manager, providing access to the digital currency asset class through traditional securities. With a proven track record and unrivaled experience, our products operate within existing regulatory frameworks, creating secure and compliant exposure for investors.Job SummaryWe...

  • Portfolio Manager

    4 weeks ago


    Stamford, Connecticut, United States Grayscale Investments Full time

    Grayscale Investments is the world's largest digital currency asset manager. Through its family of investment products, Grayscale provides access and exposure to the digital currency asset class in the form of a traditional security without the challenges of buying, storing, and safekeeping digital currencies directly. With a proven track record and...


  • Stamford, United States Beacon Talent Full time $175,000 - $300,000

    Job DescriptionJob DescriptionOverviewOur client, is an ETF Issuer specializing in digital assets, is seeking a Portfolio Manager to lead the digital asset and equity portfolios, ranging from ETFs to private placement trusts. You will support the expansion of our current product line and the launch of new investment products. Your responsibilities- Daily...


  • Stamford, United States Franklin Templeton Investments Full time

    Activities within multiple functional areas. The APMs task is to continue to advance our investment capabilities in each area under the direction of P - Ms:Factor Signals researching new and improving existing alpha-oriented factors. Portfolio Con Portfolio Manager, Portfolio, Associate, Manager, Banking, Benefits, Compensation


  • Stamford, United States Beacon Talent Full time $175,000 - $300,000

    Job DescriptionJob DescriptionOur client is a leading asset manager specializing in innovative investment solutions, our firm provides secure and compliant exposure to both traditional and digital assets. We are committed to leveraging cutting-edge technology and expertise to deliver superior returns while adhering to the highest standards of regulatory...


  • Stamford, United States Complete Staffing Full time

    Condo Portfolio Manager We have partnered with an elite Condo Management company out of lower Fairfield county who is looking for a strong Property Manager to oversee a portfolio of 15 Condo properties, work directly with their boards and handle all tenant relations and financials. CMCA and/or CAM certifications are MUST HAVES for this role Salary range...

  • Portfolio Analyst

    3 months ago


    Stamford, United States Blake Smith Staffing, LLC Full time

    The Role •To develop and deliver investment advice to assigned company clients. Responsibilities •Consult with Company clients taking the central role on the advisory service delivered to them. •Assist clients with formulating investment policy and guidelines, making recommendations to them related to individual funds, strategy or general portfolio...

  • Portfolio Analyst

    5 days ago


    Stamford, United States Albourne Full time

    The Company Albourne is an industry leading investment consultant with offices around the globe. Our firm of 630+ employees provides advisory services to investors, including institutional investors, financial intermediaries and family offices, on over $700 billion of alternative investments across the liquidity spectrum. We specialize in Hedge Funds,...


  • Stamford, Connecticut, United States Principal Financial Group Full time

    Role OverviewWe are seeking a Vice President of Client Portfolio Management to enhance our Spectrum Asset Management division. This position emphasizes portfolio oversight, client relations, performance analytics, marketing initiatives, and compliance supervision. You will oversee a dedicated team to assist clients by delivering performance insights,...


  • Stamford, Connecticut, United States Franklin Templeton Investments Full time

    Role OverviewThe Associate Portfolio Manager (APM) will engage in various functional domains, contributing to the enhancement of our investment capabilities. Under the guidance of the Portfolio Manager, the APM will focus on:Researching Factor Signals: Investigating new methodologies and refining existing alpha-oriented factors to optimize investment...


  • Stamford, Connecticut, United States Blake Smith Staffing, LLC Full time

    The RoleTo formulate and provide investment guidance to designated clients of the firm.ResponsibilitiesEngage with clients, taking a pivotal role in the advisory services offered.Assist clients in developing investment policies and frameworks, making tailored recommendations concerning specific funds, strategies, or overall portfolio attributes based on...


  • Stamford, Connecticut, United States Blake Smith Staffing, LLC Full time

    The Role As a Portfolio Analyst, you will be responsible for providing tailored investment guidance to our esteemed clients at Blake Smith Staffing, LLC. Key Responsibilities Engage with clients to deliver comprehensive advisory services.Support clients in establishing investment policies and strategies, offering insights based on thorough analysis and...


  • Stamford, Connecticut, United States Blake Smith Staffing, LLC Full time

    The Role As an Investment Portfolio Consultant, you will be responsible for providing tailored investment strategies to our esteemed clients at Blake Smith Staffing, LLC. Key Responsibilities Engage with clients to deliver personalized advisory services.Assist clients in developing investment policies and guidelines, offering insights on fund selection,...


  • Stamford, Connecticut, United States Franklin Templeton Investments Full time

    Company Overview:Franklin Templeton Investments is a prominent firm specializing in asset management, wealth management, and financial technology. With a global presence in over 150 countries and offices across six continents, we offer a unique opportunity to engage with diverse cultures and business practices worldwide.Position Summary:We are seeking a...


  • Stamford, Connecticut, United States Franklin Templeton Investments Full time

    Role OverviewThe Associate Portfolio Manager (APM) plays a pivotal role in enhancing our investment strategies across various functional domains. Under the guidance of senior leadership, the APM is responsible for:Researching Factor Signals: Identifying and refining both new and existing alpha-oriented factors to bolster our investment performance.This...


  • Stamford, Connecticut, United States Synchrony Full time

    About the RoleWe are seeking a highly skilled and experienced AVP, Portfolio Credit, E-commerce Risk Manager to join our team at Synchrony. As a key member of our credit risk management team, you will play a critical role in supporting the credit risk management of our e-commerce portfolios and the newly launched e-commerce platform.Key ResponsibilitiesWork...


  • Stamford, Connecticut, United States Complete Staffing Full time

    Condominium Portfolio ManagerComplete Staffing is collaborating with a prestigious Condo Management firm seeking a proficient Property Manager to oversee a portfolio of 15 condominium properties. This role involves direct interaction with property boards and managing all tenant relations and financial aspects.Essential Certifications: CMCA and/or CAM...


  • Stamford, Connecticut, United States Complete Staffing Full time

    Position: Condominium Portfolio ManagerComplete Staffing is collaborating with a distinguished Condo Management firm seeking a proficient Property Manager to oversee a portfolio of 15 condominium properties. This role involves direct interaction with boards and managing all tenant relations and financial aspects.Essential Certifications: CMCA and/or CAM...


  • Stamford, United States Eka Finance Full time

    Role:-     Develop a well-defined trading plan which addresses trading style, markets traded, risk management and required resources, keeping within self-defined trading style. Execute plan within the context of the firm’s risk management framework. Maintain open communication with senior management, risk management and fellow portfolio managers. Meet...