Investment Portfolio Manager

1 week ago


Newport Beach, California, United States Research Affiliates Full time

**Overview**

We are a leading investment management firm dedicated to delivering exceptional results through innovative strategies and expert analysis. Our team is passionate about investing and committed to helping our clients achieve their financial goals.

As an Investment Portfolio Manager, you will play a critical role in shaping our investment strategy and overseeing the day-to-day management of our portfolios. This is an exciting opportunity to work with a talented team of professionals who share your passion for investing and your commitment to excellence.

The key responsibilities of this role include:

  • Managing the daily portfolio construction process and ensuring that our equity indices and active equity models meet the highest standards of quality.
  • Working closely with our equity research team and software engineers to bring new strategies into production.
  • Collaborating with other areas of the firm to support our investment operations.
  • Developing and maintaining relationships with clients and stakeholders to ensure their needs are met and expectations exceeded.

Skills and Qualifications

To succeed in this role, you will need to have:

  • Minimum of 4 years of experience in a related field, preferably in investment management or a related industry.
  • Proven track record of delivering high-quality results and meeting deadlines.
  • Strong analytical and problem-solving skills, with ability to think critically and strategically.
  • Excellent communication and interpersonal skills, with ability to work effectively with colleagues, clients, and stakeholders.
  • Strong business acumen and understanding of financial markets and instruments.

Benefits and Culture

We offer a competitive salary range of $70,000 to $115,000, plus eligibility for a discretionary bonus. Our comprehensive benefits package includes medical, dental, and vision plans, 401K match, flexible PTO, paid holiday schedule, and tuition reimbursement. Our company values collaboration, curiosity, responsibility, and authenticity, and we seek individuals who embody these qualities.



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