Director Portfolio Management

2 weeks ago

Boston, United States Arrowstreet Capital, Limited Partnership Full time

Team Description

The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer coefficient and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action management, as well as trading and post execution analysis. It consists of 19 members and works very closely with other investment teams such as Research and Technology on several firm-wide projects and product development initiatives.

Job Description

This position involves working as a member of the portfolio management team with a particular focus in portfolio construction and monitoring. The goal is to assist in the rebalancing of portfolios and management of flows but also to contribute to long-term projects that aim to expand the investment opportunity set and reduce market frictions. Additionally, this position will entail representing the firm externally with clients and prospective clients.

Responsibilities

The typical responsibilities include, but are not limited to the following:


  • Work with clients and internal teams on numerous initiatives to expand the investment opportunity set and reduce investment constraints.
  • Contribute to product development and new fund launches.
  • Monitor portfolio positions and risk factor exposures and provide feedback to senior portfolio managers and members of the Research team.
  • Assist with portfolio attribution and investment communication.
  • Provide feedback on new alpha sources and investment opportunities.
  • Provide market color related to significant market events that may affect portfolio positioning.
  • Meet with clients, prospective clients, and other external stakeholders virtually and in person, at times requiring domestic and international travel, to describe investment process and investment results.
  • Forecast and trade review process and contribute to the portfolio rebalancing workflow.

The portfolio management group has an active queue of projects designed to better automate the team’s workflows. This position will also be asked to assist with these projects.

Qualifications

  • Undergraduate or postgraduate degree with an analytical focus.
  • At least 10 years of experience in a financial services firm with a focus on quantitative research and/or portfolio management.
  • Some experience presenting to colleagues, external stakeholders, and clients.
  • Detail-oriented with excellent organizational, analytical, and problem-solving skills.
  • Ability to work under pressure while meeting tight deadlines.
  • Ability to manage simultaneous projects asynchronously in the face of inflexible scheduling.
  • Fluency with running database queries and dealing with large datasets.
  • Proficiency and experience with any of several technical and/or programming languages, including: SQL, Python, C#, STATA, R, MATLAB, VBA.
  • Experience using Bloomberg Terminal.
  • Strong written and verbal communication skills.
  • CFA charter or enrollment in CFA Institute’s CFA program is desirable.

We maintain a friendly, team-oriented environment and place a high value on professionalism, attitude and initiative.

  • Regional Portfolio Director

    1 month ago

    Boston, United States Trinity Management LLC Full time

    Trinity Management, LLC seeks an experienced Portfolio Director. At Trinity Management, LLC, we pride ourselves in providing exceptional, customer-focused property-management services. Our goal is to aid in the revitalization of communities, enhancing the lives of our residents and neighbors, strengthening local commerce, and fostering opportunities for...

  • Director Portfolio Management

    3 days ago

    Boston, United States Arrowstreet Capital Full time

    Team Description The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer coefficient and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action management, as...

  • Director Portfolio Management

    4 days ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer...

  • Director Portfolio Management

    5 days ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firms quantitative investment strategies with the objective of maximizing portfolios transfer...

  • Director - Barings Portfolio Finance

    4 days ago

    Boston, United States Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...

  • Director - Barings Portfolio Finance

    5 days ago

    Boston, United States Barings Full time

    At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients. We...

  • Director Portfolio Management

    1 month ago

    Boston, MA, United States Arrowstreet Capital, Limited Partnership Full time

    Team Description The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer coefficient and reducing diseconomies of scale. The team is involved in portfolio construction, risk management, portfolio finance, and cash and corporate action management,...

  • Associate Director, Us Portfolio

    2 days ago

    Boston, United States Servier Full time

    **Date posted**:May 29, 2024**City**:Boston**Country/Region**:US**Type of Contract**:Unlimited contract**Job Requisition ID**:6137Associate Director, US Portfolio & Strategy Performance **About Servier Pharmaceuticals**: - At Servier Pharmaceuticals, we are dedicated to bringing the promise of tomorrow to the patients we serve.- We are a commercial stage,...

  • Portfolio/Regional Manager

    2 months ago

    Boston, United States Jones Street Residential Full time

    Job DescriptionJob DescriptionCompany ProfileJones Street Investment Partners, LLC (“JSIP”) is a real estate investment sponsor focused on multifamily assets in the Northeast and Mid-Atlantic. Since its founding in October 2014, JSIP has acquired properties in eight states, totaling over 6,000 units and over $1.7B of AUM. Jones Street Residential, Inc....

  • Director, Portfolio Strategy

    2 weeks ago

    Boston, United States Liberty Mutual Group Full time

    Play a leadership role in the development of a best-in-class private markets portfolio management platform, fully integrating key systems and empowering the development of insights that drive alpha Deep knowledge and experience across the growing pri Investment, Director, Portfolio, Management, Private, Strategy, Insurance

  • Director, Portfolio Strategy

    2 days ago

    Boston, Massachusetts, United States Liberty Mutual Insurance Full time

    Pay PhilosophyThe typical starting salary range for this role is determined by a number of factors including skills, experience, education, certifications and location. The full salary range for this role reflects the competitive labor market value for all employees in these positions across the national market and provides an opportunity to progress as...

  • Associate Director of Portfolio

    3 days ago

    Boston, United States International Executive Service Corps Full time

    Associate Director of Portfolio & Program Management (Technology) Location Office Location Flexible ID 9356 Morrison Foerster LLP, an Am Law 50 law firm with 18 offices worldwide, has an opening for an Associate Director of Portfolio & Program Management within our Information Technology department. This role can be based in any of our U.S. offices! (San...

  • Director, Portfolio Management

    3 weeks ago

    Boston, United States Jamestown Europe GmbH Full time

    Atlanta, GA, US 21 days ago Requisition ID: 1485 JOB SUMMARY AND DISTINGUISHING FEATURES OF THE WORK : QUALIFICATIONS : You have a proven track record in structured finance, securitization, and modeling within real estate investment banking or similar experience (10+ years) 3-5 years of experience specifically modeling commercial mortgages 8-10 years of...

  • Portfolio Analyst

    2 weeks ago

    Boston, Massachusetts, United States Geode Capital Management Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to the...

  • Portfolio Analyst

    2 weeks ago

    Boston, United States Geode Capital Management Full time

    Geode Capital Management, LLC is seeking an experienced Portfolio Analyst to join our Quantitative Research & Portfolio Analytics team. The Portfolio Analyst is responsible for conducting a wide variety of equity portfolio analysis including performance, attribution, time series and return decomposition/factors related tasks. The role reports directly to...

  • Portfolio Manager

    5 days ago

    Boston, United States C2R Ventures Full time

    Our client, a Boston-based investment manager that provides global equity investment strategies with more than 150 billion in managed assets, is seeking a Portfolio Manager to join the fund. The Portfolio Management team is responsible for implementing the firm’s quantitative investment strategies with the objective of maximizing portfolios’ transfer...

  • Commercial Technology Portfolio Manager

    5 days ago

    Boston, United States Vertex Pharmaceuticals Full time

    Commercial Technology Portfolio Manager page is loaded Commercial Technology Portfolio Manager Apply locations Boston, MA time type Full time posted on Posted 2 Days Ago job requisition id REQ-21537 Job Description General Summary Vertex’s Data, Technology and Engineering (DTE) team is seeking a Director, Commercial Technology Portfolio Management to join...

  • Director, Customer Experience Portfolio Management

    24 hours ago

    Boston, MA, United States EDB Full time

    EDB Director, Customer Experience Portfolio Management Boston , Massachusetts Apply Now Innovative, collaborative minds wanted. The world loves Postgres. We envision a world where organizations thrive by harnessing the full power of Postgres, the world’s fastest growing and most loved and used open source database. Our mission is to enable data teams...

  • Housing Portfolio Manager

    1 month ago

    Boston, United States Bay Cove Human Services, Inc. Full time

    Bay Cove Human Services’ mission is to partner with people to overcome challenges and realize personal potential. Bay Cove pursues this mission by providing individualized and compassionate services to people facing the challenges associated with developmental disabilities, mental illness, substance use disorders, and homelessness at more than 175 program...

  • Housing Portfolio Manager

    2 weeks ago

    Boston, United States Bay Cove Human Services Full time

    Housing Portfolio Manager Roxbury, Boston, MA, USA Req #2597 Wednesday, April 17, 2024 Bay Cove Human Services' mission is to partner with people to overcome challenges and realize personal potential. Bay Cove pursues this mission by providing individualized and compassionate services to people facing the challenges associated with...