Sr. Portfolio Manager
Listed on 2026-10-24
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Risk Manager/Analyst
EOE Statement Meeder Investment Management is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex (including pregnancy, childbirth, or related medical conditions; sexual orientation; and gender identity), national origin, disability, genetic information, and age (40 or over).
Category Investments
DescriptionRole Overview
Head of Portfolio Management will lead a five-person team responsible for the Meeder Funds ($3+ billion in assets) and serve as a named Portfolio Manager alongside the Chief Investment Officer. This role will provide oversight of the portfolio management and quantitative research that drive the Meeder Funds and the firm's non-proprietary portfolios, and will lead, supervise, and develop Equity and Fixed Income Portfolio Management and Quantitative Research.
Working in close partnership with the Chief Investment Officer, the Head of Portfolio Management will ensure disciplined, repeatable investment processes, contribute to the firm's investment thought leadership, and support Meeder's growth through written commentary, advisor and client meetings, and intermediary due diligence.
- Lead, supervise, and develop the Meeder Fund's investment team, including Equity and Fixed Income portfolio management and Quantitative Research.
- Serve as a named Portfolio Manager on the Meeder Funds and oversee day-to-day fund management, including positioning, risk exposures and implementation.
- Provide oversight of the development, enhancement, and ongoing review of all quantitative models and factor-related decisions, including the tactical asset allocation model (TAM), global allocation (U.S., developed international, and emerging markets), equity selection and style models, and fixed income models, in partnership with the Director of Quantitative Research.
- Oversee the portfolio management process for the firm's non-proprietary portfolios, ensuring consistency with the firm's models and investment process.
- Monitor portfolio risk, performance attribution, and adherence to fund prospectus guidelines and investment restrictions, working with Compliance and Operations as needed.
- Analyze and monitor critical macroeconomic and capital market issues for their potential impact on investment portfolios.
- Contribute to the firm's client communication process, including written fund commentary, market updates, and other thought leadership content.
- Participate in advisor and client meetings, as well as intermediary, platform, and advisor due diligence processes for the Meeder Funds.
- Bachelor’s degree in Finance, Economics, Statistics, Mathematics, or a related quantitative or technical discipline required.
- Relevant professional designation, such as an MBA, CFA, or CMT, strongly preferred.
- Minimum of 15 years of progressive investment management experience across multiple asset classes, including significant portfolio management responsibilities.
- Demonstrated experience managing mutual funds or comparable multi-asset strategies, including portfolio construction, implementation, and day-to-day investment decisions.
- Prior experience leading investment professionals and providing oversight across investment activities and portfolio responsibilities.
- Experience with quantitative investment methodologies, tactical asset allocation, factor research, portfolio risk analysis, and risk modeling.
- Proficiency with institutional investment platforms and research tools, including Bloomberg, S&P Capital IQ, and risk modeling applications;
Bloomberg AIM experience preferred.
- People Leadership:
Builds a high-performing investment team through clear…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).