Portfolio Manager

Portfolio Manager - CFA required
Salary: $250,000 + Bonus + Equity
Location: Orlando, FL (Relocation Consideration)

About the Opportunity
This is an opportunity to join a growing investment platform that is expanding its product offerings and building out new investment strategies. As a Portfolio Manager, you’ll have a dual focus—managing existing portfolios while also contributing to the development of new investment products.

The role offers a mix of hands-on portfolio management and strategic involvement in shaping new investment initiatives.

What You’ll Be Doing

• Support the development and launch of new investment strategies and products

• Manage portfolio construction, asset allocation, and rebalancing activities

• Oversee risk management, including liquidity, concentration, and performance tracking

• Prepare investment commentary, performance analysis, and attribution reporting

• Participate in investment committee discussions and strategic decision-making

• Partner with client-facing teams on investor communications and due diligence

• Ensure compliance with regulatory requirements and industry standards

• Contribute to mentoring and development of junior team members

Requirements

• 10+ years of experience in asset management or a related field

• 5+ years of direct portfolio management experience
• CFA designation required

• Strong understanding of equity markets and portfolio construction

• Experience with ETFs, mutual funds, or similar investment vehicles

• Familiarity with portfolio analytics and financial data tools

• Strong communication skills with ability to present to leadership and clients

What the Environment Is Like

• Growing platform with focus on expanding investment offerings

• High visibility with leadership and investment committees

• Collaborative environment across investment, compliance, and client teams

• Opportunity to contribute to both portfolio management and product development

Why This Role May Be a Good Fit
This role is well-suited for a seasoned investment professional who wants to balance day-to-day portfolio management with the opportunity to help build and launch new investment strategies within a growing platform.