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Director Portfolio Management

Chicago, IL · Hybrid

$225K - $275K/yr

Build and manage customized equity portfolios aligned to client objectives * Develop strategic asset allocation frameworks tailored to HNW client needs * Maintain a long-term investment philosophy ...

FM

This role will also collaborate in helping manage broad and/or specific aspects of portfolio construction related to the external mandates in private equity/growth/venture markets. Responsibilities ...

New

Vestmark, Inc.

Portfolio Manager

OR · Remote

... management experience * Experience managing equity portfolios maximizing tax efficiency while ... tracking an index, experience managing direct index portfolios strongly preferred * Experience in ...

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Equity Portfolio Management information

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$37K

$100.5K

$187.5K

How much do equity portfolio management jobs pay per year?

As of Aug 12, 2026, the average yearly pay for equity portfolio management in the United States is $100,458.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,500.00 and $130,000.00 per year, depending on experience, location, and employer.

What is the difference between Equity Portfolio Management vs Equity Research Analyst?

AspectEquity Portfolio ManagementEquity Research Analyst
Primary FocusManaging investment portfolios and making buy/sell decisionsAnalyzing stocks to provide investment recommendations
Required CredentialsTypically CFA, finance degreeFinance or related degree, often CFA or similar
Work EnvironmentAsset management firms, hedge funds, institutional investorsInvestment banks, research firms, asset managers
Key SkillsPortfolio strategy, risk management, market analysisFinancial modeling, valuation, industry analysis

Equity Portfolio Management involves overseeing investment portfolios and making strategic decisions to maximize returns, while Equity Research Analysts focus on analyzing individual stocks to generate investment ideas. Both roles require strong financial analysis skills and often hold similar credentials, but their day-to-day tasks and objectives differ significantly.

What does an equity portfolio management do?

An equity portfolio manager oversees investment portfolios composed of stocks, making decisions to buy, hold, or sell assets based on market analysis and investment strategies. They analyze financial data, monitor market trends, and aim to maximize returns while managing risk, often using tools like financial models and research reports. Strong analytical skills, industry knowledge, and certifications such as the CFA are common requirements for this role.

What are some common challenges faced by equity portfolio managers, and how can they be addressed on the job?

Equity portfolio managers often face challenges such as market volatility, rapidly changing economic conditions, and balancing risk with return expectations. To address these, managers typically rely on rigorous research, diversification strategies, and ongoing portfolio monitoring to make informed decisions. Collaboration with research analysts, risk managers, and trading teams is also key to adapting strategies quickly and maintaining alignment with clients’ investment goals. Maintaining clear communication with stakeholders and staying updated on market trends further helps in navigating these challenges effectively.

Are equity portfolio managers paid well?

Equity portfolio managers typically earn high salaries that include base pay, bonuses, and performance incentives, reflecting the responsibility of managing investment portfolios and generating returns. Compensation varies based on experience, firm size, and performance, with senior managers often earning six-figure to seven-figure total compensation. Strong analytical skills, industry certifications, and a track record of successful investments are important for higher earnings in this role.

What is equity portfolio management?

Equity portfolio management is the process of constructing and managing a collection of stocks, or equity securities, to achieve specific investment objectives. This involves selecting stocks, balancing risk and return, monitoring the performance of the portfolio, and making adjustments as needed based on market conditions and investment goals. Portfolio managers use various strategies, such as active or passive management, to maximize returns while minimizing risk. The process also includes analyzing market trends, company fundamentals, and economic indicators to make informed investment decisions.

Is equity portfolio management a good career?

Equity portfolio management is a competitive finance role that involves selecting and managing stocks to meet investment goals, requiring strong analytical skills and knowledge of financial markets. It often demands certifications like the CFA and a deep understanding of market trends, with work hours that can be demanding during market hours.

What are the key skills and qualifications needed to thrive as an equity portfolio manager, and why are they important?

To excel as an Equity Portfolio Manager, you need strong analytical abilities, deep understanding of financial markets, and typically a degree in finance, economics, or a related field, often complemented by a CFA designation. Proficiency in financial modeling, portfolio management software, and data analysis tools like Bloomberg Terminal or FactSet is essential. Exceptional decision-making, communication, and risk management skills help you stand out in this role. These skills are vital for making informed investment decisions, maximizing returns, and effectively communicating strategies to stakeholders.
More about Equity Portfolio Management jobs
What states have the most Equity Portfolio Management jobs? States with the most job openings for Equity Portfolio Management jobs include:
What job categories do people searching Equity Portfolio Management jobs look for? The top searched job categories for Equity Portfolio Management jobs are:
Equity Portfolio Management jobs near you
Infographic showing various Equity Portfolio Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $100,458 per year, or $48.3 per hour.

Wealth Management, Quantitative Portfolio Manager, Equities CIO

JP Morgan Chase

Manhattan, NY • On-site

Full-time

Medical, Retirement

Re-posted 29 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 493 frontline employees who took The Breakroom Quiz

72nd of 171 rated banks

Job description

As a Quantitative Portfolio Manager (Executive Director) within Wealth Management's Chief Investment Office (CIO) - Equities team, you will be a senior leader in a growing, innovative Equity Portfolio Management organization, reporting to the Head of Equities. You will set the quantitative research agenda, own core portfolio analytics and risk frameworks, and drive implementation of systematic, factor-based and data-driven insights for an $80bn equity portfolio benchmarked against MSCI World.

This role requires deep expertise in equity factor research, portfolio construction, and risk management-combined with the credibility to influence other senior portfolio managers and fundamental analysts. You will translate complex quantitative work into investment decisions, elevate the team's analytical capabilities, and serve as a thought partner to CIO leadership on process, tooling, governance, and portfolio outcomes.

Responsibilities

  • Quantitative leadership & investment partnership
    • Act as the senior quantitative partner to the equity team, influencing security selection overlays, factor tilts, risk budgeting, and implementation choices across regional and global mandates.
    • Lead the integration of quantitative signals with fundamental views, ensuring a repeatable, well-governed investment process.
  • Risk model ownership & portfolio risk governance
    • Own the application and interpretation of multi-factor risk models (e.g., Axioma and/or equivalent) to monitor exposures, crowding, concentration, liquidity considerations, and scenario sensitivities.
    • Establish escalation frameworks and decision support for material risks; contribute to portfolio review cadence and senior risk discussions.
  • Portfolio construction, optimization & attribution
    • Design and improve portfolio construction frameworks including constraints, turnover control, transaction cost awareness, and rebalancing discipline.
    • Lead performance attribution and factor decomposition to diagnose drivers of returns, active risk, and drawdowns; turn findings into actionable portfolio recommendations.
  • Data, engineering & advanced analytics
    • Drive development of scalable research and analytics tooling (Python-first), including data pipelines, reusable libraries, and standardized reporting for PM workflows.
    • Evaluate and apply machine learning/AI techniques where appropriate (feature engineering, ensemble methods, NLP for alternative data), with emphasis on interpretability and investment relevance.
  • Stakeholder management & communication
    • Communicate complex quantitative concepts clearly to senior investment professionals; deliver crisp trade-offs and recommendations rather than "model outputs."
    • Partner with technology, data, risk, compliance, and control stakeholders to ensure model governance and appropriate use.
  • Controls & compliance

    • Maintain a consistent focus on risk management, model governance, suitability, and adherence to applicable policies and controls.

Required Responsibilities, Capabilities and Skills:

  • 12+ years of experience in quantitative investing, equity research, portfolio construction, or risk analytics (buy-side preferred), with demonstrated impact on portfolio outcomes (alpha, risk-adjusted returns, drawdown control, implementation efficiency).
  • Deep understanding of equity markets, factor investing, risk modeling, and portfolio construction under real-world constraints (turnover, costs, liquidity, client guidelines).
  • Proven experience owning or heavily influencing risk model usage (Axioma or similar), exposure management, scenario analysis, and attribution.
  • Advanced programming capability in Python, including strong applied experience with data analysis libraries (Pandas, NumPy, SciPy, stats/ML stack) and production-quality research practices (version control, testing, code review).
  • Solid grounding in statistics/econometrics and familiarity with ML techniques appropriate for investment contexts (regularization, tree-based methods, cross-validation, time-series pitfalls).

  • Bachelor's degree required; 

Preferred Responsibilities, Capabilities and Skills:

  • Master's/PhD in a quantitative discipline (Math, CS, Engineering, Statistics, Financial Engineering, etc.) strongly preferred.
  • CFA progress or designation is a plus (not required), particularly where it strengthens investment judgement and communication with fundamental stakeholders.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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