Portfolio Manager and Analyst
$300K - $400K/yr
The Portfolio Manager and Analyst will lead the construction, oversight, and performance of an international equity portfolio across developed and emerging markets. This individual will generate ...
$300K - $400K/yr
The Portfolio Manager and Analyst will lead the construction, oversight, and performance of an international equity portfolio across developed and emerging markets. This individual will generate ...
$300K - $400K/yr
The Portfolio Manager and Analyst will lead the construction, oversight, and performance of an international equity portfolio across developed and emerging markets. This individual will generate ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
New York, NY · On-site
We design and employ highly-scalable portfolio management systems to create equity-based investment strategies to meet client investors needs. Current investment solutions range from tax managed ...
Boston, MA · On-site
$175K/yr
... managing portfolios preferred. * Broad knowledge of the investment environment, economic trends, financial markets and competitive trends.In-depth knowledge of the US Equity markets in order to build ...
Boston, MA · On-site
$175K/yr
... managing portfolios preferred. * Broad knowledge of the investment environment, economic trends, financial markets and competitive trends.In-depth knowledge of the US Equity markets in order to build ...
Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation ...
Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation ...
Richmond, VA · On-site
Kinsale manages its equity portfolio internally through both active and passive strategies. THE OPPORTUNITY This person will work directly with the portfolio manager to generate and research ...
Richmond, VA · On-site
Kinsale manages its equity portfolio internally through both active and passive strategies. THE OPPORTUNITY This person will work directly with the portfolio manager to generate and research ...
New York, NY · On-site
$250K/yr
Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation ...
New York, NY · On-site
$250K/yr
Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
Dallas, TX · On-site
The Portfolio Manager will report to the Managing Director of Portfolio Management. Position ... subline vs. equity). Run stress scenarios to ensure optimal fund liquidity. * Track Record:
Quick apply
Dallas, TX · On-site
The Portfolio Manager will report to the Managing Director of Portfolio Management. Position ... subline vs. equity). Run stress scenarios to ensure optimal fund liquidity. * Track Record:
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
... managing portfolios preferred. * Broad knowledge of the investment environment, economic trends, financial markets and competitive trends.In-depth knowledge of the US Equity markets in order to build ...
... managing portfolios preferred. * Broad knowledge of the investment environment, economic trends, financial markets and competitive trends.In-depth knowledge of the US Equity markets in order to build ...
New York, NY · On-site
$250K/yr
Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation ...
Quick apply
New York, NY · On-site
$250K/yr
Caxton Associates is seeking experienced Portfolio Managers specializing in Equity Long/Short strategies. In this pivotal role, you will be entrusted with managing a significant capital allocation ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
The rapidly growing Custom Equity SMA platform is focused on offering highly customized long-only and long/short equity portfolios that allow, among other things, a range of tax management techniques ...
$200K - $250K/yr
Drive P&L performance for the Equity strategies on a risk-adjusted return basis * Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk ...
$200K - $250K/yr
Drive P&L performance for the Equity strategies on a risk-adjusted return basis * Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk ...
New York, NY · On-site
$200K - $250K/yr
Drive P&L performance for the Equity strategies on a risk-adjusted return basis * Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk ...
New York, NY · On-site
$200K - $250K/yr
Drive P&L performance for the Equity strategies on a risk-adjusted return basis * Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk ...
New York, NY · On-site
$200K - $250K/yr
Drive P&L performance for the Equity strategies on a risk-adjusted return basis * Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk ...
Quick apply
New York, NY · On-site
$200K - $250K/yr
Drive P&L performance for the Equity strategies on a risk-adjusted return basis * Own portfolio risk management including position sizing, gross/net exposure, and drawdown budgets within defined risk ...
Portfolio Management is responsible for the daily oversight and management of Dimensional ... Understanding of competitive landscape in equity ETFs and mutual funds * Excellent quantitative ...
Portfolio Management is responsible for the daily oversight and management of Dimensional ... Understanding of competitive landscape in equity ETFs and mutual funds * Excellent quantitative ...
Portfolio Management is responsible for the daily oversight and management of Dimensional ... Understanding of competitive landscape in equity ETFs and mutual funds * Excellent quantitative ...
Portfolio Management is responsible for the daily oversight and management of Dimensional ... Understanding of competitive landscape in equity ETFs and mutual funds * Excellent quantitative ...
$37K - $50.7K
9% of jobs
$50.7K - $64.4K
15% of jobs
$65.8K is the 25th percentile. Wages below this are outliers.
$64.4K - $78K
15% of jobs
The median wage is $88.8K / yr.
$78K - $91.7K
15% of jobs
$91.7K - $105.4K
10% of jobs
$105.4K - $119.1K
9% of jobs
$123.9K is the 75th percentile. Wages above this are outliers.
$119.1K - $132.8K
11% of jobs
$132.8K - $146.5K
10% of jobs
$146.5K - $160.1K
5% of jobs
$160.1K - $173.8K
2% of jobs
$173.8K - $187.5K
1% of jobs
$37K
$100.5K
$187.5K
| Aspect | Equity Portfolio Manager | Equity Analyst |
|---|---|---|
| Primary Role | Manages investment portfolios, makes buy/sell decisions, and oversees overall strategy | Researches and analyzes individual stocks to provide investment recommendations |
| Required Credentials | Typically CFA certification, bachelor's degree in finance or related field | Often CFA or similar certifications, bachelor's degree in finance, economics, or related |
| Work Environment | Asset management firms, hedge funds, institutional investors | Research firms, investment banks, asset management companies |
| Focus | Portfolio performance and risk management | Stock analysis and valuation |
While both roles require strong financial analysis skills and relevant certifications like CFA, the Equity Portfolio Manager oversees entire investment portfolios and makes strategic decisions, whereas the Equity Analyst focuses on researching individual stocks to inform those decisions.
$300K - $400K/yr
Other
Medical, Dental, Vision, Retirement, PTO
Posted 21 days ago
The Portfolio Manager and Analyst will lead the construction, oversight, and performance of an international equity portfolio across developed and emerging markets. This individual will generate differentiated investment insights, drive portfolio positioning consistent with the firm’s quality-growth philosophy and represent the strategy to internal and external stakeholders.
As an Analyst, the individual will conduct deep, bottom-up fundamental research to identify high-quality, sustainably growing companies across global markets. The Analyst’s contributions will be measured and rewarded objectively, based on the quality of recommendations and their subsequent performance, regardless of portfolio inclusion.
This role is ideal for a highly analytical, globally minded investor with a demonstrated ability to identify exceptional companies, think independently, manage a portfolio through multiple market environments, and engage with investment team members, fostering intellectual rigor and analytical excellence.
Required Qualifications:
What We Offer :
The annual base salary range for this position is $300,000–$400,000. The firm’s total compensation program includes an annual base salary, an annual discretionary performance-based bonus, a remunerative long-term incentive plan, and a comprehensive benefits package that includes medical, dental, and vision insurance; a 401(k) retirement plan; paid time off; a flexible spending account (FSA) program; and access to various wellness and employee assistance programs.
The actual base salary will be determined based on a variety of factors, including, but not limited to, relevant experience, skills, education, and other job-related considerations.
Sourced by ZipRecruiter
Investment management and consulting services
51 - 200 Employees
Bridgewater, NJ, US
1989